American State Bank (Iowa)’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

American State Bank (Iowa)’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 Q1	–	Sell	-1,678	Closed	-$141K	–	327
2023 Q4	$141K	Hold	1,678	–	–	0.09%	144
2023 Q3	$131K	Hold	1,678	–	–	0.09%	142
2023 Q2	$165K	Sell	1,678 -31	-2%	-$2.99K	0.12%	136
2023 Q1	$160K	Buy	1,709 +45	+3%	+$4.2K	0.12%	137
2022 Q4	$150K	Hold	1,664	–	–	0.12%	135
2022 Q3	$142K	Buy	1,664 +32	+2%	+$2.97K	0.12%	131
2022 Q2	$138K	Hold	1,632	–	–	0.11%	138
2022 Q1	$183K	Hold	1,632	–	–	0.13%	129
2021 Q4	$191K	Buy	1,632 +20	+1%	+$2.42K	0.13%	130
2021 Q3	$202K	Hold	1,612	–	–	0.16%	116
2021 Q2	$208K	Buy	1,612 +66	+4%	+$8.1K	0.16%	118
2021 Q1	$185K	Sell	1,546 -150	-9%	-$18.1K	0.16%	119
2020 Q4	$193K	Buy	+1,696	New	+$178K	0.18%	108

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

American State Bank (Iowa)'s XHE Position: Q1 2024 in Review

American State Bank (Iowa) sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2024, closing a stake of 1,678 shares — an estimated $141K sold.

American State Bank (Iowa) first reported a position in XHE in Q4 2020 and held it in 13 quarters. The position peaked at $208K in Q2 2021. 110 funds tracked by Wall St. Rank hold XHE as of Q1 2024.

American State Bank (Iowa) reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 1,678 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2024, an estimated $141K.
American State Bank (Iowa) first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s State Street SPDR S&P Health Care Equipment ETF position peaked at $208K in Q2 2021.
110 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.