Elm Advisors’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
2021
Q1
Sell
-1,050
Closed -$119K 264
2020
Q4
$119K Buy
+1,050
New +$115K 0.07% 106
2018
Q4
Sell
-1,550
Closed -$147K 278
2018
Q3
$147K Buy
+1,550
New +$140K 0.1% 97

Other funds holding XLV

Elm Advisors's XLV Position: Q1 2021 in Review

Elm Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2021, closing a stake of 1,050 shares — an estimated $119K sold.

Elm Advisors first reported a position in XLV in Q3 2018 and held it in 2 quarters. The position peaked at $147K in Q3 2018. 1,181 funds tracked by Wall St. Rank hold XLV as of Q1 2021.

  • Elm Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 1,050 State Street Health Care Select Sector SPDR ETF shares in Q1 2021, an estimated $119K.
  • Elm Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $147K in Q3 2018.
  • 1,181 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.