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

Scissortail 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
2024 Q1	–	Sell	-2,721	Closed	-$382K	–	213
2023 Q4	$382K	Buy	+2,721	New	+$354K	0.12%	118
2023 Q1	–	Sell	-2,049	Closed	-$271K	–	124
2022 Q4	$271K	Buy	+2,049	New	+$272K	0.16%	93

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

Scissortail Wealth Management's XLV Position: Q1 2024 in Review

Scissortail Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2024, closing a stake of 2,721 shares — an estimated $382K sold.

Scissortail Wealth Management first reported a position in XLV in Q4 2022 and held it in 2 quarters. The position peaked at $382K in Q4 2023. 1,666 funds tracked by Wall St. Rank hold XLV as of Q1 2024.

Scissortail Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Scissortail Wealth Management sold 2,721 State Street Health Care Select Sector SPDR ETF shares in Q1 2024, an estimated $382K.
Scissortail Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
Scissortail Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $382K 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 Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.