Luts & Greenleigh Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Luts & Greenleigh Group’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 Q4	$216K	Hold	1,581	–	–	0.27%	56
2023 Q3	$204K	Hold	1,581	–	–	0.25%	57
2023 Q2	$210K	Hold	1,581	–	–	0.26%	59
2023 Q1	$205K	Hold	1,581	–	–	0.26%	62
2022 Q4	$215K	Buy	+1,581	New	+$210K	0.27%	56

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Luts & Greenleigh Group's XLV Position: Q4 2023 in Review

Luts & Greenleigh Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q4 2023 at 1,581 shares worth $216K. The position accounts for 0.27% of the portfolio, ranked #56.

Luts & Greenleigh Group first reported a position in XLV in Q4 2022 and has held it in 5 quarters since. 1,641 funds tracked by Wall St. Rank hold XLV as of Q4 2023.

Luts & Greenleigh Group held 1,581 shares of State Street Health Care Select Sector SPDR ETF worth $216K as of Q4 2023.
Luts & Greenleigh Group left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q4 2023.
State Street Health Care Select Sector SPDR ETF made up 0.27% of Luts & Greenleigh Group's portfolio in Q4 2023, its #56 holding.
Luts & Greenleigh Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 5 quarters since.
1,641 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2023.

Based on Luts & Greenleigh Group's 13F filing for Q4 2023, filed 29 Jan 2024.