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

Life Line 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
2024 Q1	–	Sell	-5,018	Closed	-$684K	–	36
2023 Q4	$684K	Buy	+5,018	New	+$653K	0.27%	11

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Life Line Wealth Management's XLV Position: Q1 2024 in Review

Life Line Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2024, closing a stake of 5,018 shares — an estimated $684K sold.

Life Line Wealth Management first reported a position in XLV in Q4 2023 and held it in 1 quarter. The position peaked at $684K in Q4 2023. 1,666 funds tracked by Wall St. Rank hold XLV as of Q1 2024.

Life Line Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Life Line Wealth Management sold 5,018 State Street Health Care Select Sector SPDR ETF shares in Q1 2024, an estimated $684K.
Life Line Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
Life Line Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $684K in Q4 2023.
1,666 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2024.

Based on Life Line Wealth Management's 13F filing for Q1 2024, filed 31 Oct 2024.