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

Sutton Wealth Advisors’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
2018 Q2	–	Sell	-30	Closed	-$2.44K	–	1166
2018 Q1	$2.44K	Buy	+30	New	+$2.56K	﹤0.01%	993
2017 Q4	–	Sell	-869	Closed	-$71K	–	1117
2017 Q3	$71K	Hold	869	–	–	0.05%	222
2017 Q2	$68.9K	Hold	869	–	–	0.05%	221
2017 Q1	$64.6K	Sell	869 -128	-13%	-$9.33K	0.05%	221
2016 Q4	$68.7K	Sell	997 -169	-14%	-$11.7K	0.06%	216
2016 Q3	$84.1K	Hold	1,166	–	–	0.08%	197
2016 Q2	$83.6K	Sell	1,166 -1,159	-50%	-$81.7K	0.08%	194
2016 Q1	$158K	Buy	+2,325	New	+$156K	0.15%	120

Other funds holding XLV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sutton Wealth Advisors's XLV Position: Q2 2018 in Review

Sutton Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2018, closing a stake of 30 shares — an estimated $2.44K sold.

Sutton Wealth Advisors first reported a position in XLV in Q1 2016 and held it in 8 quarters. The position peaked at $158K in Q1 2016. 741 funds tracked by Wall St. Rank hold XLV as of Q2 2018.

Sutton Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Sutton Wealth Advisors sold 30 State Street Health Care Select Sector SPDR ETF shares in Q2 2018, an estimated $2.44K.
Sutton Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2016 and held it in 8 quarters.
Sutton Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $158K in Q1 2016.
741 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2018.

Based on Sutton Wealth Advisors's 13F filing for Q2 2018, filed 6 Nov 2023.