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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthcare Capital Management's XLV Position: Q2 2021 in Review

Wealthcare Capital Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2021, closing a stake of 600 shares — an estimated $70K sold.

Wealthcare Capital Management first reported a position in XLV in Q1 2015 and held it in 22 quarters. The position peaked at $1.03M in Q1 2015. 1,202 funds tracked by Wall St. Rank hold XLV as of Q2 2021.

Wealthcare Capital Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 600 State Street Health Care Select Sector SPDR ETF shares in Q2 2021, an estimated $70K.
Wealthcare Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and held it in 22 quarters.
Wealthcare Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.03M in Q1 2015.
1,202 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.