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PCA
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
Shares
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
$1.37T 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
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
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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