WJ 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
2023
Q2
Sell
-2,238
Closed -$290K 70
2023
Q1
$290K Sell
2,238
-63,208
-97% -$8.26M 0.2% 42
2022
Q4
$8.89M Buy
65,446
+18,212
+39% +$2.41M 5.16% 11
2022
Q3
$5.73M Buy
+47,234
New +$6.08M 3.59% 13

Other funds holding XLV

WJ Wealth Management's XLV Position: Q2 2023 in Review

WJ Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2023, closing a stake of 2,238 shares — an estimated $290K sold.

WJ Wealth Management first reported a position in XLV in Q3 2022 and held it in 3 quarters. The position peaked at $8.89M in Q4 2022. 1,542 funds tracked by Wall St. Rank hold XLV as of Q2 2023.

  • WJ Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • WJ Wealth Management sold 2,238 State Street Health Care Select Sector SPDR ETF shares in Q2 2023, an estimated $290K.
  • WJ Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and held it in 3 quarters.
  • WJ Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $8.89M in Q4 2022.
  • 1,542 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2023.

Based on WJ Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.