Alaska Wealth Advisors’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
2023
Q4
Sell
-940
Closed -$121K 134
2023
Q3
$121K Buy
+940
New +$125K 0.02% 70

Other funds holding XLV

Alaska Wealth Advisors's XLV Position: Q4 2023 in Review

Alaska Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2023, closing a stake of 940 shares — an estimated $121K sold.

Alaska Wealth Advisors first reported a position in XLV in Q3 2023 and held it in 1 quarter. The position peaked at $121K in Q3 2023. 1,641 funds tracked by Wall St. Rank hold XLV as of Q4 2023.

  • Alaska Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Alaska Wealth Advisors sold 940 State Street Health Care Select Sector SPDR ETF shares in Q4 2023, an estimated $121K.
  • Alaska Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Alaska Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $121K in Q3 2023.
  • 1,641 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2023.

Based on Alaska Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.