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

Alpha 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
2023 Q2	–	Sell	-2,412	Closed	-$312K	–	47
2023 Q1	$312K	Buy	+2,412	New	+$315K	0.22%	30

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Alpha Financial Advisors's XLV Position: Q2 2023 in Review

Alpha Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2023, closing a stake of 2,412 shares — an estimated $312K sold.

Alpha Financial Advisors first reported a position in XLV in Q1 2023 and held it in 1 quarter. The position peaked at $312K in Q1 2023. 1,544 funds tracked by Wall St. Rank hold XLV as of Q2 2023.

Alpha Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Alpha Financial Advisors sold 2,412 State Street Health Care Select Sector SPDR ETF shares in Q2 2023, an estimated $312K.
Alpha Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
Alpha Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $312K in Q1 2023.
1,544 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2023.

Based on Alpha Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.