TPB 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
2022
Q1
Sell
-1,745
Closed -$246K 52
2021
Q4
$246K Buy
+1,745
New +$232K 0.12% 43

Other funds holding XLV

TPB Wealth Advisors's XLV Position: Q1 2022 in Review

TPB Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2022, closing a stake of 1,745 shares — an estimated $246K sold.

TPB Wealth Advisors first reported a position in XLV in Q4 2021 and held it in 1 quarter. The position peaked at $246K in Q4 2021. 1,438 funds tracked by Wall St. Rank hold XLV as of Q1 2022.

  • TPB Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • TPB Wealth Advisors sold 1,745 State Street Health Care Select Sector SPDR ETF shares in Q1 2022, an estimated $246K.
  • TPB Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • TPB Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $246K in Q4 2021.
  • 1,438 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2022.

Based on TPB Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.