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

Selective 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
2023 Q3	–	Sell	-1,589	Closed	-$207K	–	117
2023 Q2	$207K	Buy	+1,589	New	+$209K	0.1%	114
2022 Q4	$208K	Buy	1,555 +161	+12%	+$21.3K	0.11%	119
2022 Q3	$169K	Buy	1,394 +314	+29%	+$40.4K	0.07%	149
2022 Q2	$138K	Buy	1,080 +929	+615%	+$122K	0.05%	186
2022 Q1	$21K	Hold	151	–	–	0.01%	441
2021 Q4	$21K	Hold	151	–	–	0.01%	405
2021 Q3	$19K	Hold	151	–	–	0.01%	368
2021 Q2	$19K	Buy	151 +100	+196%	+$12.3K	0.02%	286
2021 Q1	$6K	Sell	51 -52	-50%	-$6K	0.01%	304
2020 Q4	$12K	Buy	+103	New	+$11.2K	0.01%	230

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Selective Wealth Management's XLV Position: Q3 2023 in Review

Selective Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2023, closing a stake of 1,589 shares — an estimated $207K sold.

Selective Wealth Management first reported a position in XLV in Q4 2020 and held it in 10 quarters. The position peaked at $208K in Q4 2022. 1,520 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

Selective Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Selective Wealth Management sold 1,589 State Street Health Care Select Sector SPDR ETF shares in Q3 2023, an estimated $207K.
Selective Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 10 quarters.
Selective Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $208K in Q4 2022.
1,520 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on Selective Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.