Little House Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Little House Capital’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 Q2	–	Sell	-66,425	Closed	-$7.71M	–	193
2021 Q1	$7.71M	Buy	+66,425	New	+$7.67M	2.73%	11
2019 Q2	–	Sell	-99	Closed	-$9K	–	280
2019 Q1	$9K	Buy	+99	New	+$8.93K	0.01%	255

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NAM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Little House Capital's XLV Position: Q2 2021 in Review

Little House Capital sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2021, closing a stake of 66,425 shares — an estimated $7.71M sold.

Little House Capital first reported a position in XLV in Q1 2019 and held it in 2 quarters. The position peaked at $7.71M in Q1 2021. 1,202 funds tracked by Wall St. Rank hold XLV as of Q2 2021.

Little House Capital reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Little House Capital sold 66,425 State Street Health Care Select Sector SPDR ETF shares in Q2 2021, an estimated $7.71M.
Little House Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and held it in 2 quarters.
Little House Capital's State Street Health Care Select Sector SPDR ETF position peaked at $7.71M in Q1 2021.
1,202 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2021.

Based on Little House Capital's 13F filing for Q2 2021, filed 16 Aug 2021.