SVB Investment Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SVB Investment Services’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	–	Sell	-513	Closed	-$58K	–	62
2020 Q4	$58K	Hold	513	–	–	0.05%	51
2020 Q3	$54K	Buy	513 +193	+60%	+$20.3K	0.05%	49
2020 Q2	$32K	Hold	320	–	–	0.03%	51
2020 Q1	$28K	Hold	320	–	–	0.02%	47
2019 Q4	$33K	Buy	+320	New	+$30.8K	0.03%	50

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

SVB Investment Services's XLV Position: Q1 2021 in Review

SVB Investment Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2021, closing a stake of 513 shares — an estimated $58K sold.

SVB Investment Services first reported a position in XLV in Q4 2019 and held it in 5 quarters. The position peaked at $58K in Q4 2020. 1,181 funds tracked by Wall St. Rank hold XLV as of Q1 2021.

SVB Investment Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
SVB Investment Services sold 513 State Street Health Care Select Sector SPDR ETF shares in Q1 2021, an estimated $58K.
SVB Investment Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 5 quarters.
SVB Investment Services's State Street Health Care Select Sector SPDR ETF position peaked at $58K in Q4 2020.
1,181 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2021.

Based on SVB Investment Services's 13F filing for Q1 2021, filed 4 May 2021.