J. Arnold Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

J. Arnold Wealth Management’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
2023 Q2	–	Sell	-678	Closed	-$87.8K	–	56
2023 Q1	$87.8K	Sell	678 -235	-26%	-$30.7K	0.04%	32
2022 Q4	$124K	Sell	913 -1,483	-62%	-$197K	0.06%	44
2022 Q3	$290K	Sell	2,396 -60,082	-96%	-$7.74M	0.16%	25
2022 Q2	$8.01M	Buy	62,478 +62,415	+99,071%	+$8.18M	6.11%	8
2022 Q1	$9K	Sell	63 -3,190	-98%	-$422K	﹤0.01%	40
2021 Q4	$458K	Buy	3,253 +55	+2%	+$7.3K	0.21%	25
2021 Q3	$407K	Buy	3,198 +580	+22%	+$76.7K	0.2%	30
2021 Q2	$330K	Buy	2,618 +308	+13%	+$37.7K	0.16%	34
2021 Q1	$272K	Sell	2,310 -744	-24%	-$85.9K	0.15%	40
2020 Q4	$346K	Buy	3,054 +1,239	+68%	+$135K	0.2%	34
2020 Q3	$191K	Buy	1,815 +138	+8%	+$14.5K	0.14%	32
2020 Q2	$168K	Buy	1,677 +1,574	+1,528%	+$155K	0.14%	42
2020 Q1	$9K	Sell	103 -8,534	-99%	-$829K	0.03%	30
2019 Q4	$880K	Buy	+8,637	New	+$830K	1.13%	18

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

Goldman Sachs New York $871B AUM 31.28% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $40.4B AUM 21.2% 1-Year Est. Return

J. Arnold Wealth Management's XLV Position: Q2 2023 in Review

J. Arnold Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2023, closing a stake of 678 shares — an estimated $87.8K sold.

J. Arnold Wealth Management first reported a position in XLV in Q4 2019 and held it in 14 quarters. The position peaked at $8.01M in Q2 2022. 1,542 funds tracked by Wall St. Rank hold XLV as of Q2 2023.

J. Arnold Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 678 State Street Health Care Select Sector SPDR ETF shares in Q2 2023, an estimated $87.8K.
J. Arnold Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 14 quarters.
J. Arnold Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $8.01M in Q2 2022.
1,542 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2023.

Based on J. Arnold Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.