Elite 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
2018
Q2
Sell
-7,904
Closed -$643K 65
2018
Q1
$643K Buy
7,904
+303
+4% +$25.8K 0.53% 43
2017
Q4
$628K Buy
+7,601
New +$627K 0.53% 43
2014
Q3
Sell
-265
Closed -$16K 718
2014
Q2
$16K Buy
+265
New +$15.6K 0.02% 195
2014
Q1
Sell
-1,051
Closed -$58K 680
2013
Q4
$58K Buy
+1,051
New +$56.2K 0.04% 146

Other funds holding XLV

Elite Wealth Management's XLV Position: Q2 2018 in Review

Elite Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2018, closing a stake of 7,904 shares — an estimated $643K sold.

Elite Wealth Management first reported a position in XLV in Q4 2013 and held it in 4 quarters. The position peaked at $643K in Q1 2018. 741 funds tracked by Wall St. Rank hold XLV as of Q2 2018.

  • Elite Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
  • Elite Wealth Management sold 7,904 State Street Health Care Select Sector SPDR ETF shares in Q2 2018, an estimated $643K.
  • Elite Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and held it in 4 quarters.
  • Elite Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $643K in Q1 2018.
  • 741 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2018.

Based on Elite Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.