Processus Wealth & Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Processus Wealth & Capital 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
2024 Q1	–	Sell	-1,661	Closed	-$227K	–	46
2023 Q4	$227K	Buy	+1,661	New	+$216K	0.23%	42

Other funds holding XLV

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Processus Wealth & Capital Management's XLV Position: Q1 2024 in Review

Processus Wealth & Capital Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2024, closing a stake of 1,661 shares — an estimated $227K sold.

Processus Wealth & Capital Management first reported a position in XLV in Q4 2023 and held it in 1 quarter. The position peaked at $227K in Q4 2023. 1,666 funds tracked by Wall St. Rank hold XLV as of Q1 2024.

Processus Wealth & Capital Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Processus Wealth & Capital Management sold 1,661 State Street Health Care Select Sector SPDR ETF shares in Q1 2024, an estimated $227K.
Processus Wealth & Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
Processus Wealth & Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $227K in Q4 2023.
1,666 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2024.

Based on Processus Wealth & Capital Management's 13F filing for Q1 2024, filed 16 Apr 2024.