Legacy Financial Group (Iowa)
XLV icon

Legacy Financial Group (Iowa)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-311
Closed -$40K – 527
2023
Q3 		$40K Buy
+311
New +$41.3K 0.01% 197

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Legacy Financial Group (Iowa)'s XLV Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2023, closing a stake of 311 shares — an estimated $40K sold.

Legacy Financial Group (Iowa) first reported a position in XLV in Q3 2023 and held it in 1 quarter. The position peaked at $40K in Q3 2023. 1,641 funds tracked by Wall St. Rank hold XLV as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 311 State Street Health Care Select Sector SPDR ETF shares in Q4 2023, an estimated $40K.
  • Legacy Financial Group (Iowa) first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s State Street Health Care Select Sector SPDR ETF position peaked at $40K in Q3 2023.
  • 1,641 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.