Optivise Advisory Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
NAM
Optivise Advisory Services's XLV Position: Q4 2024 in Review
Optivise Advisory Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 1,567 shares — an estimated $241K sold.
Optivise Advisory Services first reported a position in XLV in Q2 2024 and held it in 2 quarters. The position peaked at $241K in Q3 2024. 1,760 funds tracked by Wall St. Rank hold XLV as of Q4 2024.
- Optivise Advisory Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
- Optivise Advisory Services sold 1,567 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $241K.
- Optivise Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and held it in 2 quarters.
- Optivise Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $241K in Q3 2024.
- 1,760 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.
Based on Optivise Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.