Obsidian Personal Planning Solutions’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Obsidian Personal Planning Solutions’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
2024 Q1	–	Sell	-1,737	Closed	-$237K	–	105
2023 Q4	$237K	Hold	1,737	–	–	0.18%	70
2023 Q3	$224K	Sell	1,737 -625	-26%	-$83K	0.19%	66
2023 Q2	$314K	Buy	2,362 +362	+18%	+$47.7K	0.39%	43
2023 Q1	$259K	Buy	+2,000	New	+$261K	0.38%	41

Other funds holding XLV

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Obsidian Personal Planning Solutions's XLV Position: Q1 2024 in Review

Obsidian Personal Planning Solutions sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2024, closing a stake of 1,737 shares — an estimated $237K sold.

Obsidian Personal Planning Solutions first reported a position in XLV in Q1 2023 and held it in 4 quarters. The position peaked at $314K in Q2 2023. 1,666 funds tracked by Wall St. Rank hold XLV as of Q1 2024.

Obsidian Personal Planning Solutions reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Obsidian Personal Planning Solutions sold 1,737 State Street Health Care Select Sector SPDR ETF shares in Q1 2024, an estimated $237K.
Obsidian Personal Planning Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and held it in 4 quarters.
Obsidian Personal Planning Solutions's State Street Health Care Select Sector SPDR ETF position peaked at $314K in Q2 2023.
1,666 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2024.

Based on Obsidian Personal Planning Solutions's 13F filing for Q1 2024, filed 9 May 2024.