WealthPlan Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WealthPlan Investment 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
2023 Q3	–	Sell	-124	Closed	-$16.4K	–	367
2023 Q2	$16.4K	Sell	124 -233	-65%	-$30.7K	﹤0.01%	259
2023 Q1	$46.2K	Sell	357 -11,375	-97%	-$1.49M	0.01%	251
2022 Q4	$1.57M	Buy	11,732 +589	+5%	+$78K	0.11%	139
2022 Q3	$1.54M	Buy	+11,143	New	+$1.44M	0.11%	133
2022 Q1	$354K	Buy	+2,716	New	+$360K	0.02%	296

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

WealthPlan Investment Management's XLV Position: Q3 2023 in Review

WealthPlan Investment Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2023, closing a stake of 124 shares — an estimated $16.4K sold.

WealthPlan Investment Management first reported a position in XLV in Q1 2022 and held it in 5 quarters. The position peaked at $1.57M in Q4 2022. 1,520 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

WealthPlan Investment Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
WealthPlan Investment Management sold 124 State Street Health Care Select Sector SPDR ETF shares in Q3 2023, an estimated $16.4K.
WealthPlan Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and held it in 5 quarters.
WealthPlan Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.57M in Q4 2022.
1,520 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.