WFG Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WFG Advisors’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
2017 Q2	$1.51M	Buy	19,102 +2,436	+15%	+$186K	0.34%	79
2017 Q1	$1.24M	Sell	16,666 -595	-3%	-$43.4K	0.33%	75
2016 Q4	$1.19M	Buy	17,261 +8,576	+99%	+$595K	0.29%	90
2016 Q3	$626K	Sell	8,685 -153	-2%	-$11.3K	0.16%	155
2016 Q2	$634K	Sell	8,838 -143	-2%	-$10.1K	0.17%	147
2016 Q1	$609K	Sell	8,981 -1,646	-15%	-$110K	0.18%	142
2015 Q4	$765K	Sell	10,627 -478	-4%	-$33.8K	0.23%	108
2015 Q3	$735K	Buy	11,105 +695	+7%	+$50.8K	0.23%	101
2015 Q2	$774K	Buy	10,410 +575	+6%	+$42.6K	0.21%	108
2015 Q1	$713K	Sell	9,835 -652	-6%	-$46.5K	0.2%	119
2014 Q4	$717K	Buy	10,487 +689	+7%	+$46.1K	0.15%	154
2014 Q3	$626K	Buy	9,798 +139	+1%	+$8.7K	0.12%	211
2014 Q2	$588K	Sell	9,659 -1,524	-14%	-$89.5K	0.11%	218
2014 Q1	$654K	Sell	11,183 -22,883	-67%	-$1.32M	0.13%	192
2013 Q4	$1.89M	Buy	34,066 +11,044	+48%	+$591K	0.27%	86
2013 Q3	$1.17M	Sell	23,022 -63,458	-73%	-$3.19M	0.18%	142
2013 Q2	$4.12M	Buy	+86,480	New	+$4.14M	0.68%	19

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

QIM

Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

WFG Advisors's XLV Position: Q2 2017 in Review

WFG Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 15% in Q2 2017, buying an estimated $186K and bringing the position to 19,102 shares worth $1.51M. The position accounts for 0.34% of the portfolio, ranked #79.

WFG Advisors first reported a position in XLV in Q2 2013 and has held it in 17 quarters since. The position peaked at $4.12M in Q2 2013. 674 funds tracked by Wall St. Rank hold XLV as of Q2 2017.

WFG Advisors held 19,102 shares of State Street Health Care Select Sector SPDR ETF worth $1.51M as of Q2 2017.
WFG Advisors bought 2,436 State Street Health Care Select Sector SPDR ETF shares in Q2 2017, an estimated $186K.
State Street Health Care Select Sector SPDR ETF made up 0.34% of WFG Advisors's portfolio in Q2 2017, its #79 holding.
WFG Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $4.12M in Q2 2013.
674 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.