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SpiderRock Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SpiderRock Advisors’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 		– Hold
0
– -$55K – 201
2020
Q4 		– Hold
0
– – – 157
2020
Q3 		– Hold
0
– – – 157
2020
Q2 		– Hold
0
– – – 141
2017
Q2 		– Hold
0
– -$11K – 1233
2017
Q1 		– Hold
0
– – – 804

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SpiderRock Advisors's XLV Position: Q3 2024 in Review

SpiderRock Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.1% in Q3 2024, selling an estimated $303 and leaving 2,042 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #721.

SpiderRock Advisors first reported a position in XLV in Q1 2024 and has held it in 3 quarters since. The position peaked at $320K in Q1 2024. 1,728 funds tracked by Wall St. Rank hold XLV as of Q3 2024.

  • SpiderRock Advisors held 2,042 shares of State Street Health Care Select Sector SPDR ETF worth $315K as of Q3 2024.
  • SpiderRock Advisors sold 2 State Street Health Care Select Sector SPDR ETF shares in Q3 2024, an estimated $303.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #721 holding.
  • SpiderRock Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $320K in Q1 2024.
  • 1,728 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.