LifePro Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

LifePro Asset 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
2023 Q2	–	Sell	-2,439	Closed	-$331K	–	141
2023 Q1	$331K	Hold	2,439	–	–	0.24%	79
2022 Q4	$331K	Sell	2,439 -1,479	-38%	-$196K	0.24%	78
2022 Q3	$474K	Buy	+3,918	New	+$505K	0.27%	43

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

Goldman Sachs New York $871B AUM 31.28% 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

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

LifePro Asset Management's XLV Position: Q2 2023 in Review

LifePro Asset Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2023, closing a stake of 2,439 shares — an estimated $331K sold.

LifePro Asset Management first reported a position in XLV in Q3 2022 and held it in 3 quarters. The position peaked at $474K in Q3 2022. 1,542 funds tracked by Wall St. Rank hold XLV as of Q2 2023.

LifePro Asset Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
LifePro Asset Management sold 2,439 State Street Health Care Select Sector SPDR ETF shares in Q2 2023, an estimated $331K.
LifePro Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and held it in 3 quarters.
LifePro Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $474K in Q3 2022.
1,542 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2023.

Based on LifePro Asset Management's 13F filing for Q2 2023, filed 11 Jul 2023.