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

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
2021 Q4	–	Sell	-2,900	Closed	-$72K	–	96
2021 Q3	$72K	Sell	2,900 -2,000	-41%	-$264K	0.03%	81
2021 Q2	$135K	Hold	4,900	–	–	0.05%	80
2021 Q1	$95K	Sell	4,900 -24,500	-83%	-$2.83M	0.04%	82
2020 Q4	$531K	Buy	29,400 +3,900	+15%	+$426K	0.23%	47
2020 Q3	$350K	Sell	25,500 -15,500	-38%	-$1.63M	0.16%	53
2020 Q2	$440K	Buy	+41,000	New	+$4.05M	0.23%	44

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

Wealth Advisors's XLV Position: Q3 2023 in Review

Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.5% in Q3 2023, selling an estimated $273K and leaving 81,344 shares worth $10.5M. The position accounts for 4.69% of the portfolio, ranked #6.

Wealth Advisors first reported a position in XLV in Q4 2019 and has held it in 16 quarters since. The position peaked at $13.8M in Q4 2021. 1,520 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

Wealth Advisors held 81,344 shares of State Street Health Care Select Sector SPDR ETF worth $10.5M as of Q3 2023.
Wealth Advisors sold 2,059 State Street Health Care Select Sector SPDR ETF shares in Q3 2023, an estimated $273K.
State Street Health Care Select Sector SPDR ETF made up 4.69% of Wealth Advisors's portfolio in Q3 2023, its #6 holding.
Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 16 quarters since.
Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $13.8M 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 Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.