Back to Dynasty Wealth Management, LLC Dynasty Wealth Management, LLC

XLVXLV
Showing 2 of 4 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in SELECT SECTOR SPDR TR

No. Dynasty Wealth Management exited its XLV position in Q2 2025. Its Q1 2025 13F listed 5,430 shares worth $270,468. Dynasty Wealth Management first reported XLV in Q1 2024 and held it in 2 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$270,468

Total Shares Change

-5,430

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q2
Latest
Exited
0
-100.0%
$00.0%$131.97
0
2025-Q1
New
5,430
-
$270,4680.0%$142.28
32

Other major holders of XLV: BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used