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Shoker Investment Counsel’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Shoker Investment Counsel’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
2021
Q1 		– Sell
-2,026
Closed -$229K – 98
2020
Q4 		$229K Buy
+2,026
New +$221K 0.13% 83

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Shoker Investment Counsel's XLV Position: Q1 2021 in Review

Shoker Investment Counsel sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2021, closing a stake of 2,026 shares — an estimated $229K sold.

Shoker Investment Counsel first reported a position in XLV in Q4 2020 and held it in 1 quarter. The position peaked at $229K in Q4 2020. 1,182 funds tracked by Wall St. Rank hold XLV as of Q1 2021.

  • Shoker Investment Counsel reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
  • Shoker Investment Counsel sold 2,026 State Street Health Care Select Sector SPDR ETF shares in Q1 2021, an estimated $229K.
  • Shoker Investment Counsel first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 1 quarter.
  • Shoker Investment Counsel's State Street Health Care Select Sector SPDR ETF position peaked at $229K in Q4 2020.
  • 1,182 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2021.

Based on Shoker Investment Counsel's 13F filing for Q1 2021, filed 11 May 2021.