Lehman & Derafelo Financial Resources’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$238K	Sell	1,753 -112	-6%	-$14.8K	0.07%	97
2022 Q3	$226K	Hold	1,865	–	–	0.07%	90
2022 Q2	$239K	Hold	1,865	–	–	0.07%	90
2022 Q1	$255K	Hold	1,865	–	–	0.07%	96
2021 Q4	$263K	Hold	1,865	–	–	0.08%	89
2021 Q3	$237K	Buy	1,865 +200	+12%	+$26.4K	0.08%	89
2021 Q2	$210K	Hold	1,665	–	–	0.06%	115
2021 Q1	$194K	Hold	1,665	–	–	0.05%	121
2020 Q4	$189K	Buy	1,665 +300	+22%	+$32.7K	0.06%	121
2020 Q3	$144K	Hold	1,365	–	–	0.05%	142
2020 Q2	$137K	Hold	1,365	–	–	0.05%	132
2020 Q1	$121K	Buy	1,365 +1,140	+507%	+$111K	0.05%	97
2019 Q4	$23K	Hold	225	–	–	0.01%	155
2019 Q3	$20K	Sell	225 -262	-54%	-$23.9K	0.01%	148
2019 Q2	$46K	Hold	487	–	–	0.02%	124
2019 Q1	$45K	Hold	487	–	–	0.02%	125
2018 Q4	$42K	Buy	+487	New	+$44.1K	0.02%	116

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lehman & Derafelo Financial Resources's XLV Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6% in Q4 2022, selling an estimated $14.8K and leaving 1,753 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #97.

Lehman & Derafelo Financial Resources first reported a position in XLV in Q4 2018 and has held it in 17 quarters since. The position peaked at $263K in Q4 2021. 1,606 funds tracked by Wall St. Rank hold XLV as of Q4 2022.

Lehman & Derafelo Financial Resources held 1,753 shares of State Street Health Care Select Sector SPDR ETF worth $238K as of Q4 2022.
Lehman & Derafelo Financial Resources sold 112 State Street Health Care Select Sector SPDR ETF shares in Q4 2022, an estimated $14.8K.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #97 holding.
Lehman & Derafelo Financial Resources first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's State Street Health Care Select Sector SPDR ETF position peaked at $263K in Q4 2021.
1,606 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.