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

Advocacy Wealth Management Services’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 Q3	–	Sell	-69	Closed	-$6K	–	155
2022 Q2	$6K	Sell	69 -17	-20%	-$1.6K	﹤0.01%	111
2022 Q1	$10K	Sell	86 -226	-72%	-$24.1K	﹤0.01%	109
2021 Q4	$37K	Sell	312 -88	-22%	-$10.7K	0.01%	64
2021 Q3	$50K	Sell	400 -203	-34%	-$25.9K	0.01%	57
2021 Q2	$78K	Sell	603 -68,563	-99%	-$8.41M	0.01%	55
2021 Q1	$8.29M	Buy	69,166 +27,661	+67%	+$3.34M	1.66%	10
2020 Q4	$4.72M	Sell	41,505 -1,358	-3%	-$143K	0.71%	20
2020 Q3	$4.15M	Buy	42,863 +26,116	+156%	+$2.48M	0.67%	21
2020 Q2	$1.5M	Buy	+16,747	New	+$1.39M	0.3%	29

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

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

MIH

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Advocacy Wealth Management Services's XHE Position: Q3 2022 in Review

Advocacy Wealth Management Services sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2022, closing a stake of 69 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in XHE in Q2 2020 and held it in 9 quarters. The position peaked at $8.29M in Q1 2021. 101 funds tracked by Wall St. Rank hold XHE as of Q3 2022.

Advocacy Wealth Management Services reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 69 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2022, an estimated $6K.
Advocacy Wealth Management Services first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2020 and held it in 9 quarters.
Advocacy Wealth Management Services's State Street SPDR S&P Health Care Equipment ETF position peaked at $8.29M in Q1 2021.
101 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2022, filed 6 Oct 2022.