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Mogy Joel R Investment Counsel’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Mogy Joel R Investment Counsel’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
Q4 		– Sell
-490
Closed -$75.5K – 115
2024
Q3 		$75.5K Buy
+490
New +$74.3K ﹤0.01% 108

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Mogy Joel R Investment Counsel's XLV Position: Q4 2024 in Review

Mogy Joel R Investment Counsel sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 490 shares — an estimated $75.5K sold.

Mogy Joel R Investment Counsel first reported a position in XLV in Q3 2024 and held it in 1 quarter. The position peaked at $75.5K in Q3 2024. 1,761 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

  • Mogy Joel R Investment Counsel reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 490 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $75.5K.
  • Mogy Joel R Investment Counsel first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Mogy Joel R Investment Counsel's State Street Health Care Select Sector SPDR ETF position peaked at $75.5K in Q3 2024.
  • 1,761 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Mogy Joel R Investment Counsel's 13F filing for Q4 2024, filed 17 Jan 2025.