Resolute Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Resolute Financial’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
2022 Q4	$469K	Sell	3,451 -368	-10%	-$48.8K	0.4%	60
2022 Q3	$463K	Buy	3,819 +569	+18%	+$73.3K	0.44%	55
2022 Q2	$417K	Buy	3,250 +299	+10%	+$39.2K	0.36%	65
2022 Q1	$404K	Sell	2,951 -446	-13%	-$59K	0.33%	70
2021 Q4	$479K	Buy	+3,397	New	+$451K	0.36%	64

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Resolute Financial's XLV Position: Q4 2022 in Review

Resolute Financial reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.6% in Q4 2022, selling an estimated $48.8K and leaving 3,451 shares worth $469K. The position accounts for 0.4% of the portfolio, ranked #60.

Resolute Financial first reported a position in XLV in Q4 2021 and has held it in 5 quarters since. The position peaked at $479K in Q4 2021. 1,606 funds tracked by Wall St. Rank hold XLV as of Q4 2022.

Resolute Financial held 3,451 shares of State Street Health Care Select Sector SPDR ETF worth $469K as of Q4 2022.
Resolute Financial sold 368 State Street Health Care Select Sector SPDR ETF shares in Q4 2022, an estimated $48.8K.
State Street Health Care Select Sector SPDR ETF made up 0.4% of Resolute Financial's portfolio in Q4 2022, its #60 holding.
Resolute Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's State Street Health Care Select Sector SPDR ETF position peaked at $479K in Q4 2021.
1,606 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.