Lumature Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Lumature Wealth Partners’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	$1.06M	Buy	7,960 +1,618	+26%	+$213K	0.63%	38
2023 Q1	$821K	Sell	6,342 -314	-5%	-$41K	0.46%	45
2022 Q4	$904K	Sell	6,656 -1,522	-19%	-$202K	0.51%	41
2022 Q3	$990K	Sell	8,178 -126	-2%	-$16.2K	0.53%	40
2022 Q2	$1.06M	Buy	8,304 +6	+0.1%	+$786	0.47%	44
2022 Q1	$1.14M	Buy	8,298 +252	+3%	+$33.4K	0.46%	50
2021 Q4	$1.13M	Buy	8,046 +469	+6%	+$62.3K	0.44%	50
2021 Q3	$965K	Buy	7,577 +938	+14%	+$124K	0.39%	54
2021 Q2	$836K	Buy	6,639 +1,306	+24%	+$160K	0.35%	60
2021 Q1	$623K	Buy	5,333 +2,677	+101%	+$309K	0.33%	67
2020 Q4	$301K	Buy	+2,656	New	+$290K	0.28%	102

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 $424B AUM 22.96% 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 $51.6B AUM 27.34% 1-Year Est. Return

Lumature Wealth Partners's XLV Position: Q2 2023 in Review

Lumature Wealth Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 26% in Q2 2023, buying an estimated $213K and bringing the position to 7,960 shares worth $1.06M. The position accounts for 0.63% of the portfolio, ranked #38.

Lumature Wealth Partners first reported a position in XLV in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.14M in Q1 2022. 1,543 funds tracked by Wall St. Rank hold XLV as of Q2 2023.

Lumature Wealth Partners held 7,960 shares of State Street Health Care Select Sector SPDR ETF worth $1.06M as of Q2 2023.
Lumature Wealth Partners bought 1,618 State Street Health Care Select Sector SPDR ETF shares in Q2 2023, an estimated $213K.
State Street Health Care Select Sector SPDR ETF made up 0.63% of Lumature Wealth Partners's portfolio in Q2 2023, its #38 holding.
Lumature Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $1.14M in Q1 2022.
1,543 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.