Genesis Wealth 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
2015
Q2
$196K Sell
2,639
-376
-12% -$27.9K 0.16% 71
2015
Q1
$216K Buy
3,015
+115
+4% +$8.2K 0.18% 60
2014
Q4
$210K Buy
+2,900
New +$194K 0.17% 63

Other funds holding XLV

Genesis Wealth Advisors's XLV Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q2 2015, selling an estimated $27.9K and leaving 2,639 shares worth $196K. The position accounts for 0.16% of the portfolio, ranked #71.

Genesis Wealth Advisors first reported a position in XLV in Q4 2014 and has held it in 3 quarters since. The position peaked at $216K in Q1 2015. 539 funds tracked by Wall St. Rank hold XLV as of Q2 2015.

  • Genesis Wealth Advisors held 2,639 shares of State Street Health Care Select Sector SPDR ETF worth $196K as of Q2 2015.
  • Genesis Wealth Advisors sold 376 State Street Health Care Select Sector SPDR ETF shares in Q2 2015, an estimated $27.9K.
  • State Street Health Care Select Sector SPDR ETF made up 0.16% of Genesis Wealth Advisors's portfolio in Q2 2015, its #71 holding.
  • Genesis Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $216K in Q1 2015.
  • 539 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.