Shine Investment Advisory Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Shine Investment Advisory 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
2020 Q3	$26K	Hold	249	–	–	0.01%	410
2020 Q2	$25K	Hold	249	–	–	0.01%	429
2020 Q1	$22K	Hold	249	–	–	0.01%	409
2019 Q4	$25K	Hold	249	–	–	0.01%	453
2019 Q3	$22K	Hold	249	–	–	0.01%	448
2019 Q2	$23K	Hold	249	–	–	0.01%	437
2019 Q1	$23K	Hold	249	–	–	0.01%	444
2018 Q4	$22K	Hold	249	–	–	0.01%	429
2018 Q3	$24K	Hold	249	–	–	0.01%	425
2018 Q2	$21K	Hold	249	–	–	0.01%	448
2018 Q1	$20K	Sell	249 -50	-17%	-$4.26K	0.01%	459
2017 Q4	$25K	Hold	299	–	–	0.01%	421
2017 Q3	$24K	Sell	299 -67	-18%	-$5.38K	0.01%	422
2017 Q2	$29K	Buy	+366	New	+$27.9K	0.01%	377

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Shine Investment Advisory Services's XLV Position: Q3 2020 in Review

Shine Investment Advisory Services held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2020 at 249 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #410.

Shine Investment Advisory Services first reported a position in XLV in Q2 2017 and has held it in 14 quarters since. The position peaked at $29K in Q2 2017. 1,054 funds tracked by Wall St. Rank hold XLV as of Q3 2020.

Shine Investment Advisory Services held 249 shares of State Street Health Care Select Sector SPDR ETF worth $26K as of Q3 2020.
Shine Investment Advisory Services left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2020.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #410 holding.
Shine Investment Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $29K in Q2 2017.
1,054 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.