Tiedemann 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
Q2
– Sell
-2,868
Closed -$263K – 433
2019
Q1
$263K Sell
2,868
-1,276
-31% -$115K 0.01% 376
2018
Q4
$358K Buy
+4,144
New +$375K 0.02% 332
2016
Q4
– Sell
-9,163
Closed -$636K – 330
2016
Q3
$636K Buy
+9,163
New +$674K 0.13% 83

Other funds holding XLV

Tiedemann Advisors's XLV Position: Q2 2019 in Review

Tiedemann Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2019, closing a stake of 2,868 shares — an estimated $263K sold.

Tiedemann Advisors first reported a position in XLV in Q3 2016 and held it in 3 quarters. The position peaked at $636K in Q3 2016. 888 funds tracked by Wall St. Rank hold XLV as of Q2 2019.

  • Tiedemann Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Tiedemann Advisors sold 2,868 State Street Health Care Select Sector SPDR ETF shares in Q2 2019, an estimated $263K.
  • Tiedemann Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2016 and held it in 3 quarters.
  • Tiedemann Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $636K in Q3 2016.
  • 888 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2019.

Based on Tiedemann Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.