Murphy Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Murphy Capital 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	$21.1M	Buy	164,273 +619	+0.4%	+$81.1K	2.93%	7
2022 Q1	$22.4M	Sell	163,654 -2,515	-2%	-$333K	2.6%	8
2021 Q4	$23.4M	Sell	166,169 -85	-0.1%	-$11.3K	2.51%	8
2021 Q3	$21.2M	Buy	166,254 +1,061	+0.6%	+$140K	2.47%	8
2021 Q2	$20.8M	Buy	165,193 +4,272	+3%	+$524K	2.38%	8
2021 Q1	$18.8M	Buy	160,921 +4,331	+3%	+$500K	2.36%	8
2020 Q4	$17.8M	Buy	156,590 +2,077	+1%	+$227K	2.37%	8
2020 Q3	$16.3M	Buy	154,513 +357	+0.2%	+$37.6K	2.37%	8
2020 Q2	$15.4M	Sell	154,156 -780	-0.5%	-$77K	2.44%	8
2020 Q1	$13.7M	Sell	154,936 -4,990	-3%	-$485K	2.6%	8
2019 Q4	$16.3M	Sell	159,926 -2,264	-1%	-$218K	2.32%	7
2019 Q3	$14.6M	Sell	162,190 -1,362	-0.8%	-$124K	2.2%	7
2019 Q2	$15.2M	Buy	163,552 +437	+0.3%	+$39.3K	2.26%	7
2019 Q1	$15M	Sell	163,115 -12,883	-7%	-$1.16M	2.28%	7
2018 Q4	$15.2M	Sell	175,998 -2,811	-2%	-$254K	2.56%	4
2018 Q3	$17M	Sell	178,809 -2,750	-2%	-$248K	2.36%	5
2018 Q2	$15.2M	Sell	181,559 -3,383	-2%	-$280K	2.19%	7
2018 Q1	$15.1M	Sell	184,942 -2,368	-1%	-$202K	2.14%	6
2017 Q4	$15.5M	Sell	187,310 -4,762	-2%	-$393K	2.12%	6
2017 Q3	$15.7M	Sell	192,072 -2,562	-1%	-$206K	2.25%	5
2017 Q2	$15.4M	Sell	194,634 -6,303	-3%	-$480K	2.27%	5
2017 Q1	$14.9M	Sell	200,937 -5,051	-2%	-$368K	2.22%	5
2016 Q4	$14.2M	Sell	205,988 -11,342	-5%	-$787K	2.24%	5
2016 Q3	$15.7M	Sell	217,330 -7,414	-3%	-$546K	2.43%	3
2016 Q2	$16.1M	Sell	224,744 -23,367	-9%	-$1.65M	2.49%	2
2016 Q1	$16.8M	Sell	248,111 -27,440	-10%	-$1.84M	2.63%	3
2015 Q4	$19.8M	Sell	275,551 -5,106	-2%	-$361K	3.03%	2
2015 Q3	$18.6M	Buy	280,657 +13,417	+5%	+$981K	3.07%	2
2015 Q2	$19.9M	Sell	267,240 -4,495	-2%	-$333K	2.97%	2
2015 Q1	$19.7M	Buy	271,735 +10,827	+4%	+$772K	2.91%	2
2014 Q4	$17.8M	Buy	260,908 +21,686	+9%	+$1.45M	2.72%	2
2014 Q3	$15.3M	Buy	239,222 +55,543	+30%	+$3.48M	2.38%	2
2014 Q2	$11.2M	Buy	183,679 +89,499	+95%	+$5.26M	1.77%	10
2014 Q1	$5.51M	Buy	94,180 +9,506	+11%	+$548K	0.93%	28
2013 Q4	$4.69M	Buy	84,674 +11,367	+16%	+$608K	0.82%	33
2013 Q3	$3.71M	Buy	73,307 +15,365	+27%	+$772K	0.7%	39
2013 Q2	$2.76M	Buy	+57,942	New	+$2.78M	0.56%	51

Other funds holding XLV

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Murphy Capital Management's XLV Position: Q2 2022 in Review

Murphy Capital Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.38% in Q2 2022, buying an estimated $81.1K and bringing the position to 164,273 shares worth $21.1M. The position accounts for 2.93% of the portfolio, ranked #7.

Murphy Capital Management first reported a position in XLV in Q2 2013 and has held it in 37 quarters since. The position peaked at $23.4M in Q4 2021. 1,463 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

Murphy Capital Management held 164,273 shares of State Street Health Care Select Sector SPDR ETF worth $21.1M as of Q2 2022.
Murphy Capital Management bought 619 State Street Health Care Select Sector SPDR ETF shares in Q2 2022, an estimated $81.1K.
State Street Health Care Select Sector SPDR ETF made up 2.93% of Murphy Capital Management's portfolio in Q2 2022, its #7 holding.
Murphy Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 37 quarters since.
Murphy Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $23.4M in Q4 2021.
1,463 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.