Olympiad Research’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Olympiad Research’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 Q3	$1.33M	Sell	10,974 -10,932	-50%	-$1.41M	0.71%	43
2022 Q2	$2.81M	Sell	21,906 -23,055	-51%	-$3.02M	1.26%	20
2022 Q1	$6.16M	Buy	44,961 +5,262	+13%	+$697K	1.88%	4
2021 Q4	$5.59M	Buy	39,699 +2,086	+6%	+$277K	2.02%	8
2021 Q3	$4.79M	Buy	37,613 +28,579	+316%	+$3.78M	1.47%	2
2021 Q2	$1.14M	Buy	9,034 +6,623	+275%	+$812K	0.4%	91
2021 Q1	$281K	Sell	2,411 -7,706	-76%	-$890K	0.12%	146
2020 Q4	$1.15M	Sell	10,117 -18,750	-65%	-$2.05M	0.66%	25
2020 Q3	$3.04M	Buy	28,867 +8,200	+40%	+$863K	1.55%	9
2020 Q2	$2.07M	Buy	20,667 +4,749	+30%	+$469K	1.47%	14
2020 Q1	$1.41M	Buy	15,918 +10,890	+217%	+$1.06M	1.42%	9
2019 Q4	$512K	Buy	+5,028	New	+$483K	0.39%	25

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Olympiad Research's XLV Position: Q3 2022 in Review

Olympiad Research reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 50% in Q3 2022, selling an estimated $1.41M and leaving 10,974 shares worth $1.33M. The position accounts for 0.71% of the portfolio, ranked #43.

Olympiad Research first reported a position in XLV in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.16M in Q1 2022. 1,422 funds tracked by Wall St. Rank hold XLV as of Q3 2022.

Olympiad Research held 10,974 shares of State Street Health Care Select Sector SPDR ETF worth $1.33M as of Q3 2022.
Olympiad Research sold 10,932 State Street Health Care Select Sector SPDR ETF shares in Q3 2022, an estimated $1.41M.
State Street Health Care Select Sector SPDR ETF made up 0.71% of Olympiad Research's portfolio in Q3 2022, its #43 holding.
Olympiad Research first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
Olympiad Research's State Street Health Care Select Sector SPDR ETF position peaked at $6.16M in Q1 2022.
1,422 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.