Mine & Arao Wealth Creation & Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-1,000	Closed	-$148K	–	374
2024 Q1	$148K	Hold	1,000	–	–	0.07%	85
2023 Q4	$136K	Hold	1,000	–	–	0.07%	85
2023 Q3	$129K	Hold	1,000	–	–	0.08%	83
2023 Q2	$133K	Hold	1,000	–	–	0.08%	87
2023 Q1	$129K	Sell	1,000 -2	-0.2%	-$261	0.08%	89
2022 Q4	$136K	Hold	1,002	–	–	0.1%	79
2022 Q3	$121K	Hold	1,002	–	–	0.09%	82
2022 Q2	$128K	Buy	1,002 +2	+0.2%	+$262	0.09%	85
2022 Q1	$137K	Hold	1,000	–	–	0.08%	89
2021 Q4	$141K	Hold	1,000	–	–	0.08%	91
2021 Q3	$127K	Hold	1,000	–	–	0.08%	90
2021 Q2	$126K	Hold	1,000	–	–	0.08%	91
2021 Q1	$117K	Hold	1,000	–	–	0.08%	93
2020 Q4	$113K	Hold	1,000	–	–	0.08%	89
2020 Q3	$105K	Buy	1,000 +280	+39%	+$29.5K	0.09%	82
2020 Q2	$72K	Hold	720	–	–	0.07%	97
2020 Q1	$64K	Hold	720	–	–	0.07%	95
2019 Q4	$73K	Buy	+720	New	+$69.2K	0.07%	105

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NAM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's XLV Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2024, closing a stake of 1,000 shares — an estimated $148K sold.

Mine & Arao Wealth Creation & Management first reported a position in XLV in Q4 2019 and held it in 18 quarters. The position peaked at $148K in Q1 2024. 1,668 funds tracked by Wall St. Rank hold XLV as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 1,000 State Street Health Care Select Sector SPDR ETF shares in Q2 2024, an estimated $148K.
Mine & Arao Wealth Creation & Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's State Street Health Care Select Sector SPDR ETF position peaked at $148K in Q1 2024.
1,668 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.