WB
XLV icon

West Bancorporation’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

West Bancorporation’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
2022
Q4 		– Sell
-559
Closed -$68K – 257
2022
Q3 		$68K Hold
559
– – 0.05% 156
2022
Q2 		$72K Sell
559
-86
-13% -$11.3K 0.05% 151
2022
Q1 		$88K Hold
645
– – 0.05% 154
2021
Q4 		$91K Buy
+645
New +$85.6K 0.07% 126
2020
Q3 		$47K Hold
445
– – 0.06% 141
2020
Q2 		$45K Hold
445
– – 0.05% 140
2020
Q1 		$39K Hold
445
– – 0.05% 138
2019
Q4 		$45K Buy
+445
New +$42.8K 0.05% 142

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return