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

Stewardship Financial 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	$72K	Hold	618	–	–	0.03%	71
2020 Q4	$70K	Hold	618	–	–	0.03%	69
2020 Q3	$65K	Buy	+618	New	+$65K	0.03%	63
2020 Q1	–	Sell	-680	Closed	-$69K	–	94
2019 Q4	$69K	Buy	+680	New	+$65.4K	0.03%	65

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

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

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

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

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

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Stewardship Financial Advisors's XLV Position: Q1 2021 in Review

Stewardship Financial Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2021 at 618 shares worth $72K. The position accounts for 0.03% of the portfolio, ranked #71.

Stewardship Financial Advisors first reported a position in XLV in Q4 2019 and has held it in 4 quarters since. 1,181 funds tracked by Wall St. Rank hold XLV as of Q1 2021.

Stewardship Financial Advisors held 618 shares of State Street Health Care Select Sector SPDR ETF worth $72K as of Q1 2021.
Stewardship Financial Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2021.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Stewardship Financial Advisors's portfolio in Q1 2021, its #71 holding.
Stewardship Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 4 quarters since.
1,181 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.