American Portfolios Advisors’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

American Portfolios 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
2022 Q3	$2.22K	Sell	26 -75	-74%	-$6.95K	﹤0.01%	3093
2022 Q2	$8.57K	Hold	101	–	–	﹤0.01%	2630
2022 Q1	$11.3K	Buy	101 +26	+35%	+$2.77K	﹤0.01%	2636
2021 Q4	$8.8K	Hold	75	–	–	﹤0.01%	2671
2021 Q3	$9.38K	Hold	75	–	–	﹤0.01%	2603
2021 Q2	$9.69K	Hold	75	–	–	﹤0.01%	2533
2021 Q1	$8.97K	Hold	75	–	–	﹤0.01%	2427
2020 Q4	$8.54K	Hold	75	–	–	﹤0.01%	2179
2020 Q3	$7.3K	Hold	75	–	–	﹤0.01%	2121
2020 Q2	$6.71K	Hold	75	–	–	﹤0.01%	2105
2020 Q1	$5.38K	Hold	75	–	–	﹤0.01%	2058
2019 Q4	$6.42K	Hold	75	–	–	﹤0.01%	2176
2019 Q3	$5.86K	Sell	75 -555	-88%	-$44.6K	﹤0.01%	2143
2019 Q2	$51.6K	Sell	630 -852	-57%	-$66.5K	﹤0.01%	1256
2019 Q1	$119K	Buy	+1,482	New	+$114K	0.01%	819

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

American Portfolios Advisors's XHE Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 74% in Q3 2022, selling an estimated $6.95K and leaving 26 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

American Portfolios Advisors first reported a position in XHE in Q1 2019 and has held it in 15 quarters since. The position peaked at $119K in Q1 2019. 101 funds tracked by Wall St. Rank hold XHE as of Q3 2022.

American Portfolios Advisors held 26 shares of State Street SPDR S&P Health Care Equipment ETF worth $2.22K as of Q3 2022.
American Portfolios Advisors sold 75 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2022, an estimated $6.95K.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3093 holding.
American Portfolios Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2019 and has held it in 15 quarters since.
American Portfolios Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $119K in Q1 2019.
101 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.