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Regal Wealth Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Regal Wealth 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
2021
Q2 		– Sell
-17
Closed -$2K – 248
2021
Q1 		$2K Buy
17
+1
+6% +$115 ﹤0.01% 222
2020
Q4 		$2K Hold
16
– – ﹤0.01% 196
2020
Q3 		$2K Hold
16
– – ﹤0.01% 192
2020
Q2 		$2K Hold
16
– – ﹤0.01% 190
2020
Q1 		$1K Sell
16
-461
-97% -$44.8K ﹤0.01% 177
2019
Q4 		$49K Buy
+477
New +$45.9K 0.03% 85

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Regal Wealth Group's XLV Position: Q2 2021 in Review

Regal Wealth Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2021, closing a stake of 17 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in XLV in Q4 2019 and held it in 6 quarters. The position peaked at $49K in Q4 2019. 1,202 funds tracked by Wall St. Rank hold XLV as of Q2 2021.

  • Regal Wealth Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 17 State Street Health Care Select Sector SPDR ETF shares in Q2 2021, an estimated $2K.
  • Regal Wealth Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 6 quarters.
  • Regal Wealth Group's State Street Health Care Select Sector SPDR ETF position peaked at $49K in Q4 2019.
  • 1,202 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.