JPL Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
NAM
RJA
JPL Wealth Management's XLV Position: Q2 2024 in Review
JPL Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q2 2024, selling an estimated $49.5K and leaving 2,280 shares worth $332K. The position accounts for 0.16% of the portfolio, ranked #86.
JPL Wealth Management first reported a position in XLV in Q4 2023 and has held it in 3 quarters since. The position peaked at $388K in Q1 2024. 1,663 funds tracked by Wall St. Rank hold XLV as of Q2 2024.
- JPL Wealth Management held 2,280 shares of State Street Health Care Select Sector SPDR ETF worth $332K as of Q2 2024.
- JPL Wealth Management sold 345 State Street Health Care Select Sector SPDR ETF shares in Q2 2024, an estimated $49.5K.
- State Street Health Care Select Sector SPDR ETF made up 0.16% of JPL Wealth Management's portfolio in Q2 2024, its #86 holding.
- JPL Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 3 quarters since.
- JPL Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $388K in Q1 2024.
- 1,663 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2024.
Based on JPL Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.