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TFO
Tarbox Family Office’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
Tarbox Family Office’s Portfolio
XLV Stock Details
XLV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-12
Closed
-$2K
–
1153
2021
Q4
$2K
Buy
+12
New
+$1.59K
﹤0.01%
948
2020
Q1
–
Sell
-1,583
Closed
-$161K
–
1350
2019
Q4
$161K
Hold
1,583
–
–
0.04%
117
2019
Q3
$143K
Hold
1,583
–
–
0.04%
104
2019
Q2
$147K
Hold
1,583
–
–
0.05%
103
2019
Q1
$145K
Hold
1,583
–
–
0.05%
98
2018
Q4
$137K
Hold
1,583
–
–
0.06%
98
2018
Q3
$151K
Hold
1,583
–
–
0.05%
101
2018
Q2
$132K
Hold
1,583
–
–
0.05%
107
2018
Q1
$129K
Hold
1,583
–
–
0.05%
108
2017
Q4
$131K
Hold
1,583
–
–
0.05%
109
2017
Q3
$129K
Hold
1,583
–
–
0.06%
103
2017
Q2
$125K
Hold
1,583
–
–
0.06%
99
2017
Q1
$118K
Buy
+1,583
New
+$115K
0.06%
90
2015
Q4
–
Sell
-200
Closed
-$13K
–
591
2015
Q3
$13K
Buy
+200
New
+$14.6K
0.01%
201
Other funds holding XLV
WA
WestEnd Advisors
Charlotte, North Carolina
$4.14B AUM
15.99%
1-Year Est. Return
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
Barclays
London, United Kingdom
$416B AUM
33.63%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal, Quebec, Canada
$62.4B AUM
23.7%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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