Leonetti & Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$14M Buy
162,147
+28,865
+22% +$2.61M 5.16% 6
2018
Q3
$12.7M Buy
+133,282
New +$12M 3.25% 12
2017
Q4
Sell
-127,315
Closed -$10.4M 46
2017
Q3
$10.4M Buy
127,315
+9,165
+8% +$736K 2.77% 10
2017
Q2
$9.36M Buy
+118,150
New +$9M 2.65% 11
2015
Q4
Sell
-98,140
Closed -$6.5M 42
2015
Q3
$6.5M Buy
98,140
+1,070
+1% +$78.2K 2.06% 15
2015
Q2
$7.22M Buy
97,070
+11,273
+13% +$835K 2.06% 14
2015
Q1
$6.22M Buy
85,797
+4,379
+5% +$312K 1.85% 16
2014
Q4
$5.57M Buy
+81,418
New +$5.45M 1.74% 17

Other funds holding XLV

Leonetti & Associates's XLV Position: Q4 2018 in Review

Leonetti & Associates increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 22% in Q4 2018, buying an estimated $2.61M and bringing the position to 162,147 shares worth $14M. The position accounts for 5.16% of the portfolio, ranked #6.

Leonetti & Associates first reported a position in XLV in Q4 2014 and has held it in 8 quarters since. 882 funds tracked by Wall St. Rank hold XLV as of Q4 2018.

  • Leonetti & Associates held 162,147 shares of State Street Health Care Select Sector SPDR ETF worth $14M as of Q4 2018.
  • Leonetti & Associates bought 28,865 State Street Health Care Select Sector SPDR ETF shares in Q4 2018, an estimated $2.61M.
  • State Street Health Care Select Sector SPDR ETF made up 5.16% of Leonetti & Associates's portfolio in Q4 2018, its #6 holding.
  • Leonetti & Associates first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and has held it in 8 quarters since.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2018.

Based on Leonetti & Associates's 13F filing for Q4 2018, filed 19 Feb 2019.