Palo Capital’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
2018
Q4
$4.33M Buy
50,014
+34,056
+213% +$3.08M 1.84% 8
2018
Q3
$1.52M Buy
15,958
+4,443
+39% +$401K 0.55% 70
2018
Q2
$961K Sell
11,515
-15,253
-57% -$1.26M 0.35% 92
2018
Q1
$2.18M Buy
+26,768
New +$2.28M 0.79% 49

Other funds holding XLV

Palo Capital's XLV Position: Q4 2018 in Review

Palo Capital increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 213% in Q4 2018, buying an estimated $3.08M and bringing the position to 50,014 shares worth $4.33M. The position accounts for 1.84% of the portfolio, ranked #8.

Palo Capital first reported a position in XLV in Q1 2018 and has held it in 4 quarters since. 882 funds tracked by Wall St. Rank hold XLV as of Q4 2018.

  • Palo Capital held 50,014 shares of State Street Health Care Select Sector SPDR ETF worth $4.33M as of Q4 2018.
  • Palo Capital bought 34,056 State Street Health Care Select Sector SPDR ETF shares in Q4 2018, an estimated $3.08M.
  • State Street Health Care Select Sector SPDR ETF made up 1.84% of Palo Capital's portfolio in Q4 2018, its #8 holding.
  • Palo Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and has held it in 4 quarters since.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.