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

Wealth Management Solutions’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	$348K	Buy	2,699 +4	+0.1%	+$531	0.24%	57
2023 Q2	$358K	Sell	2,695 -519	-16%	-$68.4K	0.23%	55
2023 Q1	$416K	Sell	3,214 -300	-9%	-$39.2K	0.24%	49
2022 Q4	$477K	Buy	3,514 +527	+18%	+$69.8K	0.25%	49
2022 Q3	$362K	Sell	2,987 -88	-3%	-$11.3K	0.21%	51
2022 Q2	$394K	Buy	3,075 +11	+0.4%	+$1.44K	0.22%	53
2022 Q1	$420K	Sell	3,064 -728	-19%	-$96.4K	0.22%	62
2021 Q4	$534K	Buy	+3,792	New	+$504K	0.27%	58

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 Management Solutions's XLV Position: Q3 2023 in Review

Wealth Management Solutions increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.15% in Q3 2023, buying an estimated $531 and bringing the position to 2,699 shares worth $348K. The position accounts for 0.24% of the portfolio, ranked #57.

Wealth Management Solutions first reported a position in XLV in Q4 2021 and has held it in 8 quarters since. The position peaked at $534K in Q4 2021. 1,521 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

Wealth Management Solutions held 2,699 shares of State Street Health Care Select Sector SPDR ETF worth $348K as of Q3 2023.
Wealth Management Solutions bought 4 State Street Health Care Select Sector SPDR ETF shares in Q3 2023, an estimated $531.
State Street Health Care Select Sector SPDR ETF made up 0.24% of Wealth Management Solutions's portfolio in Q3 2023, its #57 holding.
Wealth Management Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's State Street Health Care Select Sector SPDR ETF position peaked at $534K in Q4 2021.
1,521 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.