Madrona Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Madrona Financial 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 Q4	–	Sell	-22,460	Closed	-$2.37M	–	57
2020 Q3	$2.37M	Buy	22,460 +1,744	+8%	+$184K	1.49%	18
2020 Q2	$2.07M	Buy	20,716 +776	+4%	+$76.6K	1.43%	19
2020 Q1	$1.77M	Buy	19,940 +471	+2%	+$45.8K	1.47%	20
2019 Q4	$1.98M	Buy	19,469 +20	+0.1%	+$1.92K	1.44%	25
2019 Q3	$1.75M	Sell	19,449 -13	-0.1%	-$1.19K	1.29%	25
2019 Q2	$1.8M	Buy	+19,462	New	+$1.75M	1.67%	20

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

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

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

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

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

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

NLI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Madrona Financial Services's XLV Position: Q4 2020 in Review

Madrona Financial Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2020, closing a stake of 22,460 shares — an estimated $2.37M sold.

Madrona Financial Services first reported a position in XLV in Q2 2019 and held it in 6 quarters. The position peaked at $2.37M in Q3 2020. 1,167 funds tracked by Wall St. Rank hold XLV as of Q4 2020.

Madrona Financial Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Madrona Financial Services sold 22,460 State Street Health Care Select Sector SPDR ETF shares in Q4 2020, an estimated $2.37M.
Madrona Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and held it in 6 quarters.
Madrona Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $2.37M in Q3 2020.
1,167 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2020.

Based on Madrona Financial Services's 13F filing for Q4 2020, filed 8 Feb 2021.