9258 Wealth Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

9258 Wealth Management’s Portfolio XHE Stock Details XHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$439K	Sell	4,855 -25	-0.5%	-$2.17K	0.07%	219
2024 Q2	$412K	Hold	4,880	–	–	0.06%	222
2024 Q1	$429K	Hold	4,880	–	–	0.07%	214
2023 Q4	$411K	Sell	4,880 -245	-5%	-$18.3K	0.07%	206
2023 Q3	$400K	Hold	5,125	–	–	0.08%	204
2023 Q2	$504K	Sell	5,125 -200	-4%	-$19.3K	0.09%	180
2023 Q1	$498K	Hold	5,325	–	–	0.1%	177
2022 Q4	$479K	Hold	5,325	–	–	0.1%	181
2022 Q3	$454K	Hold	5,325	–	–	0.12%	175
2022 Q2	$452K	Hold	5,325	–	–	0.12%	186
2022 Q1	$597K	Hold	5,325	–	–	0.14%	164
2021 Q4	$625K	Hold	5,325	–	–	0.14%	156
2021 Q3	$666K	Hold	5,325	–	–	0.18%	138
2021 Q2	$688K	Hold	5,325	–	–	0.19%	138
2021 Q1	$637K	Hold	5,325	–	–	0.19%	133
2020 Q4	$606K	Hold	5,325	–	–	0.2%	131
2020 Q3	$519K	Hold	5,325	–	–	0.2%	131
2020 Q2	$476K	Hold	5,325	–	–	0.19%	140
2020 Q1	$445K	Hold	5,325	–	–	0.2%	135
2019 Q4	$456K	Buy	+5,325	New	+$433K	0.17%	157

Other funds holding XHE

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

9258 Wealth Management's XHE Position: Q3 2024 in Review

9258 Wealth Management reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 0.51% in Q3 2024, selling an estimated $2.17K and leaving 4,855 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #219.

9258 Wealth Management first reported a position in XHE in Q4 2019 and has held it in 20 quarters since. The position peaked at $688K in Q2 2021. 88 funds tracked by Wall St. Rank hold XHE as of Q3 2024.

9258 Wealth Management held 4,855 shares of State Street SPDR S&P Health Care Equipment ETF worth $439K as of Q3 2024.
9258 Wealth Management sold 25 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2024, an estimated $2.17K.
State Street SPDR S&P Health Care Equipment ETF made up 0.07% of 9258 Wealth Management's portfolio in Q3 2024, its #219 holding.
9258 Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2019 and has held it in 20 quarters since.
9258 Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $688K in Q2 2021.
88 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.