S.C. Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

S.C. Financial Services’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	$378K	Buy	+2,786	New	+$369K	0.58%	59

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

S.C. Financial Services's XLV Position: Q4 2022 in Review

S.C. Financial Services opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2022: 2,786 shares worth $378K. The stake represents 0.58% of the portfolio and ranks #59 among its holdings.

1,606 funds tracked by Wall St. Rank hold XLV as of Q4 2022.

S.C. Financial Services held 2,786 shares of State Street Health Care Select Sector SPDR ETF worth $378K as of Q4 2022.
State Street Health Care Select Sector SPDR ETF was a new S.C. Financial Services position in Q4 2022.
State Street Health Care Select Sector SPDR ETF made up 0.58% of S.C. Financial Services's portfolio in Q4 2022, its #59 holding.
1,606 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.