Wilbanks Smith & Thomas Asset 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
2018
Q4
Sell
-191
Closed -$18K 1323
2018
Q3
$18K Buy
+191
New +$17.3K ﹤0.01% 915
2015
Q3
Sell
-11,057
Closed -$823K 317
2015
Q2
$823K Buy
+11,057
New +$819K 0.08% 135

Other funds holding XLV

Wilbanks Smith & Thomas Asset Management's XLV Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2018, closing a stake of 191 shares — an estimated $18K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in XLV in Q2 2015 and held it in 2 quarters. The position peaked at $823K in Q2 2015. 882 funds tracked by Wall St. Rank hold XLV as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 191 State Street Health Care Select Sector SPDR ETF shares in Q4 2018, an estimated $18K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2015 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $823K in Q2 2015.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.