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

Wipfli Financial 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
2022 Q3	$125K	Buy	+1,036	New	+$133K	0.01%	628

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wipfli Financial Advisors's XLV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2022: 1,036 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #628 among its holdings.

1,422 funds tracked by Wall St. Rank hold XLV as of Q3 2022.

Wipfli Financial Advisors held 1,036 shares of State Street Health Care Select Sector SPDR ETF worth $125K as of Q3 2022.
State Street Health Care Select Sector SPDR ETF was a new Wipfli Financial Advisors position in Q3 2022.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #628 holding.
1,422 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.