Mirador Capital Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Mirador Capital 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
2024 Q2	–	Sell	-3,510	Closed	-$519K	–	205
2024 Q1	$519K	Sell	3,510 -14	-0.4%	-$2.01K	0.1%	125
2023 Q4	$481K	Sell	3,524 -984	-22%	-$128K	0.1%	119
2023 Q3	$580K	Buy	4,508 +629	+16%	+$83.5K	0.13%	110
2023 Q2	$515K	Sell	3,879 -199	-5%	-$26.2K	0.12%	121
2023 Q1	$528K	Buy	+4,078	New	+$533K	0.13%	107
2018 Q1	–	Sell	-16,516	Closed	-$1.37M	–	135
2017 Q4	$1.37M	Buy	16,516 +435	+3%	+$35.9K	0.75%	52
2017 Q3	$1.33M	Buy	16,081 +174	+1%	+$14K	0.78%	50
2017 Q2	$1.26M	Buy	15,907 +524	+3%	+$39.9K	0.77%	48
2017 Q1	$1.14M	Buy	+15,383	New	+$1.12M	0.83%	41
2016 Q4	–	Sell	-3,720	Closed	-$268K	–	134
2016 Q3	$268K	Sell	3,720 -340	-8%	-$25K	0.24%	87
2016 Q2	$305K	Buy	+4,060	New	+$286K	0.31%	77

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mirador Capital Partners's XLV Position: Q2 2024 in Review

Mirador Capital Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2024, closing a stake of 3,510 shares — an estimated $519K sold.

Mirador Capital Partners first reported a position in XLV in Q2 2016 and held it in 11 quarters. The position peaked at $1.37M in Q4 2017. 1,663 funds tracked by Wall St. Rank hold XLV as of Q2 2024.

Mirador Capital Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Mirador Capital Partners sold 3,510 State Street Health Care Select Sector SPDR ETF shares in Q2 2024, an estimated $519K.
Mirador Capital Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2016 and held it in 11 quarters.
Mirador Capital Partners's State Street Health Care Select Sector SPDR ETF position peaked at $1.37M in Q4 2017.
1,663 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2024.

Based on Mirador Capital Partners's 13F filing for Q2 2024, filed 12 Jul 2024.