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

Acorn Wealth Advisors’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
2022 Q2	–	Sell	-2,105	Closed	-$236K	–	183
2022 Q1	$236K	Sell	2,105 -23	-1%	-$2.45K	0.16%	152
2021 Q4	$250K	Sell	2,128 -96	-4%	-$11.6K	0.16%	149
2021 Q3	$278K	Sell	2,224 -198	-8%	-$25.3K	0.19%	127
2021 Q2	$313K	Sell	2,422 -52	-2%	-$6.38K	0.22%	114
2021 Q1	$296K	Sell	2,474 -276	-10%	-$33.3K	0.21%	113
2020 Q4	$313K	Sell	2,750 -508	-16%	-$53.4K	0.25%	102
2020 Q3	$317K	Sell	3,258 -7	-0.2%	-$664	0.28%	82
2020 Q2	$292K	Sell	3,265 -370	-10%	-$30.8K	0.27%	79
2020 Q1	$260K	Sell	3,635 -607	-14%	-$49.4K	0.29%	74
2019 Q4	$365K	Sell	4,242 -148	-3%	-$12K	0.31%	69
2019 Q3	$359K	Sell	4,390 -358	-8%	-$28.8K	0.31%	67
2019 Q2	$382K	Sell	4,748 -199	-4%	-$15.5K	0.35%	60
2019 Q1	$390K	Buy	4,947 +1,917	+63%	+$148K	0.35%	58
2018 Q4	$218K	Buy	+3,030	New	+$232K	0.22%	100

Other funds holding XHE

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

Acorn Wealth Advisors's XHE Position: Q2 2022 in Review

Acorn Wealth Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2022, closing a stake of 2,105 shares — an estimated $236K sold.

Acorn Wealth Advisors first reported a position in XHE in Q4 2018 and held it in 14 quarters. The position peaked at $390K in Q1 2019. 111 funds tracked by Wall St. Rank hold XHE as of Q2 2022.

Acorn Wealth Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2022 after selling out during the quarter.
Acorn Wealth Advisors sold 2,105 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2022, an estimated $236K.
Acorn Wealth Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2018 and held it in 14 quarters.
Acorn Wealth Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $390K in Q1 2019.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2022.

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