Paces Ferry Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Paces Ferry Wealth Advisors’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
2020 Q4	–	Sell	-410	Closed	-$43K	–	1128
2020 Q3	$43K	Buy	+410	New	+$43.2K	0.04%	240

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Paces Ferry Wealth Advisors's XLV Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2020, closing a stake of 410 shares — an estimated $43K sold.

Paces Ferry Wealth Advisors first reported a position in XLV in Q3 2020 and held it in 1 quarter. The position peaked at $43K in Q3 2020. 1,167 funds tracked by Wall St. Rank hold XLV as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 410 State Street Health Care Select Sector SPDR ETF shares in Q4 2020, an estimated $43K.
Paces Ferry Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $43K in Q3 2020.
1,167 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.