Minot Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Minot 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
2022 Q2	$1.03M	Buy	8,073 +54	+0.7%	+$7.08K	0.27%	74
2022 Q1	$1.1M	Hold	8,019	–	–	0.24%	80
2021 Q4	$1.13M	Buy	8,019 +90	+1%	+$11.9K	0.22%	82
2021 Q3	$1.01M	Buy	7,929 +250	+3%	+$33K	0.22%	89
2021 Q2	$989K	Buy	7,679 +270	+4%	+$33.1K	0.22%	91
2021 Q1	$865K	Buy	7,409 +3,136	+73%	+$362K	0.22%	97
2020 Q4	$485K	Buy	4,273 +400	+10%	+$43.7K	0.14%	101
2020 Q3	$409K	Hold	3,873	–	–	0.15%	99
2020 Q2	$388K	Hold	3,873	–	–	0.19%	88
2020 Q1	$343K	Sell	3,873 -60	-2%	-$5.83K	0.25%	86
2019 Q4	$412K	Buy	+3,933	New	+$378K	0.19%	92

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Minot Wealth Management's XLV Position: Q2 2022 in Review

Minot Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.67% in Q2 2022, buying an estimated $7.08K and bringing the position to 8,073 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #74.

Minot Wealth Management first reported a position in XLV in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.13M in Q4 2021. 1,465 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

Minot Wealth Management held 8,073 shares of State Street Health Care Select Sector SPDR ETF worth $1.03M as of Q2 2022.
Minot Wealth Management bought 54 State Street Health Care Select Sector SPDR ETF shares in Q2 2022, an estimated $7.08K.
State Street Health Care Select Sector SPDR ETF made up 0.27% of Minot Wealth Management's portfolio in Q2 2022, its #74 holding.
Minot Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.13M in Q4 2021.
1,465 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.