Sugarloaf Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sugarloaf Wealth 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	-508	Closed	-$75K	–	689
2024 Q1	$75K	Hold	508	–	–	0.02%	253
2023 Q4	$69.3K	Hold	508	–	–	0.02%	252
2023 Q3	$65.4K	Sell	508 -106	-17%	-$14.1K	0.02%	254
2023 Q2	$81.5K	Buy	614 +1	+0.2%	+$132	0.02%	231
2023 Q1	$79.4K	Hold	613	–	–	0.02%	227
2022 Q4	$83.3K	Sell	613 -290	-32%	-$38.4K	0.02%	217
2022 Q3	$110K	Buy	903 +101	+13%	+$13K	0.03%	187
2022 Q2	$103K	Hold	802	–	–	0.03%	183
2022 Q1	$110K	Hold	802	–	–	0.03%	181
2021 Q4	$113K	Buy	802 +1	+0.1%	+$133	0.03%	186
2021 Q3	$102K	Hold	801	–	–	0.03%	192
2021 Q2	$101K	Buy	801 +426	+114%	+$52.2K	0.03%	187
2021 Q1	$93K	Sell	375 -425	-53%	-$49.1K	0.03%	199
2020 Q4	$91K	Buy	800 +1	+0.1%	+$109	0.03%	188
2020 Q3	$84K	Hold	799	–	–	0.03%	174
2020 Q2	$80K	Buy	799 +1	+0.1%	+$99	0.03%	183
2020 Q1	$71K	Buy	798 +100	+14%	+$9.71K	0.03%	181
2019 Q4	$71K	Buy	+698	New	+$67.1K	0.03%	219

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sugarloaf Wealth Management's XLV Position: Q2 2024 in Review

Sugarloaf Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2024, closing a stake of 508 shares — an estimated $75K sold.

Sugarloaf Wealth Management first reported a position in XLV in Q4 2019 and held it in 18 quarters. The position peaked at $113K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold XLV as of Q2 2024.

Sugarloaf Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 508 State Street Health Care Select Sector SPDR ETF shares in Q2 2024, an estimated $75K.
Sugarloaf Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 18 quarters.
Sugarloaf Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $113K in Q4 2021.
1,668 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.