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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-146,668
Closed -$13.2M 31
2019
Q3
$13.2M Buy
146,668
+7,656
+6% +$699K 8.34% 5
2019
Q2
$12.9M Sell
139,012
-4,904
-3% -$441K 8.53% 5
2019
Q1
$13.2M Buy
+143,916
New +$13M 8.62% 5

Other funds holding XLV

Wechter Feldman Wealth Management's XLV Position: Q4 2019 in Review

Wechter Feldman Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2019, closing a stake of 146,668 shares — an estimated $13.2M sold.

Wechter Feldman Wealth Management first reported a position in XLV in Q1 2019 and held it in 3 quarters. The position peaked at $13.2M in Q3 2019. 1,016 funds tracked by Wall St. Rank hold XLV as of Q4 2019.

  • Wechter Feldman Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
  • Wechter Feldman Wealth Management sold 146,668 State Street Health Care Select Sector SPDR ETF shares in Q4 2019, an estimated $13.2M.
  • Wechter Feldman Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and held it in 3 quarters.
  • Wechter Feldman Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $13.2M in Q3 2019.
  • 1,016 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2019.

Based on Wechter Feldman Wealth Management's 13F filing for Q4 2019, filed 6 Feb 2020.