PCM
XLV icon

Princeton Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Princeton Capital Management’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
2019
Q4 		– Sell
-175
Closed -$16K – 239
2019
Q3 		$16K Hold
175
– – 0.01% 196
2019
Q2 		$16K Hold
175
– – 0.01% 198
2019
Q1 		$16K Hold
175
– – 0.01% 195
2018
Q4 		$15K Hold
175
– – 0.01% 201
2018
Q3 		$17K Hold
175
– – 0.01% 216
2018
Q2 		$15K Hold
175
– – 0.01% 236
2018
Q1 		$14K Buy
+175
New +$14.9K 0.01% 229

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return