Sound View 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
2019
Q1
$313K Buy
3,413
+291
+9% +$26.2K 0.1% 181
2018
Q4
$270K Buy
+3,122
New +$283K 0.1% 186

Other funds holding XLV

Sound View Wealth Advisors's XLV Position: Q1 2019 in Review

Sound View Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.3% in Q1 2019, buying an estimated $26.2K and bringing the position to 3,413 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #181.

Sound View Wealth Advisors first reported a position in XLV in Q4 2018 and has held it in 2 quarters since. 903 funds tracked by Wall St. Rank hold XLV as of Q1 2019.

  • Sound View Wealth Advisors held 3,413 shares of State Street Health Care Select Sector SPDR ETF worth $313K as of Q1 2019.
  • Sound View Wealth Advisors bought 291 State Street Health Care Select Sector SPDR ETF shares in Q1 2019, an estimated $26.2K.
  • State Street Health Care Select Sector SPDR ETF made up 0.1% of Sound View Wealth Advisors's portfolio in Q1 2019, its #181 holding.
  • Sound View Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 2 quarters since.
  • 903 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.