Personal Capital Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Personal Capital 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
2022 Q4	$671K	Sell	4,939 -11	-0.2%	-$1.46K	﹤0.01%	265
2022 Q3	$599K	Buy	4,950 +819	+20%	+$105K	﹤0.01%	266
2022 Q2	$530K	Sell	4,131 -876	-17%	-$115K	﹤0.01%	274
2022 Q1	$686K	Sell	5,007 -1,400	-22%	-$185K	﹤0.01%	275
2021 Q4	$886K	Buy	6,407 +1,298	+25%	+$172K	﹤0.01%	271
2021 Q3	$650K	Buy	5,109 +1,423	+39%	+$188K	﹤0.01%	279
2021 Q2	$464K	Buy	3,686 +297	+9%	+$36.4K	﹤0.01%	321
2021 Q1	$396K	Sell	3,389 -684	-17%	-$79K	﹤0.01%	338
2020 Q4	$462K	Sell	4,073 -46,985	-92%	-$5.13M	﹤0.01%	313
2020 Q3	$5.39M	Buy	51,058 +45,228	+776%	+$4.76M	0.04%	167
2020 Q2	$583K	Buy	5,830 +2,615	+81%	+$258K	﹤0.01%	244
2020 Q1	$258K	Buy	3,215 +127	+4%	+$12.3K	﹤0.01%	299
2019 Q4	$315K	Buy	+3,088	New	+$297K	﹤0.01%	320
2019 Q3	–	Sell	-2,366	Closed	-$219K	–	370
2019 Q2	$219K	Buy	+2,366	New	+$213K	﹤0.01%	304

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Personal Capital Advisors's XLV Position: Q4 2022 in Review

Personal Capital Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.22% in Q4 2022, selling an estimated $1.46K and leaving 4,939 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Personal Capital Advisors first reported a position in XLV in Q2 2019 and has held it in 14 quarters since. The position peaked at $5.39M in Q3 2020. 1,607 funds tracked by Wall St. Rank hold XLV as of Q4 2022.

Personal Capital Advisors held 4,939 shares of State Street Health Care Select Sector SPDR ETF worth $671K as of Q4 2022.
Personal Capital Advisors sold 11 State Street Health Care Select Sector SPDR ETF shares in Q4 2022, an estimated $1.46K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #265 holding.
Personal Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and has held it in 14 quarters since.
Personal Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $5.39M in Q3 2020.
1,607 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.