Lucia Wealth Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Lucia Wealth Services’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
2020 Q3	$376K	Buy	3,568 +150	+4%	+$15.8K	0.09%	104
2020 Q2	$342K	Hold	3,418	–	–	0.09%	107
2020 Q1	$303K	Buy	3,418 +50	+1%	+$4.86K	0.1%	122
2019 Q4	$343K	Buy	3,368 +447	+15%	+$43K	0.11%	101
2019 Q3	$263K	Hold	2,921	–	–	0.09%	99
2019 Q2	$271K	Buy	2,921 +688	+31%	+$61.9K	0.09%	101
2019 Q1	$205K	Buy	2,233 +665	+42%	+$60K	0.07%	120
2018 Q4	$136K	Sell	1,568 -665	-30%	-$60.2K	0.06%	123
2018 Q3	$212K	Hold	2,233	–	–	0.07%	144
2018 Q2	$186K	Buy	2,233 +425	+24%	+$35.2K	0.08%	132
2018 Q1	$147K	Buy	+1,808	New	+$154K	0.05%	118

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Lucia Wealth Services's XLV Position: Q3 2020 in Review

Lucia Wealth Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.4% in Q3 2020, buying an estimated $15.8K and bringing the position to 3,568 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #104.

Lucia Wealth Services first reported a position in XLV in Q1 2018 and has held it in 11 quarters since. 1,053 funds tracked by Wall St. Rank hold XLV as of Q3 2020.

Lucia Wealth Services held 3,568 shares of State Street Health Care Select Sector SPDR ETF worth $376K as of Q3 2020.
Lucia Wealth Services bought 150 State Street Health Care Select Sector SPDR ETF shares in Q3 2020, an estimated $15.8K.
State Street Health Care Select Sector SPDR ETF made up 0.09% of Lucia Wealth Services's portfolio in Q3 2020, its #104 holding.
Lucia Wealth Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and has held it in 11 quarters since.
1,053 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.