Mattern 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
2021
Q3
Sell
-1,648
Closed -$212K 172
2021
Q2
$212K Buy
+1,648
New +$202K 0.07% 163
2020
Q1
Sell
-2,298
Closed -$234K 137
2019
Q4
$234K Buy
+2,298
New +$221K 0.14% 120

Other funds holding XLV

Mattern Wealth Management's XLV Position: Q3 2021 in Review

Mattern Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2021, closing a stake of 1,648 shares — an estimated $212K sold.

Mattern Wealth Management first reported a position in XLV in Q4 2019 and held it in 2 quarters. The position peaked at $234K in Q4 2019. 1,273 funds tracked by Wall St. Rank hold XLV as of Q3 2021.

  • Mattern Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Mattern Wealth Management sold 1,648 State Street Health Care Select Sector SPDR ETF shares in Q3 2021, an estimated $212K.
  • Mattern Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
  • Mattern Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $234K in Q4 2019.
  • 1,273 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2021.

Based on Mattern Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.