Jackson Wealth Management’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
Q1
Sell
-34,284
Closed -$4.66M 171
2022
Q4
$4.66M Buy
+34,284
New +$4.54M 1.71% 20
2015
Q4
Sell
-5,918
Closed -$392K 122
2015
Q3
$392K Buy
5,918
+835
+16% +$61K 0.14% 86
2015
Q2
$377K Buy
5,083
+33
+0.7% +$2.45K 0.13% 90
2015
Q1
$366K Buy
5,050
+346
+7% +$24.7K 0.12% 91
2014
Q4
$322K Buy
+4,704
New +$315K 0.11% 99

Other funds holding XLV

Jackson Wealth Management's XLV Position: Q1 2023 in Review

Jackson Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2023, closing a stake of 34,284 shares — an estimated $4.66M sold.

Jackson Wealth Management first reported a position in XLV in Q4 2014 and held it in 5 quarters. The position peaked at $4.66M in Q4 2022. 1,508 funds tracked by Wall St. Rank hold XLV as of Q1 2023.

  • Jackson Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 34,284 State Street Health Care Select Sector SPDR ETF shares in Q1 2023, an estimated $4.66M.
  • Jackson Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and held it in 5 quarters.
  • Jackson Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $4.66M in Q4 2022.
  • 1,508 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2023.

Based on Jackson Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.