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

Ten Capital 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
2023 Q2	$149K	Sell	1,130 -34	-3%	-$4.48K	0.04%	155
2023 Q1	$151K	Buy	1,164 +950	+444%	+$124K	0.05%	130
2022 Q4	$29.1K	Hold	214	–	–	0.01%	229
2022 Q3	$26K	Hold	214	–	–	0.01%	217
2022 Q2	$27K	Buy	214 +93	+77%	+$12.2K	0.01%	179
2022 Q1	$17K	Hold	121	–	–	0.01%	237
2021 Q4	$17K	Sell	121 -1,458	-92%	-$194K	0.01%	247
2021 Q3	$201K	Sell	1,579 -62,185	-98%	-$8.22M	0.09%	67
2021 Q2	$8.03M	Sell	63,764 -3,785	-6%	-$464K	1.82%	16
2021 Q1	$7.88M	Sell	67,549 -2,698	-4%	-$311K	1.92%	14
2020 Q4	$7.97M	Buy	70,247 +7	+0%	+$764	2.22%	11
2020 Q3	$7.41M	Buy	+70,240	New	+$7.39M	2.5%	11

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ten Capital Wealth Advisors's XLV Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.9% in Q2 2023, selling an estimated $4.48K and leaving 1,130 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #155.

Ten Capital Wealth Advisors first reported a position in XLV in Q3 2020 and has held it in 12 quarters since. The position peaked at $8.03M in Q2 2021. 1,542 funds tracked by Wall St. Rank hold XLV as of Q2 2023.

Ten Capital Wealth Advisors held 1,130 shares of State Street Health Care Select Sector SPDR ETF worth $149K as of Q2 2023.
Ten Capital Wealth Advisors sold 34 State Street Health Care Select Sector SPDR ETF shares in Q2 2023, an estimated $4.48K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #155 holding.
Ten Capital Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $8.03M in Q2 2021.
1,542 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.