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

Atria Investments’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 Q4	–	Sell	-6,658	Closed	-$603K	–	2002
2024 Q3	$603K	Buy	6,658 +631	+10%	+$54.9K	0.01%	1234
2024 Q2	$509K	Buy	+6,027	New	+$511K	0.01%	1290
2019 Q2	–	Sell	-2,856	Closed	-$229K	–	1093
2019 Q1	$229K	Buy	+2,856	New	+$220K	0.01%	815
2018 Q4	–	Sell	-3,202	Closed	-$281K	–	1023
2018 Q3	$281K	Sell	3,202 -3,088	-49%	-$258K	0.01%	797
2018 Q2	$492K	Buy	6,290 +1,769	+39%	+$132K	0.02%	574
2018 Q1	$315K	Buy	+4,521	New	+$308K	0.02%	661

Other funds holding XHE

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

AWS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Atria Investments's XHE Position: Q4 2024 in Review

Atria Investments sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2024, closing a stake of 6,658 shares — an estimated $603K sold.

Atria Investments first reported a position in XHE in Q1 2018 and held it in 6 quarters. The position peaked at $603K in Q3 2024. 89 funds tracked by Wall St. Rank hold XHE as of Q4 2024.

Atria Investments reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2024 after selling out during the quarter.
Atria Investments sold 6,658 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2024, an estimated $603K.
Atria Investments first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2018 and held it in 6 quarters.
Atria Investments's State Street SPDR S&P Health Care Equipment ETF position peaked at $603K in Q3 2024.
89 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.