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

WestHill Financial 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 Q4	–	Sell	-991	Closed	-$128K	–	121
2023 Q3	$128K	Sell	991 -17	-2%	-$2.26K	0.04%	75
2023 Q2	$134K	Buy	1,008 +17	+2%	+$2.24K	0.04%	71
2023 Q1	$128K	Hold	991	–	–	0.04%	72
2022 Q4	$135K	Hold	991	–	–	0.04%	70
2022 Q3	$120K	Hold	991	–	–	0.04%	66
2022 Q2	$127K	Hold	991	–	–	0.04%	68
2022 Q1	$136K	Hold	991	–	–	0.04%	79
2021 Q4	$140K	Hold	991	–	–	0.04%	82
2021 Q3	$126K	Buy	+991	New	+$131K	0.04%	68
2021 Q1	$116K	Buy	+991	New	+$114K	0.04%	59

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GBWM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WestHill Financial Advisors's XLV Position: Q4 2023 in Review

WestHill Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2023, closing a stake of 991 shares — an estimated $128K sold.

WestHill Financial Advisors first reported a position in XLV in Q1 2021 and held it in 10 quarters. The position peaked at $140K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold XLV as of Q4 2023.

WestHill Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 991 State Street Health Care Select Sector SPDR ETF shares in Q4 2023, an estimated $128K.
WestHill Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and held it in 10 quarters.
WestHill Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $140K in Q4 2021.
1,641 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.