Arcadia Wealth Management (New Hampshire)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 Q1	–	Sell	-1,667	Closed	-$226K	–	65
2022 Q4	$226K	Buy	+1,667	New	+$221K	0.2%	54

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

RJA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s XLV Position: Q1 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2023, closing a stake of 1,667 shares — an estimated $226K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in XLV in Q4 2022 and held it in 1 quarter. The position peaked at $226K in Q4 2022. 1,509 funds tracked by Wall St. Rank hold XLV as of Q1 2023.

Arcadia Wealth Management (New Hampshire) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Arcadia Wealth Management (New Hampshire) sold 1,667 State Street Health Care Select Sector SPDR ETF shares in Q1 2023, an estimated $226K.
Arcadia Wealth Management (New Hampshire) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
Arcadia Wealth Management (New Hampshire)'s State Street Health Care Select Sector SPDR ETF position peaked at $226K in Q4 2022.
1,509 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q1 2023, filed 20 Apr 2023.