Advanced Asset Management Advisors’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Advanced Asset Management 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
2023 Q1	–	Sell	-355	Closed	-$31.9K	–	239
2022 Q4	$31.9K	Buy	+355	New	+$31.2K	0.01%	117
2020 Q1	–	Sell	-355	Closed	-$30K	–	126
2019 Q4	$30K	Buy	+355	New	+$28.9K	0.01%	108

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

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

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

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

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

RFM

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Advanced Asset Management Advisors's XHE Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2023, closing a stake of 355 shares — an estimated $31.9K sold.

Advanced Asset Management Advisors first reported a position in XHE in Q4 2019 and held it in 2 quarters. The position peaked at $31.9K in Q4 2022. 108 funds tracked by Wall St. Rank hold XHE as of Q1 2023.

Advanced Asset Management Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2023 after selling out during the quarter.
Advanced Asset Management Advisors sold 355 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2023, an estimated $31.9K.
Advanced Asset Management Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2019 and held it in 2 quarters.
Advanced Asset Management Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $31.9K in Q4 2022.
108 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.