Gary Goldberg Planning Services’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
2014
Q4
$30K Buy
440
+100
+29% +$6.69K 0.01% 271
2014
Q3
$22K Hold
340
0.01% 308
2014
Q2
$21K Hold
340
0.01% 297
2014
Q1
$20K Buy
340
+30
+10% +$1.73K 0.01% 278
2013
Q4
$17K Hold
310
0.01% 260
2013
Q3
$16K Buy
+310
New +$15.6K 0.01% 262

Other funds holding XLV

Gary Goldberg Planning Services's XLV Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 29% in Q4 2014, buying an estimated $6.69K and bringing the position to 440 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #271.

Gary Goldberg Planning Services first reported a position in XLV in Q3 2013 and has held it in 6 quarters since. 507 funds tracked by Wall St. Rank hold XLV as of Q4 2014.

  • Gary Goldberg Planning Services held 440 shares of State Street Health Care Select Sector SPDR ETF worth $30K as of Q4 2014.
  • Gary Goldberg Planning Services bought 100 State Street Health Care Select Sector SPDR ETF shares in Q4 2014, an estimated $6.69K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #271 holding.
  • Gary Goldberg Planning Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2013 and has held it in 6 quarters since.
  • 507 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.