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

V 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 Q3	$206K	Sell	1,597 -2,603	-62%	-$346K	0.16%	106
2023 Q2	$558K	Buy	4,200 +503	+14%	+$66.3K	0.09%	187
2023 Q1	$479K	Sell	3,697 -218	-6%	-$28.5K	0.09%	199
2022 Q4	$532K	Sell	3,915 -7,643	-66%	-$1.01M	0.11%	183
2022 Q3	$1.4M	Sell	11,558 -486	-4%	-$62.6K	0.28%	82
2022 Q2	$1.54M	Sell	12,044 -71	-0.6%	-$9.31K	0.29%	81
2022 Q1	$1.66M	Buy	12,115 +87	+0.7%	+$11.5K	0.27%	88
2021 Q4	$1.69M	Buy	12,028 +383	+3%	+$50.9K	0.25%	86
2021 Q3	$1.48M	Buy	11,645 +9,637	+480%	+$1.27M	0.23%	103
2021 Q2	$251K	Buy	+2,008	New	+$246K	0.04%	399
2017 Q3	–	Sell	-374	Closed	-$30K	–	723
2017 Q2	$30K	Buy	+374	New	+$28.5K	0.01%	394
2016 Q3	–	Sell	-3,320	Closed	-$238K	–	180
2016 Q2	$238K	Hold	3,320	–	–	0.2%	139
2016 Q1	$227K	Buy	+3,320	New	+$222K	0.18%	129

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 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

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

V Wealth Advisors's XLV Position: Q3 2023 in Review

V Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 62% in Q3 2023, selling an estimated $346K and leaving 1,597 shares worth $206K. The position accounts for 0.16% of the portfolio, ranked #106.

V Wealth Advisors first reported a position in XLV in Q1 2016 and has held it in 13 quarters since. The position peaked at $1.69M in Q4 2021. 1,520 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

V Wealth Advisors held 1,597 shares of State Street Health Care Select Sector SPDR ETF worth $206K as of Q3 2023.
V Wealth Advisors sold 2,603 State Street Health Care Select Sector SPDR ETF shares in Q3 2023, an estimated $346K.
State Street Health Care Select Sector SPDR ETF made up 0.16% of V Wealth Advisors's portfolio in Q3 2023, its #106 holding.
V Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2016 and has held it in 13 quarters since.
V Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.69M in Q4 2021.
1,520 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.