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NPP
New Potomac Partners’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
New Potomac 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
Q3
$184K
Buy
+1,193
New
+$181K
0.09%
84
2024
Q2
–
Sell
-1,356
Closed
-$200K
–
87
2024
Q1
$200K
Buy
+1,356
New
+$195K
0.11%
86
2020
Q4
–
Sell
-110
Closed
-$12K
–
122
2020
Q3
$12K
Hold
110
–
–
0.01%
116
2020
Q2
$11K
Hold
110
–
–
0.01%
123
2020
Q1
$10K
Sell
110
-95
-46%
-$9.23K
0.01%
123
2019
Q4
$21K
Hold
205
–
–
0.02%
113
2019
Q3
$18K
Hold
205
–
–
0.02%
120
2019
Q2
$19K
Hold
205
–
–
0.02%
118
2019
Q1
$19K
Sell
205
-45
-18%
-$4.06K
0.02%
116
2018
Q4
$22K
Sell
250
-160
-39%
-$14.5K
0.02%
121
2018
Q3
$39K
Sell
410
-85
-17%
-$7.68K
0.04%
105
2018
Q2
$41K
Hold
495
–
–
0.04%
106
2018
Q1
$40K
Sell
495
-20
-4%
-$1.7K
0.04%
106
2017
Q4
$43K
Buy
+515
New
+$42.5K
0.04%
101
Other funds holding XLV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
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
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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