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

Accel 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
2023 Q2	–	Sell	-1,972	Closed	-$185K	–	892
2023 Q1	$185K	Hold	1,972	–	–	0.08%	227
2022 Q4	$177K	Hold	1,972	–	–	0.08%	168
2022 Q3	$177K	Buy	1,972 +1	+0.1%	+$93	0.09%	168
2022 Q2	$173K	Hold	1,971	–	–	0.1%	157
2022 Q1	$226K	Hold	1,971	–	–	0.12%	143
2021 Q4	$231K	Buy	+1,971	New	+$239K	0.11%	145
2021 Q3	–	Sell	-1,971	Closed	-$255K	–	896
2021 Q2	$255K	Hold	1,971	–	–	0.17%	117
2021 Q1	$236K	Hold	1,971	–	–	0.19%	112
2020 Q4	$224K	Buy	+1,971	New	+$207K	0.21%	107

Other funds holding XHE

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

Accel Wealth Management's XHE Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2023, closing a stake of 1,972 shares — an estimated $185K sold.

Accel Wealth Management first reported a position in XHE in Q4 2020 and held it in 9 quarters. The position peaked at $255K in Q2 2021. 110 funds tracked by Wall St. Rank hold XHE as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,972 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2023, an estimated $185K.
Accel Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and held it in 9 quarters.
Accel Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $255K in Q2 2021.
110 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.