Naples Money Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
NAM
RJA
Naples Money Management's XLV Position: Q3 2024 in Review
Naples Money Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.1% in Q3 2024, selling an estimated $17K and leaving 2,603 shares worth $401K. The position accounts for 0.34% of the portfolio, ranked #38.
Naples Money Management first reported a position in XLV in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.45M in Q4 2023. 1,729 funds tracked by Wall St. Rank hold XLV as of Q3 2024.
- Naples Money Management held 2,603 shares of State Street Health Care Select Sector SPDR ETF worth $401K as of Q3 2024.
- Naples Money Management sold 112 State Street Health Care Select Sector SPDR ETF shares in Q3 2024, an estimated $17K.
- State Street Health Care Select Sector SPDR ETF made up 0.34% of Naples Money Management's portfolio in Q3 2024, its #38 holding.
- Naples Money Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
- Naples Money Management's State Street Health Care Select Sector SPDR ETF position peaked at $2.45M in Q4 2023.
- 1,729 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2024.
Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.