Peterson Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Peterson Financial 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
2024 Q3	$53.7K	Buy	+349	New	+$52.9K	0.21%	83

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Peterson Financial Group's XLV Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2024: 349 shares worth $53.7K. The stake represents 0.21% of the portfolio and ranks #83 among its holdings.

1,733 funds tracked by Wall St. Rank hold XLV as of Q3 2024.

Peterson Financial Group held 349 shares of State Street Health Care Select Sector SPDR ETF worth $53.7K as of Q3 2024.
State Street Health Care Select Sector SPDR ETF was a new Peterson Financial Group position in Q3 2024.
State Street Health Care Select Sector SPDR ETF made up 0.21% of Peterson Financial Group's portfolio in Q3 2024, its #83 holding.
1,733 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.