Catalyst 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
-2,222
Closed -$302K 133
2022
Q4
$302K Buy
+2,222
New +$294K 0.28% 99

Other funds holding XLV

Catalyst Wealth Management's XLV Position: Q1 2023 in Review

Catalyst Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2023, closing a stake of 2,222 shares — an estimated $302K sold.

Catalyst Wealth Management first reported a position in XLV in Q4 2022 and held it in 1 quarter. The position peaked at $302K in Q4 2022. 1,509 funds tracked by Wall St. Rank hold XLV as of Q1 2023.

  • Catalyst Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Catalyst Wealth Management sold 2,222 State Street Health Care Select Sector SPDR ETF shares in Q1 2023, an estimated $302K.
  • Catalyst Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Catalyst Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $302K 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 Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.