YorkBridge Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

YorkBridge Wealth Partners’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	$448K	Hold	3,300	–	–	0.11%	139
2022 Q3	$400K	Hold	3,300	–	–	0.1%	140
2022 Q2	$423K	Hold	3,300	–	–	0.11%	141
2022 Q1	$452K	Hold	3,300	–	–	0.1%	155
2021 Q4	$465K	Hold	3,300	–	–	0.1%	151
2021 Q3	$420K	Sell	3,300 -60	-2%	-$7.93K	0.11%	149
2021 Q2	$423K	Hold	3,360	–	–	0.11%	145
2021 Q1	$392K	Sell	3,360 -350	-9%	-$40.4K	0.12%	142
2020 Q4	$421K	Hold	3,710	–	–	0.14%	118
2020 Q3	$391K	Hold	3,710	–	–	0.16%	108
2020 Q2	$371K	Hold	3,710	–	–	0.17%	110
2020 Q1	$329K	Sell	3,710 -332	-8%	-$32.3K	0.2%	108
2019 Q4	$412K	Buy	4,042 +285	+8%	+$27.4K	0.19%	118
2019 Q3	$339K	Sell	3,757 -35	-0.9%	-$3.2K	0.17%	124
2019 Q2	$351K	Hold	3,792	–	–	0.16%	121
2019 Q1	$348K	Sell	3,792 -30	-0.8%	-$2.71K	0.16%	124
2018 Q4	$331K	Hold	3,822	–	–	0.18%	123
2018 Q3	$365K	Sell	3,822 -831	-18%	-$75.1K	0.17%	121
2018 Q2	$388K	Hold	4,653	–	–	0.17%	119
2018 Q1	$381K	Sell	4,653 -75	-2%	-$6.39K	0.18%	122
2017 Q4	$393K	Sell	4,728 -135	-3%	-$11.1K	0.19%	115
2017 Q3	$397K	Buy	4,863 +332	+7%	+$26.7K	0.21%	104
2017 Q2	$360K	Sell	4,531 -30	-0.7%	-$2.29K	0.19%	114
2017 Q1	$346K	Sell	4,561 -240	-5%	-$17.5K	0.18%	115
2016 Q4	$334K	Buy	+4,801	New	+$333K	0.2%	110

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

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

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

YorkBridge Wealth Partners's XLV Position: Q4 2022 in Review

YorkBridge Wealth Partners held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q4 2022 at 3,300 shares worth $448K. The position accounts for 0.11% of the portfolio, ranked #139.

YorkBridge Wealth Partners first reported a position in XLV in Q4 2016 and has held it in 25 quarters since. The position peaked at $465K in Q4 2021. 1,606 funds tracked by Wall St. Rank hold XLV as of Q4 2022.

YorkBridge Wealth Partners held 3,300 shares of State Street Health Care Select Sector SPDR ETF worth $448K as of Q4 2022.
YorkBridge Wealth Partners left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q4 2022.
State Street Health Care Select Sector SPDR ETF made up 0.11% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #139 holding.
YorkBridge Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 25 quarters since.
YorkBridge Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $465K in Q4 2021.
1,606 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.