WealthTrust-Arizona’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$160K	Buy	+1,852	New	+$168K	0.09%	72
2018 Q1	–	Sell	-1,562	Closed	-$129K	–	696
2017 Q4	$129K	Buy	+1,562	New	+$129K	0.06%	88

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

Goldman Sachs New York $871B AUM 31.28% 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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

WealthTrust-Arizona's XLV Position: Q4 2018 in Review

WealthTrust-Arizona opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2018: 1,852 shares worth $160K. The stake represents 0.09% of the portfolio and ranks #72 among its holdings. This is a return to the name: WealthTrust-Arizona previously reported a position in XLV as recently as Q4 2017.

WealthTrust-Arizona first reported a position in XLV in Q4 2017 and has held it in 2 quarters since. 882 funds tracked by Wall St. Rank hold XLV as of Q4 2018.

WealthTrust-Arizona held 1,852 shares of State Street Health Care Select Sector SPDR ETF worth $160K as of Q4 2018.
State Street Health Care Select Sector SPDR ETF was a new WealthTrust-Arizona position in Q4 2018.
State Street Health Care Select Sector SPDR ETF made up 0.09% of WealthTrust-Arizona's portfolio in Q4 2018, its #72 holding.
WealthTrust-Arizona first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 2 quarters since.
882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.