Momentum Advisors’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
2022
Q4
$253K Buy
+1,860
New +$246K 0.26% 64
2022
Q3
Sell
-1,612
Closed -$207K 80
2022
Q2
$207K Buy
+1,612
New +$211K 0.23% 58

Other funds holding XLV

Momentum Advisors's XLV Position: Q4 2022 in Review

Momentum Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2022: 1,860 shares worth $253K. The stake represents 0.26% of the portfolio and ranks #64 among its holdings. This is a return to the name: Momentum Advisors previously reported a position in XLV as recently as Q2 2022.

Momentum Advisors first reported a position in XLV in Q2 2022 and has held it in 2 quarters since. 1,606 funds tracked by Wall St. Rank hold XLV as of Q4 2022.

  • Momentum Advisors held 1,860 shares of State Street Health Care Select Sector SPDR ETF worth $253K as of Q4 2022.
  • State Street Health Care Select Sector SPDR ETF was a new Momentum Advisors position in Q4 2022.
  • State Street Health Care Select Sector SPDR ETF made up 0.26% of Momentum Advisors's portfolio in Q4 2022, its #64 holding.
  • Momentum Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 2 quarters since.
  • 1,606 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.