Taiyo Life Insurance Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Taiyo Life Insurance Company’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 Q4	–	Sell	-137,000	Closed	-$21.1M	–	13
2024 Q3	$21.1M	Sell	137,000 -73,000	-35%	-$11.1M	1.67%	12
2024 Q2	$30.6M	Hold	210,000	–	–	2.45%	12
2024 Q1	$31M	Sell	210,000 -136,500	-39%	-$19.6M	2.5%	12
2023 Q4	$47.3M	Hold	346,500	–	–	3.77%	11
2023 Q3	$44.6M	Buy	346,500 +158,000	+84%	+$21M	3.45%	13
2023 Q2	$25M	Buy	+188,500	New	+$24.8M	1.98%	13

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Taiyo Life Insurance Company's XLV Position: Q4 2024 in Review

Taiyo Life Insurance Company sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 137,000 shares — an estimated $21.1M sold.

Taiyo Life Insurance Company first reported a position in XLV in Q2 2023 and held it in 6 quarters. The position peaked at $47.3M in Q4 2023. 1,761 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Taiyo Life Insurance Company reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Taiyo Life Insurance Company sold 137,000 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $21.1M.
Taiyo Life Insurance Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and held it in 6 quarters.
Taiyo Life Insurance Company's State Street Health Care Select Sector SPDR ETF position peaked at $47.3M in Q4 2023.
1,761 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Taiyo Life Insurance Company's 13F filing for Q4 2024, filed 30 Jan 2025.