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

Allworth 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
2022 Q2	–	Sell	-85	Closed	-$10K	–	2869
2022 Q1	$10K	Hold	85	–	–	﹤0.01%	1498
2021 Q4	$10K	Hold	85	–	–	﹤0.01%	1389
2021 Q3	$11K	Buy	+85	New	+$10.9K	﹤0.01%	1316

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 $1.05B AUM 26.61% 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

Allworth Financial's XHE Position: Q2 2022 in Review

Allworth Financial sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2022, closing a stake of 85 shares — an estimated $10K sold.

Allworth Financial first reported a position in XHE in Q3 2021 and held it in 3 quarters. The position peaked at $11K in Q3 2021. 111 funds tracked by Wall St. Rank hold XHE as of Q2 2022.

Allworth Financial reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2022 after selling out during the quarter.
Allworth Financial sold 85 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2022, an estimated $10K.
Allworth Financial first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2021 and held it in 3 quarters.
Allworth Financial's State Street SPDR S&P Health Care Equipment ETF position peaked at $11K in Q3 2021.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2022.

Based on Allworth Financial's 13F filing for Q2 2022, filed 13 Jul 2022.