CFS Investment Advisory Services’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
2022
Q4
Sell
-50,140
Closed 280
2022
Q3
$0 Buy
+50,140
New +$6.46M ﹤0.01% 370
2022
Q2
Sell
-57,337
Closed -$9K 544
2022
Q1
$9K Buy
+57,337
New +$7.59M 0.04% 167

Other funds holding XLV

CFS Investment Advisory Services's XLV Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2022, closing a stake of 50,140 shares.

CFS Investment Advisory Services first reported a position in XLV in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 1,606 funds tracked by Wall St. Rank hold XLV as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 50,140 State Street Health Care Select Sector SPDR ETF shares in Q4 2022.
  • CFS Investment Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $9K in Q1 2022.
  • 1,606 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.