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Strategic Capital Advisers’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Strategic Capital Advisers’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
2019
Q4 		– Sell
-16
Closed -$1K – 85
2019
Q3 		$1K Buy
+16
New +$1.46K ﹤0.01% 78

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Strategic Capital Advisers's XLV Position: Q4 2019 in Review

Strategic Capital Advisers sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2019, closing a stake of 16 shares — an estimated $1K sold.

Strategic Capital Advisers first reported a position in XLV in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 1,015 funds tracked by Wall St. Rank hold XLV as of Q4 2019.

  • Strategic Capital Advisers reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Capital Advisers sold 16 State Street Health Care Select Sector SPDR ETF shares in Q4 2019, an estimated $1K.
  • Strategic Capital Advisers first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Capital Advisers's State Street Health Care Select Sector SPDR ETF position peaked at $1K in Q3 2019.
  • 1,015 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2019.

Based on Strategic Capital Advisers's 13F filing for Q4 2019, filed 27 Jan 2020.