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Peak Planning Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Peak Planning 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
Q1 		– Sell
-1,539
Closed -$209K – 81
2022
Q4 		$209K Buy
+1,539
New +$204K 0.18% 78

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Peak Planning Group's XLV Position: Q1 2023 in Review

Peak Planning Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2023, closing a stake of 1,539 shares — an estimated $209K sold.

Peak Planning Group first reported a position in XLV in Q4 2022 and held it in 1 quarter. The position peaked at $209K in Q4 2022. 1,510 funds tracked by Wall St. Rank hold XLV as of Q1 2023.

  • Peak Planning Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Peak Planning Group sold 1,539 State Street Health Care Select Sector SPDR ETF shares in Q1 2023, an estimated $209K.
  • Peak Planning Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Peak Planning Group's State Street Health Care Select Sector SPDR ETF position peaked at $209K in Q4 2022.
  • 1,510 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2023.

Based on Peak Planning Group's 13F filing for Q1 2023, filed 26 May 2026.