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MWM
Merriman Wealth Management’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
Merriman Wealth 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
2019
Q2
–
Sell
-3,635
Closed
-$334K
–
220
2019
Q1
$334K
Buy
+3,635
New
+$328K
0.06%
156
2018
Q3
–
Sell
-8,920
Closed
-$744K
–
186
2018
Q2
$744K
Buy
+8,920
New
+$739K
0.17%
89
2018
Q1
–
Sell
-7,368
Closed
-$609K
–
210
2017
Q4
$609K
Buy
7,368
+4,062
+123%
+$335K
0.15%
105
2017
Q3
$270K
Sell
3,306
-2,379
-42%
-$191K
0.06%
134
2017
Q2
$450K
Sell
5,685
-5,566
-49%
-$424K
0.13%
87
2017
Q1
$837K
Buy
+11,251
New
+$820K
0.2%
84
2015
Q1
–
Sell
-12,300
Closed
-$857K
–
57
2014
Q4
$857K
Buy
+12,300
New
+$823K
1.23%
19
Other funds holding XLV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
EM
Elliott Management
New York
$5.78B AUM
20.29%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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