IRON Financial’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
2014
Q4
Sell
-110,097
Closed -$7.04M 95
2014
Q3
$7.04M Buy
110,097
+50,506
+85% +$3.16M 8.98% 4
2014
Q2
$3.63M Buy
+59,591
New +$3.5M 3.21% 11

Other funds holding XLV

IRON Financial's XLV Position: Q4 2014 in Review

IRON Financial sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2014, closing a stake of 110,097 shares — an estimated $7.04M sold.

IRON Financial first reported a position in XLV in Q2 2014 and held it in 2 quarters. The position peaked at $7.04M in Q3 2014. 508 funds tracked by Wall St. Rank hold XLV as of Q4 2014.

  • IRON Financial reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
  • IRON Financial sold 110,097 State Street Health Care Select Sector SPDR ETF shares in Q4 2014, an estimated $7.04M.
  • IRON Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2014 and held it in 2 quarters.
  • IRON Financial's State Street Health Care Select Sector SPDR ETF position peaked at $7.04M in Q3 2014.
  • 508 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2014.

Based on IRON Financial's 13F filing for Q4 2014, filed 29 Jan 2015.