Private Wealth Advisors (Pennsylvania)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$1.03M	Sell	9,124 -1,277	-12%	-$139K	0.59%	38
2020 Q3	$1.1M	Sell	10,401 -591	-5%	-$62.2K	0.7%	33
2020 Q2	$1.1M	Sell	10,992 -132	-1%	-$13K	0.75%	33
2020 Q1	$1.09M	Sell	11,124 -1,348	-11%	-$131K	0.83%	32
2019 Q4	$1.27M	Sell	12,472 -8,863	-42%	-$852K	0.68%	43
2019 Q3	$1.92M	Sell	21,335 -28,350	-57%	-$2.59M	0.98%	32
2019 Q2	$4.6M	Buy	49,685 +974	+2%	+$87.6K	1.63%	17
2019 Q1	$4.47M	Buy	48,711 +83	+0.2%	+$7.48K	1.67%	16
2018 Q4	$4.21M	Sell	48,628 -2,999	-6%	-$271K	1.82%	14
2018 Q3	$4.91M	Sell	51,627 -109	-0.2%	-$9.85K	1.81%	11
2018 Q2	$4.32M	Buy	51,736 +1	+0%	+$83	1.72%	12
2018 Q1	$4.21M	Sell	51,735 -1,838	-3%	-$157K	1.69%	15
2017 Q4	$4.43M	Sell	53,573 -43	-0.1%	-$3.54K	1.72%	15
2017 Q3	$4.38M	Buy	53,616 +346	+0.6%	+$27.8K	1.8%	12
2017 Q2	$4.22M	Buy	53,270 +840	+2%	+$64K	1.81%	13
2017 Q1	$3.9M	Sell	52,430 -369	-0.7%	-$26.9K	1.75%	16
2016 Q4	$3.64M	Sell	52,799 -834	-2%	-$57.9K	1.69%	18
2016 Q3	$3.87M	Sell	53,633 -323	-0.6%	-$23.8K	1.84%	16
2016 Q2	$3.87M	Sell	53,956 -719	-1%	-$50.7K	1.9%	14
2016 Q1	$3.71M	Buy	54,675 +273	+0.5%	+$18.3K	1.97%	12
2015 Q4	$3.92M	Sell	54,402 -366	-0.7%	-$25.9K	2.2%	12
2015 Q3	$3.63M	Sell	54,768 -1,242	-2%	-$90.8K	1.81%	13
2015 Q2	$4.17M	Sell	56,010 -116	-0.2%	-$8.6K	1.89%	12
2015 Q1	$4.07M	Sell	56,126 -2,131	-4%	-$152K	1.9%	10
2014 Q4	$3.98M	Sell	58,257 -619	-1%	-$41.4K	1.93%	12
2014 Q3	$3.76M	Sell	58,876 -224	-0.4%	-$14K	1.98%	12
2014 Q2	$3.6M	Buy	59,100 +246	+0.4%	+$14.5K	1.84%	13
2014 Q1	$3.44M	Buy	58,854 +341	+0.6%	+$19.7K	1.87%	13
2013 Q4	$3.24M	Sell	58,513 -6,888	-11%	-$368K	1.77%	13
2013 Q3	$3.31M	Sell	65,401 -1,008	-2%	-$50.6K	1.95%	12
2013 Q2	$3.16M	Buy	+66,409	New	+$3.18M	1.97%	10

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s XLV Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q4 2020, selling an estimated $139K and leaving 9,124 shares worth $1.03M. The position accounts for 0.59% of the portfolio, ranked #38.

Private Wealth Advisors (Pennsylvania) first reported a position in XLV in Q2 2013 and has held it in 31 quarters since. The position peaked at $4.91M in Q3 2018. 1,167 funds tracked by Wall St. Rank hold XLV as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 9,124 shares of State Street Health Care Select Sector SPDR ETF worth $1.03M as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 1,277 State Street Health Care Select Sector SPDR ETF shares in Q4 2020, an estimated $139K.
State Street Health Care Select Sector SPDR ETF made up 0.59% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #38 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 31 quarters since.
Private Wealth Advisors (Pennsylvania)'s State Street Health Care Select Sector SPDR ETF position peaked at $4.91M in Q3 2018.
1,167 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.