New Legacy Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

New Legacy Group’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
2023 Q3	$264K	Hold	2,050	–	–	0.72%	25
2023 Q2	$272K	Hold	2,050	–	–	0.69%	25
2023 Q1	$265K	Hold	2,050	–	–	0.75%	25
2022 Q4	$278K	Hold	2,050	–	–	0.87%	23
2022 Q3	$248K	Hold	2,050	–	–	0.64%	24
2022 Q2	$263K	Hold	2,050	–	–	0.53%	24
2022 Q1	$281K	Buy	2,050 +150	+8%	+$19.9K	0.11%	27
2021 Q4	$268K	Buy	+1,900	New	+$252K	0.05%	28

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 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

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

New Legacy Group's XLV Position: Q3 2023 in Review

New Legacy Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2023 at 2,050 shares worth $264K. The position accounts for 0.72% of the portfolio, ranked #25.

New Legacy Group first reported a position in XLV in Q4 2021 and has held it in 8 quarters since. The position peaked at $281K in Q1 2022. 1,520 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

New Legacy Group held 2,050 shares of State Street Health Care Select Sector SPDR ETF worth $264K as of Q3 2023.
New Legacy Group left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2023.
State Street Health Care Select Sector SPDR ETF made up 0.72% of New Legacy Group's portfolio in Q3 2023, its #25 holding.
New Legacy Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 8 quarters since.
New Legacy Group's State Street Health Care Select Sector SPDR ETF position peaked at $281K in Q1 2022.
1,520 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.