Connectus Wealth’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
Q3
Sell
-2,160
Closed -$287K 531
2023
Q2
$287K Buy
2,160
+610
+39% +$80.4K 0.01% 400
2023
Q1
$201K Sell
1,550
-8,399
-84% -$1.1M ﹤0.01% 421
2022
Q4
$1.35M Buy
+9,949
New +$1.32M 0.03% 254

Other funds holding XLV

Connectus Wealth's XLV Position: Q3 2023 in Review

Connectus Wealth sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2023, closing a stake of 2,160 shares — an estimated $287K sold.

Connectus Wealth first reported a position in XLV in Q4 2022 and held it in 3 quarters. The position peaked at $1.35M in Q4 2022. 1,520 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

  • Connectus Wealth reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Connectus Wealth sold 2,160 State Street Health Care Select Sector SPDR ETF shares in Q3 2023, an estimated $287K.
  • Connectus Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
  • Connectus Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $1.35M in Q4 2022.
  • 1,520 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on Connectus Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.