MD Financial Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$33.6M Buy
238,589
+93,791
+65% +$12.5M 0.81% 41
2021
Q3
$18.4M Sell
144,798
-44,019
-23% -$5.82M 0.47% 45
2021
Q2
$23.8M Buy
+188,817
New +$23.1M 0.68% 39

Other funds holding XLV

MD Financial Management's XLV Position: Q4 2021 in Review

MD Financial Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 65% in Q4 2021, buying an estimated $12.5M and bringing the position to 238,589 shares worth $33.6M. The position accounts for 0.81% of the portfolio, ranked #41.

MD Financial Management first reported a position in XLV in Q2 2021 and has held it in 3 quarters since. 1,443 funds tracked by Wall St. Rank hold XLV as of Q4 2021.

  • MD Financial Management held 238,589 shares of State Street Health Care Select Sector SPDR ETF worth $33.6M as of Q4 2021.
  • MD Financial Management bought 93,791 State Street Health Care Select Sector SPDR ETF shares in Q4 2021, an estimated $12.5M.
  • State Street Health Care Select Sector SPDR ETF made up 0.81% of MD Financial Management's portfolio in Q4 2021, its #41 holding.
  • MD Financial Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 3 quarters since.
  • 1,443 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.