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TMD & Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

TMD & Associates’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
2017
Q1 		– Sell
-8,000
Closed -$552K – 29
2016
Q4 		$552K Buy
+8,000
New +$555K 0.48% 22

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

TMD & Associates's XLV Position: Q1 2017 in Review

TMD & Associates sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2017, closing a stake of 8,000 shares — an estimated $552K sold.

TMD & Associates first reported a position in XLV in Q4 2016 and held it in 1 quarter. The position peaked at $552K in Q4 2016. 661 funds tracked by Wall St. Rank hold XLV as of Q1 2017.

  • TMD & Associates reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
  • TMD & Associates sold 8,000 State Street Health Care Select Sector SPDR ETF shares in Q1 2017, an estimated $552K.
  • TMD & Associates first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and held it in 1 quarter.
  • TMD & Associates's State Street Health Care Select Sector SPDR ETF position peaked at $552K in Q4 2016.
  • 661 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2017.

Based on TMD & Associates's 13F filing for Q1 2017, filed 26 Apr 2017.