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

Solitude 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 Q1	–	Sell	-15,663	Closed	-$2.21M	–	44
2021 Q4	$2.21M	Sell	15,663 -9,029	-37%	-$1.2M	1.47%	16
2021 Q3	$3.14M	Buy	24,692 +3,993	+19%	+$528K	2.17%	15
2021 Q2	$2.61M	Sell	20,699 -1,590	-7%	-$195K	1.89%	17
2021 Q1	$2.6M	Buy	22,289 +12,793	+135%	+$1.48M	2.1%	16
2020 Q4	$1.08M	Buy	+9,496	New	+$1.04M	0.95%	27

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Solitude Financial Services's XLV Position: Q1 2022 in Review

Solitude Financial Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2022, closing a stake of 15,663 shares — an estimated $2.21M sold.

Solitude Financial Services first reported a position in XLV in Q4 2020 and held it in 5 quarters. The position peaked at $3.14M in Q3 2021. 1,438 funds tracked by Wall St. Rank hold XLV as of Q1 2022.

Solitude Financial Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Solitude Financial Services sold 15,663 State Street Health Care Select Sector SPDR ETF shares in Q1 2022, an estimated $2.21M.
Solitude Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
Solitude Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $3.14M in Q3 2021.
1,438 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2022.

Based on Solitude Financial Services's 13F filing for Q1 2022, filed 12 Apr 2022.