Oak Point Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
SGI
Oak Point Wealth Management's XLV Position: Q1 2018 in Review
Oak Point Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 52,724% in Q1 2018, buying an estimated $1.12M and bringing the position to 13,206 shares worth $1.05M. The position accounts for 1.07% of the portfolio, ranked #37.
Oak Point Wealth Management first reported a position in XLV in Q4 2017 and has held it in 2 quarters since. 757 funds tracked by Wall St. Rank hold XLV as of Q1 2018.
- Oak Point Wealth Management held 13,206 shares of State Street Health Care Select Sector SPDR ETF worth $1.05M as of Q1 2018.
- Oak Point Wealth Management bought 13,181 State Street Health Care Select Sector SPDR ETF shares in Q1 2018, an estimated $1.12M.
- State Street Health Care Select Sector SPDR ETF made up 1.07% of Oak Point Wealth Management's portfolio in Q1 2018, its #37 holding.
- Oak Point Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 2 quarters since.
- 757 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.