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Personal Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-150
Closed -$19K – 409
2021
Q2 		$19K Buy
+150
New +$18.4K 0.01% 219

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Personal Wealth Partners's XLV Position: Q3 2021 in Review

Personal Wealth Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2021, closing a stake of 150 shares — an estimated $19K sold.

Personal Wealth Partners first reported a position in XLV in Q2 2021 and held it in 1 quarter. The position peaked at $19K in Q2 2021. 1,273 funds tracked by Wall St. Rank hold XLV as of Q3 2021.

  • Personal Wealth Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 150 State Street Health Care Select Sector SPDR ETF shares in Q3 2021, an estimated $19K.
  • Personal Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $19K in Q2 2021.
  • 1,273 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.