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

Signify Wealth’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 Q4	–	Sell	-9,403	Closed	-$1.21M	–	44
2023 Q3	$1.21M	Sell	9,403 -11,813	-56%	-$1.57M	1.63%	23
2023 Q2	$2.82M	Buy	+21,216	New	+$2.8M	2.43%	16
2023 Q1	–	Sell	-18,897	Closed	-$2.57M	–	33
2022 Q4	$2.57M	Buy	+18,897	New	+$2.5M	2.25%	17

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 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

Signify Wealth's XLV Position: Q4 2023 in Review

Signify Wealth sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2023, closing a stake of 9,403 shares — an estimated $1.21M sold.

Signify Wealth first reported a position in XLV in Q4 2022 and held it in 3 quarters. The position peaked at $2.82M in Q2 2023. 1,641 funds tracked by Wall St. Rank hold XLV as of Q4 2023.

Signify Wealth reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Signify Wealth sold 9,403 State Street Health Care Select Sector SPDR ETF shares in Q4 2023, an estimated $1.21M.
Signify Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
Signify Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $2.82M in Q2 2023.
1,641 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2023.

Based on Signify Wealth's 13F filing for Q4 2023, filed 12 Jan 2024.