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

Ashford 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
Q4 		– Sell
-4,220
Closed -$360K – 18
2022
Q3 		$360K Hold
4,220
– – 0.13% 15
2022
Q2 		$358K Hold
4,220
– – 0.13% 15
2022
Q1 		$473K Buy
+4,220
New +$450K 0.16% 11

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Ashford Advisors's XHE Position: Q4 2022 in Review

Ashford Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2022, closing a stake of 4,220 shares — an estimated $360K sold.

Ashford Advisors first reported a position in XHE in Q1 2022 and held it in 3 quarters. The position peaked at $473K in Q1 2022. 121 funds tracked by Wall St. Rank hold XHE as of Q4 2022.

  • Ashford Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2022 after selling out during the quarter.
  • Ashford Advisors sold 4,220 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2022, an estimated $360K.
  • Ashford Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2022 and held it in 3 quarters.
  • Ashford Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $473K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2022.

Based on Ashford Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.