Pitti Group Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Pitti Group Wealth Management’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
2023 Q4	–	Sell	-11,805	Closed	-$1.52M	–	66
2023 Q3	$1.52M	Buy	11,805 +222	+2%	+$29.5K	1.74%	16
2023 Q2	$1.54M	Sell	11,583 -50	-0.4%	-$6.59K	1.72%	16
2023 Q1	$1.51M	Sell	11,633 -135	-1%	-$17.6K	1.68%	14
2022 Q4	$1.6M	Sell	11,768 -200	-2%	-$26.5K	1.91%	12
2022 Q3	$1.45M	Sell	11,968 -188	-2%	-$24.2K	2%	12
2022 Q2	$1.56M	Sell	12,156 -90	-0.7%	-$11.8K	2.13%	11
2022 Q1	$1.68M	Buy	12,246 +23	+0.2%	+$3.04K	1.96%	14
2021 Q4	$1.72M	Buy	+12,223	New	+$1.62M	1.92%	13

Other funds holding XLV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 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

Pitti Group Wealth Management's XLV Position: Q4 2023 in Review

Pitti Group Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2023, closing a stake of 11,805 shares — an estimated $1.52M sold.

Pitti Group Wealth Management first reported a position in XLV in Q4 2021 and held it in 8 quarters. The position peaked at $1.72M in Q4 2021. 1,641 funds tracked by Wall St. Rank hold XLV as of Q4 2023.

Pitti Group Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Pitti Group Wealth Management sold 11,805 State Street Health Care Select Sector SPDR ETF shares in Q4 2023, an estimated $1.52M.
Pitti Group Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 8 quarters.
Pitti Group Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.72M in Q4 2021.
1,641 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2023.

Based on Pitti Group Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.