Brown Miller Wealth Management’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
Q1
Sell
-5,837
Closed -$793K 131
2022
Q4
$793K Buy
5,837
+2,867
+97% +$380K 0.5% 55
2022
Q3
$359K Buy
+2,970
New +$383K 0.25% 77

Other funds holding XLV

Brown Miller Wealth Management's XLV Position: Q1 2023 in Review

Brown Miller Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2023, closing a stake of 5,837 shares — an estimated $793K sold.

Brown Miller Wealth Management first reported a position in XLV in Q3 2022 and held it in 2 quarters. The position peaked at $793K in Q4 2022. 1,508 funds tracked by Wall St. Rank hold XLV as of Q1 2023.

  • Brown Miller Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Brown Miller Wealth Management sold 5,837 State Street Health Care Select Sector SPDR ETF shares in Q1 2023, an estimated $793K.
  • Brown Miller Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and held it in 2 quarters.
  • Brown Miller Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $793K in Q4 2022.
  • 1,508 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2023.

Based on Brown Miller Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.