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Legacy Wealth Management (Mississippi)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Legacy Wealth Management (Mississippi)’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
2022
Q1 		– Sell
-1,955
Closed -$275K – 106
2021
Q4 		$275K Buy
1,955
+80
+4% +$10.6K 0.14% 97
2021
Q3 		$239K Buy
1,875
+260
+16% +$34.4K 0.13% 100
2021
Q2 		$203K Buy
+1,615
New +$198K 0.11% 102

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s XLV Position: Q1 2022 in Review

Legacy Wealth Management (Mississippi) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2022, closing a stake of 1,955 shares — an estimated $275K sold.

Legacy Wealth Management (Mississippi) first reported a position in XLV in Q2 2021 and held it in 3 quarters. The position peaked at $275K in Q4 2021. 1,439 funds tracked by Wall St. Rank hold XLV as of Q1 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 1,955 State Street Health Care Select Sector SPDR ETF shares in Q1 2022, an estimated $275K.
  • Legacy Wealth Management (Mississippi) first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
  • Legacy Wealth Management (Mississippi)'s State Street Health Care Select Sector SPDR ETF position peaked at $275K in Q4 2021.
  • 1,439 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2022, filed 12 Dec 2024.