Sanford Advisory Services’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
Q4
$277K Sell
2,036
-162
-7% -$21.5K 0.07% 111
2022
Q3
$266K Sell
2,198
-168
-7% -$21.6K 0.08% 95
2022
Q2
$303K Buy
2,366
+232
+11% +$30.4K 0.09% 90
2022
Q1
$292K Buy
2,134
+554
+35% +$73.3K 0.08% 87
2021
Q4
$223K Buy
+1,580
New +$210K 0.05% 102

Other funds holding XLV

Sanford Advisory Services's XLV Position: Q4 2022 in Review

Sanford Advisory Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.4% in Q4 2022, selling an estimated $21.5K and leaving 2,036 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #111.

Sanford Advisory Services first reported a position in XLV in Q4 2021 and has held it in 5 quarters since. The position peaked at $303K in Q2 2022. 1,606 funds tracked by Wall St. Rank hold XLV as of Q4 2022.

  • Sanford Advisory Services held 2,036 shares of State Street Health Care Select Sector SPDR ETF worth $277K as of Q4 2022.
  • Sanford Advisory Services sold 162 State Street Health Care Select Sector SPDR ETF shares in Q4 2022, an estimated $21.5K.
  • State Street Health Care Select Sector SPDR ETF made up 0.07% of Sanford Advisory Services's portfolio in Q4 2022, its #111 holding.
  • Sanford Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 5 quarters since.
  • Sanford Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $303K in Q2 2022.
  • 1,606 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.