SWS Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SWS Partners’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 Q3	–	Sell	-172	Closed	-$25.1K	–	305
2024 Q2	$25.1K	Buy	+172	New	+$24.7K	0.01%	194
2018 Q2	–	Sell	-295	Closed	-$23K	–	327
2018 Q1	$23K	Sell	295 -12	-4%	-$1.02K	0.02%	203
2017 Q4	$25K	Buy	+307	New	+$25.3K	0.02%	206

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

Goldman Sachs New York $871B AUM 31.28% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWS Partners's XLV Position: Q3 2024 in Review

SWS Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2024, closing a stake of 172 shares — an estimated $25.1K sold.

SWS Partners first reported a position in XLV in Q4 2017 and held it in 3 quarters. The position peaked at $25.1K in Q2 2024. 1,728 funds tracked by Wall St. Rank hold XLV as of Q3 2024.

SWS Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 172 State Street Health Care Select Sector SPDR ETF shares in Q3 2024, an estimated $25.1K.
SWS Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and held it in 3 quarters.
SWS Partners's State Street Health Care Select Sector SPDR ETF position peaked at $25.1K in Q2 2024.
1,728 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.