TRUADVICE’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
Q3
$253K Buy
+2,007
New +$266K 0.1% 195
2022
Q3
Sell
-26,942
Closed -$3.54M 158
2022
Q2
$3.54M Buy
+26,942
New +$3.53M 1.87% 16

Other funds holding XLV

TRUADVICE's XLV Position: Q3 2023 in Review

TRUADVICE opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2023: 2,007 shares worth $253K. The stake represents 0.1% of the portfolio and ranks #195 among its holdings. This is a return to the name: TRUADVICE previously reported a position in XLV as recently as Q2 2022.

TRUADVICE first reported a position in XLV in Q2 2022 and has held it in 2 quarters since. The position peaked at $3.54M in Q2 2022. 1,520 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

  • TRUADVICE held 2,007 shares of State Street Health Care Select Sector SPDR ETF worth $253K as of Q3 2023.
  • State Street Health Care Select Sector SPDR ETF was a new TRUADVICE position in Q3 2023.
  • State Street Health Care Select Sector SPDR ETF made up 0.1% of TRUADVICE's portfolio in Q3 2023, its #195 holding.
  • TRUADVICE first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 2 quarters since.
  • TRUADVICE's State Street Health Care Select Sector SPDR ETF position peaked at $3.54M in Q2 2022.
  • 1,520 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.