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Retirement Planning Company of New England’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-342
Closed -$48K – 910
2021
Q4 		$48K Buy
+342
New +$45.4K 0.02% 419

Other funds holding XLV

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Morgan Stanley
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Retirement Planning Company of New England's XLV Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2022, closing a stake of 342 shares — an estimated $48K sold.

Retirement Planning Company of New England first reported a position in XLV in Q4 2021 and held it in 1 quarter. The position peaked at $48K in Q4 2021. 1,439 funds tracked by Wall St. Rank hold XLV as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 342 State Street Health Care Select Sector SPDR ETF shares in Q1 2022, an estimated $48K.
  • Retirement Planning Company of New England first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's State Street Health Care Select Sector SPDR ETF position peaked at $48K in Q4 2021.
  • 1,439 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.