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

Arkadios Wealth 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
2021 Q1	–	Sell	-175	Closed	-$21.1K	–	1758
2020 Q4	$19K	Hold	175	–	–	﹤0.01%	774
2020 Q3	$17.9K	Hold	175	–	–	0.01%	626
2020 Q2	$15.9K	Hold	175	–	–	0.01%	592
2020 Q1	$12.5K	Hold	175	–	–	0.01%	588
2019 Q4	$15.5K	Buy	+175	New	+$14.2K	0.01%	507

Other funds holding XHE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Arkadios Wealth Advisors's XHE Position: Q1 2021 in Review

Arkadios Wealth Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2021, closing a stake of 175 shares — an estimated $21.1K sold.

Arkadios Wealth Advisors first reported a position in XHE in Q4 2019 and held it in 5 quarters. The position peaked at $19K in Q4 2020. 128 funds tracked by Wall St. Rank hold XHE as of Q1 2021.

Arkadios Wealth Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 175 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2021, an estimated $21.1K.
Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2019 and held it in 5 quarters.
Arkadios Wealth Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $19K in Q4 2020.
128 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.