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

Birchcreek Wealth Management’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
2024 Q3	–	Sell	-12,912	Closed	-$1.88M	–	158
2024 Q2	$1.88M	Sell	12,912 -5,486	-30%	-$787K	1.06%	18
2024 Q1	$2.72M	Buy	18,398 +325	+2%	+$46.6K	1.43%	18
2023 Q4	$2.46M	Buy	18,073 +1,507	+9%	+$196K	1.47%	17
2023 Q3	$2.13M	Buy	16,566 +7,974	+93%	+$1.06M	1.45%	17
2023 Q2	$1.14M	Buy	8,592 +4,418	+106%	+$582K	0.8%	33
2023 Q1	$540K	Buy	4,174 +2,678	+179%	+$350K	0.43%	62
2022 Q4	$203K	Buy	+1,496	New	+$198K	0.18%	120
2021 Q1	–	Sell	-844	Closed	-$95K	–	308
2020 Q4	$95K	Buy	+844	New	+$92.1K	0.09%	154

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

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

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

NAM

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

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Birchcreek Wealth Management's XLV Position: Q3 2024 in Review

Birchcreek Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2024, closing a stake of 12,912 shares — an estimated $1.88M sold.

Birchcreek Wealth Management first reported a position in XLV in Q4 2020 and held it in 8 quarters. The position peaked at $2.72M in Q1 2024. 1,728 funds tracked by Wall St. Rank hold XLV as of Q3 2024.

Birchcreek Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 12,912 State Street Health Care Select Sector SPDR ETF shares in Q3 2024, an estimated $1.88M.
Birchcreek Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 8 quarters.
Birchcreek Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $2.72M in Q1 2024.
1,728 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.