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

Redwood Wealth Management Group’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 Q3	–	Sell	-60	Closed	-$8.74K	–	1116
2024 Q2	$8.74K	Buy	+60	New	+$8.61K	0.01%	622

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Redwood Wealth Management Group's XLV Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2024, closing a stake of 60 shares — an estimated $8.74K sold.

Redwood Wealth Management Group first reported a position in XLV in Q2 2024 and held it in 1 quarter. The position peaked at $8.74K in Q2 2024. 1,729 funds tracked by Wall St. Rank hold XLV as of Q3 2024.

Redwood Wealth Management Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 60 State Street Health Care Select Sector SPDR ETF shares in Q3 2024, an estimated $8.74K.
Redwood Wealth Management Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and held it in 1 quarter.
Redwood Wealth Management Group's State Street Health Care Select Sector SPDR ETF position peaked at $8.74K in Q2 2024.
1,729 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.