Windsor 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
2022
Q2
Sell
-2,275
Closed -$325K 238
2022
Q1
$325K Sell
2,275
-499
-18% -$66.1K 0.06% 183
2021
Q4
$382K Buy
2,774
+201
+8% +$26.7K 0.07% 169
2021
Q3
$328K Buy
2,573
+790
+44% +$104K 0.07% 173
2021
Q2
$225K Buy
+1,783
New +$219K 0.05% 201
2021
Q1
Sell
-1,894
Closed -$215K 207
2020
Q4
$215K Buy
+1,894
New +$207K 0.05% 183

Other funds holding XLV

Windsor Wealth Management's XLV Position: Q2 2022 in Review

Windsor Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2022, closing a stake of 2,275 shares — an estimated $325K sold.

Windsor Wealth Management first reported a position in XLV in Q4 2020 and held it in 5 quarters. The position peaked at $382K in Q4 2021. 1,463 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

  • Windsor Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 2,275 State Street Health Care Select Sector SPDR ETF shares in Q2 2022, an estimated $325K.
  • Windsor Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
  • Windsor Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $382K in Q4 2021.
  • 1,463 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.