Global Wealth Management Investment Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-247	Closed	-$33.7K	–	455
2023 Q4	$33.7K	Hold	247	–	–	0.01%	220
2023 Q3	$31.8K	Hold	247	–	–	0.01%	220
2023 Q2	$32.8K	Buy	+247	New	+$32.6K	0.01%	219
2022 Q3	–	Sell	-245	Closed	-$31K	–	495
2022 Q2	$31K	Sell	245 -86	-26%	-$11.3K	0.01%	209
2022 Q1	$45K	Buy	331 +96	+41%	+$12.7K	0.01%	199
2021 Q4	$33K	Hold	235	–	–	0.01%	221
2021 Q3	$30K	Hold	235	–	–	0.01%	235
2021 Q2	$30K	Hold	235	–	–	0.01%	222
2021 Q1	$27K	Hold	235	–	–	0.01%	229
2020 Q4	$27K	Hold	235	–	–	0.01%	217
2020 Q3	$25K	Sell	235 -72	-23%	-$7.58K	0.01%	217
2020 Q2	$31K	Sell	307 -65	-17%	-$6.42K	0.01%	234
2020 Q1	$33K	Buy	372 +48	+15%	+$4.66K	0.02%	204
2019 Q4	$33K	Buy	324 +17	+6%	+$1.64K	0.01%	215
2019 Q3	$28K	Sell	307 -13	-4%	-$1.19K	0.01%	219
2019 Q2	$30K	Sell	320 -77	-19%	-$6.92K	0.01%	222
2019 Q1	$36K	Buy	397 +10	+3%	+$902	0.02%	242
2018 Q4	$33K	Buy	+387	New	+$35K	0.02%	245

Other funds holding XLV

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's XLV Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2024, closing a stake of 247 shares — an estimated $33.7K sold.

Global Wealth Management Investment Advisory first reported a position in XLV in Q4 2018 and held it in 18 quarters. The position peaked at $45K in Q1 2022. 1,667 funds tracked by Wall St. Rank hold XLV as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 247 State Street Health Care Select Sector SPDR ETF shares in Q1 2024, an estimated $33.7K.
Global Wealth Management Investment Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $45K in Q1 2022.
1,667 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.