Meridian Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Meridian Wealth Partners’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
2021 Q2	–	Sell	-688	Closed	-$80K	–	1301
2021 Q1	$80K	Sell	688 -663	-49%	-$76.5K	0.02%	125
2020 Q4	$153K	Buy	1,351 +460	+52%	+$50.2K	0.06%	73
2020 Q3	$94K	Hold	891	–	–	0.05%	96
2020 Q2	$89K	Sell	891 -254	-22%	-$25.1K	0.05%	99
2020 Q1	$101K	Buy	1,145 +254	+29%	+$24.7K	0.06%	84
2019 Q4	$91K	Buy	+891	New	+$85.7K	0.06%	100

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Meridian Wealth Partners's XLV Position: Q2 2021 in Review

Meridian Wealth Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2021, closing a stake of 688 shares — an estimated $80K sold.

Meridian Wealth Partners first reported a position in XLV in Q4 2019 and held it in 6 quarters. The position peaked at $153K in Q4 2020. 1,202 funds tracked by Wall St. Rank hold XLV as of Q2 2021.

Meridian Wealth Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 688 State Street Health Care Select Sector SPDR ETF shares in Q2 2021, an estimated $80K.
Meridian Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $153K in Q4 2020.
1,202 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.