Clearview Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Clearview Wealth Advisors’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-24	Closed	-$3.19K	–	660
2023 Q2	$3.19K	Buy	24 +1	+4%	+$132	﹤0.01%	479
2023 Q1	$2.98K	Buy	23 +1	+5%	+$131	﹤0.01%	483
2022 Q4	$2.99K	Sell	22 -20	-48%	-$2.65K	﹤0.01%	450
2022 Q3	$5K	Buy	42 +20	+91%	+$2.58K	﹤0.01%	419
2022 Q2	$3K	Hold	22	–	–	﹤0.01%	484
2022 Q1	$3K	Hold	22	–	–	﹤0.01%	506
2021 Q4	$3K	Hold	22	–	–	﹤0.01%	568
2021 Q3	$3K	Hold	22	–	–	﹤0.01%	566
2021 Q2	$3K	Hold	22	–	–	﹤0.01%	558
2021 Q1	$3K	Sell	22 -49	-69%	-$5.66K	﹤0.01%	534
2020 Q4	$8K	Buy	+71	New	+$7.75K	0.01%	410

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clearview Wealth Advisors's XLV Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2023, closing a stake of 24 shares — an estimated $3.19K sold.

Clearview Wealth Advisors first reported a position in XLV in Q4 2020 and held it in 11 quarters. The position peaked at $8K in Q4 2020. 1,520 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 24 State Street Health Care Select Sector SPDR ETF shares in Q3 2023, an estimated $3.19K.
Clearview Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $8K in Q4 2020.
1,520 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.