Parisi Gray Wealth Management’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
2022
Q1
– Sell
-1,577
Closed -$222K – 135
2021
Q4
$222K Buy
1,577
+3
+0.2% +$398 0.08% 114
2021
Q3
$200K Buy
1,574
+780
+98% +$103K 0.08% 123
2021
Q2
$100K Buy
+794
New +$97.3K 0.04% 205
2019
Q2
– Sell
-879
Closed -$81K – 474
2019
Q1
$81K Buy
879
+102
+13% +$9.2K 0.05% 154
2018
Q4
$66K Buy
777
+1
+0.1% +$91 0.04% 165
2018
Q3
$74K Buy
776
+165
+27% +$14.9K 0.05% 171
2018
Q2
$53K Buy
611
+12
+2% +$995 0.04% 224
2018
Q1
$48K Sell
599
-194
-24% -$16.5K 0.04% 223
2017
Q4
$66K Buy
+793
New +$65.4K 0.05% 179

Other funds holding XLV

Parisi Gray Wealth Management's XLV Position: Q1 2022 in Review

Parisi Gray Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2022, closing a stake of 1,577 shares — an estimated $222K sold.

Parisi Gray Wealth Management first reported a position in XLV in Q4 2017 and held it in 9 quarters. The position peaked at $222K in Q4 2021. 1,438 funds tracked by Wall St. Rank hold XLV as of Q1 2022.

  • Parisi Gray Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 1,577 State Street Health Care Select Sector SPDR ETF shares in Q1 2022, an estimated $222K.
  • Parisi Gray Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and held it in 9 quarters.
  • Parisi Gray Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $222K in Q4 2021.
  • 1,438 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2022.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.