Mach-1 Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Mach-1 Financial 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 Q2	–	Sell	-915	Closed	-$84.6M	–	359
2023 Q1	$84.6M	Buy	+915	New	+$120K	0.54%	48
2022 Q4	–	Sell	-875	Closed	-$105K	–	480
2022 Q3	$105K	Hold	875	–	–	0.11%	72
2022 Q2	$111K	Buy	875 +653	+294%	+$85.6K	0.08%	81
2022 Q1	$30K	Buy	+222	New	+$29.4K	0.02%	77

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 $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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mach-1 Financial Group's XLV Position: Q2 2023 in Review

Mach-1 Financial Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2023, closing a stake of 915 shares — an estimated $84.6M sold.

Mach-1 Financial Group first reported a position in XLV in Q1 2022 and held it in 4 quarters. The position peaked at $84.6M in Q1 2023. 1,542 funds tracked by Wall St. Rank hold XLV as of Q2 2023.

Mach-1 Financial Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Mach-1 Financial Group sold 915 State Street Health Care Select Sector SPDR ETF shares in Q2 2023, an estimated $84.6M.
Mach-1 Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
Mach-1 Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $84.6M in Q1 2023.
1,542 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.