Herold 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
2022
Q2
Sell
-400
Closed -$54.8K 690
2022
Q1
$54.8K Buy
+400
New +$53K 0.02% 366
2021
Q4
Sell
-200
Closed -$25K 665
2021
Q3
$25K Buy
+200
New +$26.4K 0.01% 489

Other funds holding XLV

Herold Advisors's XLV Position: Q2 2022 in Review

Herold Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2022, closing a stake of 400 shares — an estimated $54.8K sold.

Herold Advisors first reported a position in XLV in Q3 2021 and held it in 2 quarters. The position peaked at $54.8K in Q1 2022. 1,463 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

  • Herold Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 400 State Street Health Care Select Sector SPDR ETF shares in Q2 2022, an estimated $54.8K.
  • Herold Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $54.8K in Q1 2022.
  • 1,463 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.