Ahrens Investment Partners’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Ahrens Investment Partners’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	$749	Buy	+8	New	+$747	﹤0.01%	957
2022 Q3	–	Sell	-8	Closed	-$1K	–	932
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	948
2022 Q1	$1K	Sell	8 -50	-86%	-$5.33K	﹤0.01%	1014
2021 Q4	$7K	Buy	+58	New	+$7.02K	﹤0.01%	830
2019 Q2	–	Sell	-5,195	Closed	-$417K	–	175
2019 Q1	$417K	Sell	5,195 -8,255	-61%	-$637K	0.19%	82
2018 Q4	$942K	Sell	13,450 -2,655	-16%	-$203K	0.44%	55
2018 Q3	$1.41M	Buy	16,105 +6,955	+76%	+$582K	0.53%	49
2018 Q2	$716K	Buy	+9,150	New	+$685K	0.3%	66

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

Ahrens Investment Partners's XHE Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2023: 8 shares worth $749. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in XHE as recently as Q2 2022.

Ahrens Investment Partners first reported a position in XHE in Q2 2018 and has held it in 8 quarters since. The position peaked at $1.41M in Q3 2018. 108 funds tracked by Wall St. Rank hold XHE as of Q1 2023.

Ahrens Investment Partners held 8 shares of State Street SPDR S&P Health Care Equipment ETF worth $749 as of Q1 2023.
State Street SPDR S&P Health Care Equipment ETF was a new Ahrens Investment Partners position in Q1 2023.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #957 holding.
Ahrens Investment Partners first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2018 and has held it in 8 quarters since.
Ahrens Investment Partners's State Street SPDR S&P Health Care Equipment ETF position peaked at $1.41M in Q3 2018.
108 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.