Stuart Chaussee & Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stuart Chaussee & Associates’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
2022 Q2	–	Sell	-100	Closed	-$14K	–	174
2022 Q1	$14K	Buy	+100	New	+$13.2K	0.01%	102
2021 Q2	–	Sell	-136	Closed	-$16K	–	240
2021 Q1	$16K	Buy	+136	New	+$15.7K	0.01%	100

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

Stuart Chaussee & Associates's XLV Position: Q2 2022 in Review

Stuart Chaussee & Associates sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2022, closing a stake of 100 shares — an estimated $14K sold.

Stuart Chaussee & Associates first reported a position in XLV in Q1 2021 and held it in 2 quarters. The position peaked at $16K in Q1 2021. 1,463 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

Stuart Chaussee & Associates reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Stuart Chaussee & Associates sold 100 State Street Health Care Select Sector SPDR ETF shares in Q2 2022, an estimated $14K.
Stuart Chaussee & Associates first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and held it in 2 quarters.
Stuart Chaussee & Associates's State Street Health Care Select Sector SPDR ETF position peaked at $16K in Q1 2021.
1,463 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2022, filed 15 Jul 2022.