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WCM
Wealthcare Capital Management’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
Wealthcare Capital Management’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
2021
Q2
–
Sell
-600
Closed
-$70K
–
689
2021
Q1
$70K
Buy
+600
New
+$69.3K
0.01%
120
2020
Q2
–
Sell
-600
Closed
-$53K
–
252
2020
Q1
$53K
Hold
600
–
–
0.01%
88
2019
Q4
$61K
Hold
600
–
–
0.01%
102
2019
Q3
$54K
Hold
600
–
–
0.01%
96
2019
Q2
$56K
Hold
600
–
–
0.01%
90
2019
Q1
$55K
Hold
600
–
–
0.01%
93
2018
Q4
$52K
Hold
600
–
–
0.01%
91
2018
Q3
$57K
Hold
600
–
–
0.01%
84
2018
Q2
$50K
Hold
600
–
–
0.01%
86
2018
Q1
$49K
Hold
600
–
–
0.01%
82
2017
Q4
$50K
Hold
600
–
–
0.01%
86
2017
Q3
$49K
Hold
600
–
–
0.01%
82
2017
Q2
$48K
Hold
600
–
–
0.01%
81
2017
Q1
$45K
Hold
600
–
–
﹤0.01%
85
2016
Q4
$41K
Hold
600
–
–
﹤0.01%
87
2016
Q3
$43K
Hold
600
–
–
﹤0.01%
77
2016
Q2
$43K
Hold
600
–
–
﹤0.01%
76
2016
Q1
$41K
Hold
600
–
–
﹤0.01%
86
2015
Q4
$43K
Hold
600
–
–
0.01%
91
2015
Q3
$40K
Sell
600
-533
-47%
-$39K
﹤0.01%
101
2015
Q2
$84K
Sell
1,133
-13,107
-92%
-$971K
0.01%
80
2015
Q1
$1.03M
Buy
+14,240
New
+$1.02M
0.12%
20
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
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
NAM
Nissay Asset Management
Tokyo, Japan
$18.9B AUM
27.21%
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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