Core Wealth Advisors (Florida)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Core Wealth Advisors (Florida)’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
2024 Q2	–	Sell	-60	Closed	-$8.86K	–	249
2024 Q1	$8.86K	Hold	60	–	–	﹤0.01%	193
2023 Q4	$8.18K	Hold	60	–	–	﹤0.01%	193
2023 Q3	$7.72K	Hold	60	–	–	﹤0.01%	180
2023 Q2	$7.96K	Hold	60	–	–	﹤0.01%	174
2023 Q1	$7.77K	Sell	60 -455	-88%	-$59.4K	﹤0.01%	174
2022 Q4	$70K	Buy	515 +455	+758%	+$60.3K	0.03%	73
2022 Q3	$7K	Buy	+60	New	+$7.73K	﹤0.01%	159

Other funds holding XLV

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Core Wealth Advisors (Florida)'s XLV Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2024, closing a stake of 60 shares — an estimated $8.86K sold.

Core Wealth Advisors (Florida) first reported a position in XLV in Q3 2022 and held it in 7 quarters. The position peaked at $70K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold XLV as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 60 State Street Health Care Select Sector SPDR ETF shares in Q2 2024, an estimated $8.86K.
Core Wealth Advisors (Florida) first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and held it in 7 quarters.
Core Wealth Advisors (Florida)'s State Street Health Care Select Sector SPDR ETF position peaked at $70K in Q4 2022.
1,663 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.