Stolper & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stolper & Co’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
2023 Q1	–	Sell	-1,504	Closed	-$204K	–	87
2022 Q4	$204K	Buy	+1,504	New	+$199K	0.09%	85
2022 Q2	–	Sell	-1,515	Closed	-$208K	–	88
2022 Q1	$208K	Hold	1,515	–	–	0.09%	86
2021 Q4	$213K	Buy	+1,515	New	+$201K	0.09%	85

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

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

Stolper & Co's XLV Position: Q1 2023 in Review

Stolper & Co sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2023, closing a stake of 1,504 shares — an estimated $204K sold.

Stolper & Co first reported a position in XLV in Q4 2021 and held it in 3 quarters. The position peaked at $213K in Q4 2021. 1,508 funds tracked by Wall St. Rank hold XLV as of Q1 2023.

Stolper & Co reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Stolper & Co sold 1,504 State Street Health Care Select Sector SPDR ETF shares in Q1 2023, an estimated $204K.
Stolper & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
Stolper & Co's State Street Health Care Select Sector SPDR ETF position peaked at $213K in Q4 2021.
1,508 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2023.

Based on Stolper & Co's 13F filing for Q1 2023, filed 11 Apr 2023.