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Impact Partnership Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-184
Closed -$27.2K – 707
2024
Q1 		$27.2K Hold
184
– – 0.01% 364
2023
Q4 		$25.1K Sell
184
-921
-83% -$120K 0.01% 390
2023
Q3 		$142K Buy
1,105
+356
+48% +$47.3K 0.04% 240
2023
Q2 		$99.4K Buy
+749
New +$98.7K 0.03% 181

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Impact Partnership Wealth's XLV Position: Q2 2024 in Review

Impact Partnership Wealth sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2024, closing a stake of 184 shares — an estimated $27.2K sold.

Impact Partnership Wealth first reported a position in XLV in Q2 2023 and held it in 4 quarters. The position peaked at $142K in Q3 2023. 1,663 funds tracked by Wall St. Rank hold XLV as of Q2 2024.

  • Impact Partnership Wealth reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 184 State Street Health Care Select Sector SPDR ETF shares in Q2 2024, an estimated $27.2K.
  • Impact Partnership Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $142K in Q3 2023.
  • 1,663 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.