Catamount 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
2019
Q1
$384K Sell
4,188
-176
-4% -$15.9K 0.22% 37
2018
Q4
$396K Buy
4,364
+203
+5% +$18.4K 0.27% 26
2018
Q3
$396K Buy
+4,161
New +$376K 0.19% 34
2015
Q3
Sell
-1,553
Closed -$116K 208
2015
Q2
$116K Buy
1,553
+1,475
+1,891% +$109K 0.09% 42
2015
Q1
$6K Hold
78
﹤0.01% 117
2014
Q4
$5K Buy
+78
New +$5.22K ﹤0.01% 103

Other funds holding XLV

Catamount Wealth Management's XLV Position: Q1 2019 in Review

Catamount Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4% in Q1 2019, selling an estimated $15.9K and leaving 4,188 shares worth $384K. The position accounts for 0.22% of the portfolio, ranked #37.

Catamount Wealth Management first reported a position in XLV in Q4 2014 and has held it in 6 quarters since. The position peaked at $396K in Q4 2018. 903 funds tracked by Wall St. Rank hold XLV as of Q1 2019.

  • Catamount Wealth Management held 4,188 shares of State Street Health Care Select Sector SPDR ETF worth $384K as of Q1 2019.
  • Catamount Wealth Management sold 176 State Street Health Care Select Sector SPDR ETF shares in Q1 2019, an estimated $15.9K.
  • State Street Health Care Select Sector SPDR ETF made up 0.22% of Catamount Wealth Management's portfolio in Q1 2019, its #37 holding.
  • Catamount Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and has held it in 6 quarters since.
  • Catamount Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $396K in Q4 2018.
  • 903 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.