IAM Advisory’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
2023
Q2
Sell
-19,614
Closed -$2.54M 103
2023
Q1
$2.54M Sell
19,614
-1,156
-6% -$151K 0.88% 15
2022
Q4
$2.82M Buy
20,770
+1,519
+8% +$201K 1.04% 13
2022
Q3
$2.33M Buy
+19,251
New +$2.48M 0.98% 16

Other funds holding XLV

IAM Advisory's XLV Position: Q2 2023 in Review

IAM Advisory sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2023, closing a stake of 19,614 shares — an estimated $2.54M sold.

IAM Advisory first reported a position in XLV in Q3 2022 and held it in 3 quarters. The position peaked at $2.82M in Q4 2022. 1,544 funds tracked by Wall St. Rank hold XLV as of Q2 2023.

  • IAM Advisory reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • IAM Advisory sold 19,614 State Street Health Care Select Sector SPDR ETF shares in Q2 2023, an estimated $2.54M.
  • IAM Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and held it in 3 quarters.
  • IAM Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $2.82M in Q4 2022.
  • 1,544 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2023.

Based on IAM Advisory's 13F filing for Q2 2023, filed 13 Jul 2023.