Moss Adams Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Moss Adams Wealth Advisors’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	-2,427	Closed	-$312K	–	180
2023 Q3	$312K	Hold	2,427	–	–	0.11%	65
2023 Q2	$322K	Sell	2,427 -10	-0.4%	-$1.32K	0.11%	61
2023 Q1	$315K	Buy	2,437 +10	+0.4%	+$1.31K	0.11%	62
2022 Q4	$330K	Buy	+2,427	New	+$322K	0.16%	64

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

Moss Adams Wealth Advisors's XLV Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2023, closing a stake of 2,427 shares — an estimated $312K sold.

Moss Adams Wealth Advisors first reported a position in XLV in Q4 2022 and held it in 4 quarters. The position peaked at $330K in Q4 2022. 1,641 funds tracked by Wall St. Rank hold XLV as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 2,427 State Street Health Care Select Sector SPDR ETF shares in Q4 2023, an estimated $312K.
Moss Adams Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
Moss Adams Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $330K in Q4 2022.
1,641 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.