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Wealthspire Advisors (Maryland)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-4,679
Closed -$468K – 554
2020
Q2 		$468K Buy
4,679
+430
+10% +$42.4K 0.03% 272
2020
Q1 		$376K Buy
4,249
+1,328
+45% +$129K 0.03% 272
2019
Q4 		$298K Buy
+2,921
New +$281K 0.02% 377
2019
Q3 		– Sell
-2,898
Closed -$268K – 486
2019
Q2 		$268K Hold
2,898
– – 0.02% 378
2019
Q1 		$266K Hold
2,898
– – 0.02% 385
2018
Q4 		$251K Buy
2,898
+62
+2% +$5.61K 0.02% 360
2018
Q3 		$270K Sell
2,836
-37
-1% -$3.34K 0.02% 388
2018
Q2 		$240K Sell
2,873
-53
-2% -$4.39K 0.02% 413
2018
Q1 		$238K Buy
2,926
+57
+2% +$4.86K 0.02% 420
2017
Q4 		$237K Buy
2,869
+33
+1% +$2.72K 0.02% 428
2017
Q3 		$232K Hold
2,836
– – 0.03% 431
2017
Q2 		$225K Hold
2,836
– – 0.03% 417
2017
Q1 		$211K Hold
2,836
– – 0.03% 375
2016
Q4 		$196K Sell
2,836
-148
-5% -$10.3K 0.03% 375
2016
Q3 		$215K Buy
2,984
+870
+41% +$64K 0.03% 362
2016
Q2 		$152K Hold
2,114
– – 0.03% 439
2016
Q1 		$143K Hold
2,114
– – 0.03% 435
2015
Q4 		$152K Buy
+2,114
New +$149K 0.03% 436

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XLV Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2020, closing a stake of 4,679 shares — an estimated $468K sold.

Wealthspire Advisors (Maryland) first reported a position in XLV in Q4 2015 and held it in 18 quarters. The position peaked at $468K in Q2 2020. 1,053 funds tracked by Wall St. Rank hold XLV as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,679 State Street Health Care Select Sector SPDR ETF shares in Q3 2020, an estimated $468K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2015 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s State Street Health Care Select Sector SPDR ETF position peaked at $468K in Q2 2020.
  • 1,053 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.