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

PrairieView 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
2023 Q3	–	Sell	-298	Closed	-$39K	–	484
2023 Q2	$39K	Hold	298	–	–	0.01%	211
2023 Q1	$38K	Hold	298	–	–	0.01%	205
2022 Q4	$40K	Hold	298	–	–	0.01%	209
2022 Q3	$36K	Hold	298	–	–	0.01%	201
2022 Q2	$38K	Hold	298	–	–	0.01%	216
2022 Q1	$41K	Buy	+298	New	+$39.5K	0.01%	222
2020 Q4	–	Sell	-41	Closed	-$4K	–	328
2020 Q3	$4K	Hold	41	–	–	﹤0.01%	271
2020 Q2	$4K	Hold	41	–	–	﹤0.01%	266
2020 Q1	$4K	Buy	+41	New	+$3.98K	﹤0.01%	260

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

RJA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PrairieView Partners's XLV Position: Q3 2023 in Review

PrairieView Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2023, closing a stake of 298 shares — an estimated $39K sold.

PrairieView Partners first reported a position in XLV in Q1 2020 and held it in 9 quarters. The position peaked at $41K in Q1 2022. 1,520 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

PrairieView Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 298 State Street Health Care Select Sector SPDR ETF shares in Q3 2023, an estimated $39K.
PrairieView Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and held it in 9 quarters.
PrairieView Partners's State Street Health Care Select Sector SPDR ETF position peaked at $41K in Q1 2022.
1,520 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.