Bridge Advisory’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
2024
Q3
$1.17M Sell
7,609
-14
-0.2% -$2.12K 0.56% 48
2024
Q2
$1.11M Buy
7,623
+611
+9% +$87.6K 0.55% 50
2024
Q1
$1.04M Buy
+7,012
New +$1.01M 0.51% 51

Other funds holding XLV

Bridge Advisory's XLV Position: Q3 2024 in Review

Bridge Advisory reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.18% in Q3 2024, selling an estimated $2.12K and leaving 7,609 shares worth $1.17M. The position accounts for 0.56% of the portfolio, ranked #48.

Bridge Advisory first reported a position in XLV in Q1 2024 and has held it in 3 quarters since. 1,728 funds tracked by Wall St. Rank hold XLV as of Q3 2024.

  • Bridge Advisory held 7,609 shares of State Street Health Care Select Sector SPDR ETF worth $1.17M as of Q3 2024.
  • Bridge Advisory sold 14 State Street Health Care Select Sector SPDR ETF shares in Q3 2024, an estimated $2.12K.
  • State Street Health Care Select Sector SPDR ETF made up 0.56% of Bridge Advisory's portfolio in Q3 2024, its #48 holding.
  • Bridge Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,728 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.