TWP
XLV icon

Tempus Wealth Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Tempus Wealth Planning’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
-1,387
Closed -$202K – 228
2024
Q2 		$202K Buy
+1,387
New +$199K 0.08% 197

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tempus Wealth Planning's XLV Position: Q3 2024 in Review

Tempus Wealth Planning sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2024, closing a stake of 1,387 shares — an estimated $202K sold.

Tempus Wealth Planning first reported a position in XLV in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 1,733 funds tracked by Wall St. Rank hold XLV as of Q3 2024.

  • Tempus Wealth Planning reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 1,387 State Street Health Care Select Sector SPDR ETF shares in Q3 2024, an estimated $202K.
  • Tempus Wealth Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and held it in 1 quarter.
  • Tempus Wealth Planning's State Street Health Care Select Sector SPDR ETF position peaked at $202K in Q2 2024.
  • 1,733 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2024.

Based on Tempus Wealth Planning's 13F filing for Q3 2024, filed 22 Oct 2024.