Liberty Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-786	Closed	-$100K	–	1126
2021 Q3	$100K	Buy	786 +432	+122%	+$57.1K	0.04%	288
2021 Q2	$45K	Sell	354 -107	-23%	-$13.1K	0.02%	346
2021 Q1	$53K	Hold	461	–	–	0.03%	275
2020 Q4	$53K	Sell	461 -94	-17%	-$10.3K	0.03%	272
2020 Q3	$59K	Buy	555 +320	+136%	+$33.7K	0.03%	208
2020 Q2	$23K	Hold	235	–	–	0.02%	360
2020 Q1	$21K	Sell	235 -624	-73%	-$60.6K	0.02%	353
2019 Q4	$87K	Sell	859 -245	-22%	-$23.6K	0.07%	177
2019 Q3	$100K	Sell	1,104 -1,060	-49%	-$96.8K	0.09%	150
2019 Q2	$201K	Buy	2,164 +460	+27%	+$41.4K	0.18%	106
2019 Q1	$156K	Sell	1,704 -146	-8%	-$13.2K	0.12%	101
2018 Q4	$160K	Buy	+1,850	New	+$167K	0.12%	96

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Liberty Wealth Management's XLV Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2021, closing a stake of 786 shares — an estimated $100K sold.

Liberty Wealth Management first reported a position in XLV in Q4 2018 and held it in 12 quarters. The position peaked at $201K in Q2 2019. 1,443 funds tracked by Wall St. Rank hold XLV as of Q4 2021.

Liberty Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 786 State Street Health Care Select Sector SPDR ETF shares in Q4 2021, an estimated $100K.
Liberty Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $201K in Q2 2019.
1,443 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.