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SFG
SevenBridge Financial Group’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
SevenBridge Financial Group’s Portfolio
XLV Stock Details
XLV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-357
Closed
-$33K
–
589
2019
Q2
$33K
Hold
357
–
–
0.01%
329
2019
Q1
$33K
Buy
357
+14
+4%
+$1.26K
0.01%
291
2018
Q4
$30K
Hold
343
–
–
0.02%
258
2018
Q3
$33K
Hold
343
–
–
0.02%
279
2018
Q2
$29K
Hold
343
–
–
0.02%
303
2018
Q1
$28K
Hold
343
–
–
0.02%
314
2017
Q4
$28K
Hold
343
–
–
0.02%
333
2017
Q3
$28K
Hold
343
–
–
0.02%
331
2017
Q2
$27K
Hold
343
–
–
0.02%
349
2017
Q1
$26K
Sell
343
-277
-45%
-$20.2K
0.02%
342
2016
Q4
$43K
Hold
620
–
–
0.03%
273
2016
Q3
$43K
Sell
620
-129
-17%
-$9.49K
0.03%
271
2016
Q2
$54K
Buy
+749
New
+$52.8K
0.04%
259
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
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
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
Citigroup
New York
$235B AUM
32.99%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$3B AUM
15.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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