Advisornet Financial’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Advisornet Financial’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	–	Sell	-100	Closed	-$8.44K	–	2280
2024 Q2	$8.44K	Hold	100	–	–	﹤0.01%	1360
2024 Q1	$8.79K	Hold	100	–	–	﹤0.01%	1324
2023 Q4	$8.43K	Hold	100	–	–	﹤0.01%	1353
2023 Q3	$7.81K	Hold	100	–	–	﹤0.01%	1303
2023 Q2	$9.84K	Hold	100	–	–	﹤0.01%	1328
2023 Q1	$9.36K	Hold	100	–	–	﹤0.01%	1325
2022 Q4	$8.99K	Sell	100 -1,000	-91%	-$88K	﹤0.01%	1323
2022 Q3	$94K	Hold	1,100	–	–	0.01%	669
2022 Q2	$93K	Hold	1,100	–	–	0.01%	694
2022 Q1	$123K	Hold	1,100	–	–	0.01%	681
2021 Q4	$129K	Hold	1,100	–	–	0.01%	710
2021 Q3	$138K	Hold	1,100	–	–	0.01%	684
2021 Q2	$142K	Hold	1,100	–	–	0.01%	690
2021 Q1	$132K	Hold	1,100	–	–	0.01%	675
2020 Q4	$125K	Buy	1,100 +100	+10%	+$10.5K	0.01%	630
2020 Q3	$97K	Hold	1,000	–	–	0.01%	681
2020 Q2	$89K	Hold	1,000	–	–	0.01%	707
2020 Q1	$72K	Hold	1,000	–	–	0.01%	687
2019 Q4	$86K	Hold	1,000	–	–	0.01%	728
2019 Q3	$78K	Hold	1,000	–	–	0.01%	751
2019 Q2	$82K	Hold	1,000	–	–	0.01%	667
2019 Q1	$80K	Hold	1,000	–	–	0.01%	611
2018 Q4	$70K	Hold	1,000	–	–	0.01%	604
2018 Q3	$88K	Hold	1,000	–	–	0.01%	579
2018 Q2	$78K	Hold	1,000	–	–	0.01%	588
2018 Q1	$70K	Hold	1,000	–	–	0.01%	615
2017 Q4	$64K	Buy	+1,000	New	+$64.5K	0.01%	589

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

Advisornet Financial's XHE Position: Q3 2024 in Review

Advisornet Financial sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2024, closing a stake of 100 shares — an estimated $8.44K sold.

Advisornet Financial first reported a position in XHE in Q4 2017 and held it in 27 quarters. The position peaked at $142K in Q2 2021. 88 funds tracked by Wall St. Rank hold XHE as of Q3 2024.

Advisornet Financial reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2024 after selling out during the quarter.
Advisornet Financial sold 100 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2024, an estimated $8.44K.
Advisornet Financial first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2017 and held it in 27 quarters.
Advisornet Financial's State Street SPDR S&P Health Care Equipment ETF position peaked at $142K 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 Advisornet Financial's 13F filing for Q3 2024, filed 15 Oct 2024.