USAdvisors Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

USAdvisors Wealth Management’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
2024 Q2	–	Sell	-3,381	Closed	-$499K	–	146
2024 Q1	$499K	Sell	3,381 -3,454	-51%	-$496K	0.19%	85
2023 Q4	$932K	Sell	6,835 -555	-8%	-$72.2K	0.39%	62
2023 Q3	$951K	Buy	7,390 +50	+0.7%	+$6.64K	0.42%	58
2023 Q2	$966K	Buy	7,340 +1,707	+30%	+$225K	0.46%	57
2023 Q1	$729K	Buy	5,633 +253	+5%	+$33K	0.35%	69
2022 Q4	$731K	Buy	5,380 +805	+18%	+$107K	0.35%	68
2022 Q3	$554K	Buy	4,575 +1,512	+49%	+$195K	0.28%	73
2022 Q2	$393K	Buy	3,063 +988	+48%	+$130K	0.2%	93
2022 Q1	$284K	Buy	+2,075	New	+$275K	0.12%	100

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

USAdvisors Wealth Management's XLV Position: Q2 2024 in Review

USAdvisors Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2024, closing a stake of 3,381 shares — an estimated $499K sold.

USAdvisors Wealth Management first reported a position in XLV in Q1 2022 and held it in 9 quarters. The position peaked at $966K in Q2 2023. 1,664 funds tracked by Wall St. Rank hold XLV as of Q2 2024.

USAdvisors Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
USAdvisors Wealth Management sold 3,381 State Street Health Care Select Sector SPDR ETF shares in Q2 2024, an estimated $499K.
USAdvisors Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and held it in 9 quarters.
USAdvisors Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $966K in Q2 2023.
1,664 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2024.

Based on USAdvisors Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.