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Portfolio Solutions’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Portfolio Solutions’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
2017
Q2 		– Sell
-252
Closed -$19K – 202
2017
Q1 		$19K Buy
+252
New +$18.4K ﹤0.01% 96

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

Portfolio Solutions's XLV Position: Q2 2017 in Review

Portfolio Solutions sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2017, closing a stake of 252 shares — an estimated $19K sold.

Portfolio Solutions first reported a position in XLV in Q1 2017 and held it in 1 quarter. The position peaked at $19K in Q1 2017. 674 funds tracked by Wall St. Rank hold XLV as of Q2 2017.

  • Portfolio Solutions reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
  • Portfolio Solutions sold 252 State Street Health Care Select Sector SPDR ETF shares in Q2 2017, an estimated $19K.
  • Portfolio Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and held it in 1 quarter.
  • Portfolio Solutions's State Street Health Care Select Sector SPDR ETF position peaked at $19K in Q1 2017.
  • 674 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2017.

Based on Portfolio Solutions's 13F filing for Q2 2017, filed 14 Jul 2017.