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McAlister Sweet & Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

McAlister Sweet & Associates’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
2022
Q1 		– Sell
-10,326
Closed -$1.46M – 41
2021
Q4 		$1.46M Buy
+10,326
New +$1.37M 1.27% 20

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

McAlister Sweet & Associates's XLV Position: Q1 2022 in Review

McAlister Sweet & Associates sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2022, closing a stake of 10,326 shares — an estimated $1.46M sold.

McAlister Sweet & Associates first reported a position in XLV in Q4 2021 and held it in 1 quarter. The position peaked at $1.46M in Q4 2021. 1,438 funds tracked by Wall St. Rank hold XLV as of Q1 2022.

  • McAlister Sweet & Associates reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • McAlister Sweet & Associates sold 10,326 State Street Health Care Select Sector SPDR ETF shares in Q1 2022, an estimated $1.46M.
  • McAlister Sweet & Associates first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • McAlister Sweet & Associates's State Street Health Care Select Sector SPDR ETF position peaked at $1.46M in Q4 2021.
  • 1,438 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2022.

Based on McAlister Sweet & Associates's 13F filing for Q1 2022, filed 4 Apr 2022.