Rooted Wealth Advisors’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
2023
Q3
– Sell
-12,352
Closed -$1.63M – 88
2023
Q2
$1.63M Buy
+12,352
New +$1.63M 1.1% 24

Other funds holding XLV

Rooted Wealth Advisors's XLV Position: Q3 2023 in Review

Rooted Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2023, closing a stake of 12,352 shares — an estimated $1.63M sold.

Rooted Wealth Advisors first reported a position in XLV in Q2 2023 and held it in 1 quarter. The position peaked at $1.63M in Q2 2023. 1,520 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

  • Rooted Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Rooted Wealth Advisors sold 12,352 State Street Health Care Select Sector SPDR ETF shares in Q3 2023, an estimated $1.63M.
  • Rooted Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
  • Rooted Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.63M in Q2 2023.
  • 1,520 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on Rooted Wealth Advisors's 13F filing for Q3 2023, filed 21 Nov 2023.