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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,513
Closed -$1.02M 208
2022
Q4
$1.02M Sell
7,513
-250
-3% -$33.1K 0.48% 49
2022
Q3
$940K Buy
7,763
+5,977
+335% +$770K 0.42% 54
2022
Q2
$229K Sell
1,786
-312
-15% -$40.9K 0.09% 175
2022
Q1
$287K Buy
2,098
+5
+0.2% +$662 0.1% 166
2021
Q4
$295K Buy
2,093
+282
+16% +$37.4K 0.09% 170
2021
Q3
$231K Buy
1,811
+46
+3% +$6.08K 0.08% 194
2021
Q2
$222K Buy
1,765
+7
+0.4% +$858 0.07% 199
2021
Q1
$205K Buy
+1,758
New +$203K 0.07% 182

Other funds holding XLV

Outlook Wealth Advisors's XLV Position: Q1 2023 in Review

Outlook Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2023, closing a stake of 7,513 shares — an estimated $1.02M sold.

Outlook Wealth Advisors first reported a position in XLV in Q1 2021 and held it in 8 quarters. The position peaked at $1.02M in Q4 2022. 1,508 funds tracked by Wall St. Rank hold XLV as of Q1 2023.

  • Outlook Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 7,513 State Street Health Care Select Sector SPDR ETF shares in Q1 2023, an estimated $1.02M.
  • Outlook Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and held it in 8 quarters.
  • Outlook Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.02M in Q4 2022.
  • 1,508 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2023.

Based on Outlook Wealth Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.