MCM
XLV icon

McMillion Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

McMillion Capital 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
2022
Q4 		– Sell
-145
Closed -$18K – 206
2022
Q3 		$18K Hold
145
– – 0.02% 136
2022
Q2 		$19K Buy
+145
New +$19K 0.02% 144
2021
Q1 		– Sell
-145
Closed -$16K – 297
2020
Q4 		$16K Buy
+145
New +$15.8K 0.01% 181
2020
Q2 		– Sell
-145
Closed -$13K – 290
2020
Q1 		$13K Hold
145
– – 0.01% 160
2019
Q4 		$15K Hold
145
– – 0.01% 175
2019
Q3 		$13K Hold
145
– – 0.01% 174
2019
Q2 		$13K Buy
+145
New +$13K 0.01% 180

Other funds holding XLV

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 $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return