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Woodley Farra Manion Portfolio Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Woodley Farra Manion Portfolio Management’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
-49
Closed -$5K – 408
2020
Q2 		$5K Buy
+49
New +$4.84K ﹤0.01% 335

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 $303B AUM 53.02% 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

Woodley Farra Manion Portfolio Management's XLV Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2020, closing a stake of 49 shares — an estimated $5K sold.

Woodley Farra Manion Portfolio Management first reported a position in XLV in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 1,054 funds tracked by Wall St. Rank hold XLV as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 49 State Street Health Care Select Sector SPDR ETF shares in Q3 2020, an estimated $5K.
  • Woodley Farra Manion Portfolio Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and held it in 1 quarter.
  • Woodley Farra Manion Portfolio Management's State Street Health Care Select Sector SPDR ETF position peaked at $5K in Q2 2020.
  • 1,054 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.