Tanglewood Wealth Management’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
2023
Q1
Sell
-272,547
Closed -$37M 35
2022
Q4
$37M Buy
272,547
+3,899
+1% +$517K 5.55% 4
2022
Q3
$32.5M Buy
268,648
+591
+0.2% +$76.1K 4.91% 6
2022
Q2
$34.4M Buy
+268,057
New +$35.1M 4.64% 10

Other funds holding XLV

Tanglewood Wealth Management's XLV Position: Q1 2023 in Review

Tanglewood Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2023, closing a stake of 272,547 shares — an estimated $37M sold.

Tanglewood Wealth Management first reported a position in XLV in Q2 2022 and held it in 3 quarters. The position peaked at $37M in Q4 2022. 1,508 funds tracked by Wall St. Rank hold XLV as of Q1 2023.

  • Tanglewood Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Tanglewood Wealth Management sold 272,547 State Street Health Care Select Sector SPDR ETF shares in Q1 2023, an estimated $37M.
  • Tanglewood Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and held it in 3 quarters.
  • Tanglewood Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $37M in Q4 2022.
  • 1,508 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2023.

Based on Tanglewood Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.