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

Loveless 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
2022 Q2	$2.73M	Buy	21,267 +82	+0.4%	+$10.7K	1.79%	13
2022 Q1	$2.9M	Buy	21,185 +375	+2%	+$49.6K	1.64%	15
2021 Q4	$2.93M	Buy	20,810 +525	+3%	+$69.7K	1.61%	16
2021 Q3	$2.58M	Buy	20,285 +124	+0.6%	+$16.4K	1.57%	17
2021 Q2	$2.54M	Buy	20,161 +139	+0.7%	+$17K	1.54%	18
2021 Q1	$2.34M	Buy	20,022 +1,031	+5%	+$119K	1.54%	18
2020 Q4	$2.15M	Buy	18,991 +370	+2%	+$40.4K	1.59%	20
2020 Q3	$1.96M	Buy	18,621 +3,221	+21%	+$339K	1.66%	17
2020 Q2	$1.54M	Buy	15,400 +864	+6%	+$85.3K	1.44%	23
2020 Q1	$1.29M	Buy	14,536 +1,579	+12%	+$153K	1.52%	22
2019 Q4	$1.31M	Buy	+12,957	New	+$1.25M	1.13%	30

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

Loveless Wealth Management's XLV Position: Q2 2022 in Review

Loveless Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.39% in Q2 2022, buying an estimated $10.7K and bringing the position to 21,267 shares worth $2.73M. The position accounts for 1.79% of the portfolio, ranked #13.

Loveless Wealth Management first reported a position in XLV in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.93M in Q4 2021. 1,463 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

Loveless Wealth Management held 21,267 shares of State Street Health Care Select Sector SPDR ETF worth $2.73M as of Q2 2022.
Loveless Wealth Management bought 82 State Street Health Care Select Sector SPDR ETF shares in Q2 2022, an estimated $10.7K.
State Street Health Care Select Sector SPDR ETF made up 1.79% of Loveless Wealth Management's portfolio in Q2 2022, its #13 holding.
Loveless Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $2.93M in Q4 2021.
1,463 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.