Mirabella Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Mirabella Financial Services’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 Q4	–	Sell	-20,190	Closed	-$2.6M	–	613
2023 Q3	$2.6M	Buy	20,190 +8,096	+67%	+$1.07M	0.36%	76
2023 Q2	$1.61M	Buy	+12,094	New	+$1.59M	0.18%	154
2022 Q1	–	Sell	-6,540	Closed	-$921K	–	700
2021 Q4	$921K	Buy	+6,540	New	+$868K	0.09%	174
2021 Q3	–	Sell	-3,883	Closed	-$489K	–	561
2021 Q2	$489K	Buy	+3,883	New	+$476K	0.09%	169
2021 Q1	–	Sell	-63,000	Closed	-$7.15M	–	435
2020 Q4	$7.15M	Buy	+63,000	New	+$6.88M	0.89%	30

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Mirabella Financial Services's XLV Position: Q4 2023 in Review

Mirabella Financial Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2023, closing a stake of 20,190 shares — an estimated $2.6M sold.

Mirabella Financial Services first reported a position in XLV in Q4 2020 and held it in 5 quarters. The position peaked at $7.15M in Q4 2020. 1,641 funds tracked by Wall St. Rank hold XLV as of Q4 2023.

Mirabella Financial Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Mirabella Financial Services sold 20,190 State Street Health Care Select Sector SPDR ETF shares in Q4 2023, an estimated $2.6M.
Mirabella Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
Mirabella Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $7.15M in Q4 2020.
1,641 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2023.

Based on Mirabella Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.