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

Mader & Shannon 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
2018 Q4	–	Sell	-92,212	Closed	-$8.77M	–	26
2018 Q3	$8.77M	Buy	+92,212	New	+$8.33M	6.8%	5
2015 Q2	–	Sell	-109,054	Closed	-$7.91M	–	22
2015 Q1	$7.91M	Buy	+109,054	New	+$7.78M	5.3%	4

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Mader & Shannon Wealth Management's XLV Position: Q4 2018 in Review

Mader & Shannon Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2018, closing a stake of 92,212 shares — an estimated $8.77M sold.

Mader & Shannon Wealth Management first reported a position in XLV in Q1 2015 and held it in 2 quarters. The position peaked at $8.77M in Q3 2018. 883 funds tracked by Wall St. Rank hold XLV as of Q4 2018.

Mader & Shannon Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Mader & Shannon Wealth Management sold 92,212 State Street Health Care Select Sector SPDR ETF shares in Q4 2018, an estimated $8.77M.
Mader & Shannon Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and held it in 2 quarters.
Mader & Shannon Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $8.77M in Q3 2018.
883 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2018.

Based on Mader & Shannon Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.