Vickerman & Driscoll Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Vickerman & Driscoll Financial Advisors’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
2020 Q1	$5.78M	Sell	65,193 -44,389	-41%	-$4.31M	3.54%	5
2019 Q4	$11.2M	Sell	109,582 -2,859	-3%	-$275K	5.64%	5
2019 Q3	$10.1M	Buy	112,441 +355	+0.3%	+$32.4K	5.56%	4
2019 Q2	$10.4M	Sell	112,086 -3,496	-3%	-$314K	5.76%	4
2019 Q1	$10.6M	Buy	115,582 +26,287	+29%	+$2.37M	5.98%	3
2018 Q4	$7.72M	Buy	89,295 +1,904	+2%	+$172K	6%	4
2018 Q3	$8.31M	Sell	87,391 -2,402	-3%	-$217K	5.8%	3
2018 Q2	$7.49M	Buy	89,793 +7,365	+9%	+$610K	5.47%	5
2018 Q1	$6.71M	Buy	82,428 +5,583	+7%	+$476K	4.95%	4
2017 Q4	$6.35M	Buy	+76,845	New	+$6.34M	4.99%	4

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's XLV Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 41% in Q1 2020, selling an estimated $4.31M and leaving 65,193 shares worth $5.78M. The position accounts for 3.54% of the portfolio, ranked #5.

Vickerman & Driscoll Financial Advisors first reported a position in XLV in Q4 2017 and has held it in 10 quarters since. The position peaked at $11.2M in Q4 2019. 1,006 funds tracked by Wall St. Rank hold XLV as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 65,193 shares of State Street Health Care Select Sector SPDR ETF worth $5.78M as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 44,389 State Street Health Care Select Sector SPDR ETF shares in Q1 2020, an estimated $4.31M.
State Street Health Care Select Sector SPDR ETF made up 3.54% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #5 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $11.2M in Q4 2019.
1,006 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.