Accurate Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,432
Closed -$479K 424
2024
Q4
$479K Sell
3,432
-207
-6% -$30.3K 0.09% 205
2024
Q3
$556K Buy
3,639
+1,357
+59% +$206K 0.11% 176
2024
Q2
$337K Buy
+2,282
New +$327K 0.08% 221
2023
Q1
Sell
-509
Closed -$68.5K 1495
2022
Q4
$68.5K Buy
+509
New +$67.4K 0.03% 385
2022
Q1
Sell
-45,631
Closed -$6.35M 196
2021
Q4
$6.35M Buy
45,631
+9,449
+26% +$1.25M 5.19% 3
2021
Q3
$5.01M Buy
+36,182
New +$4.78M 4.36% 3

Other funds holding XLV

Accurate Wealth Management's XLV Position: Q1 2025 in Review

Accurate Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 3,432 shares — an estimated $479K sold.

Accurate Wealth Management first reported a position in XLV in Q3 2021 and held it in 6 quarters. The position peaked at $6.35M in Q4 2021. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

  • Accurate Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 3,432 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $479K.
  • Accurate Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and held it in 6 quarters.
  • Accurate Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $6.35M in Q4 2021.
  • 1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Accurate Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.