St. Louis Financial Planners Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

St. Louis Financial Planners Asset Management’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
2024 Q2	–	Sell	-11,020	Closed	-$1.59M	–	44
2024 Q1	$1.59M	Buy	11,020 +198	+2%	+$28.4K	1.43%	29
2023 Q4	$1.48M	Buy	+10,822	New	+$1.41M	1.38%	31
2023 Q3	–	Sell	-13,140	Closed	-$1.74M	–	36
2023 Q2	$1.74M	Buy	13,140 +336	+3%	+$44.3K	1.75%	17
2023 Q1	$1.66M	Buy	+12,804	New	+$1.67M	1.89%	19

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

St. Louis Financial Planners Asset Management's XLV Position: Q2 2024 in Review

St. Louis Financial Planners Asset Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2024, closing a stake of 11,020 shares — an estimated $1.59M sold.

St. Louis Financial Planners Asset Management first reported a position in XLV in Q1 2023 and held it in 4 quarters. The position peaked at $1.74M in Q2 2023. 1,664 funds tracked by Wall St. Rank hold XLV as of Q2 2024.

St. Louis Financial Planners Asset Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 11,020 State Street Health Care Select Sector SPDR ETF shares in Q2 2024, an estimated $1.59M.
St. Louis Financial Planners Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and held it in 4 quarters.
St. Louis Financial Planners Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.74M in Q2 2023.
1,664 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2024.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.