Beacon Financial Advisory’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Beacon Financial Advisory’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 Q2	–	Sell	-1,857	Closed	-$208K	–	244
2022 Q1	$208K	Hold	1,857	–	–	0.1%	226
2021 Q4	$218K	Hold	1,857	–	–	0.1%	226
2021 Q3	$232K	Hold	1,857	–	–	0.12%	206
2021 Q2	$240K	Hold	1,857	–	–	0.13%	194
2021 Q1	$222K	Hold	1,857	–	–	0.13%	196
2020 Q4	$211K	Sell	1,857 -720	-28%	-$75.7K	0.14%	183
2020 Q3	$250K	Buy	2,577 +160	+7%	+$15.2K	0.22%	142
2020 Q2	$216K	Buy	+2,417	New	+$201K	0.24%	125

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

MIH

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

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

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

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

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 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

Beacon Financial Advisory's XHE Position: Q2 2022 in Review

Beacon Financial Advisory sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2022, closing a stake of 1,857 shares — an estimated $208K sold.

Beacon Financial Advisory first reported a position in XHE in Q2 2020 and held it in 8 quarters. The position peaked at $250K in Q3 2020. 111 funds tracked by Wall St. Rank hold XHE as of Q2 2022.

Beacon Financial Advisory reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2022 after selling out during the quarter.
Beacon Financial Advisory sold 1,857 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2022, an estimated $208K.
Beacon Financial Advisory first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2020 and held it in 8 quarters.
Beacon Financial Advisory's State Street SPDR S&P Health Care Equipment ETF position peaked at $250K in Q3 2020.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2022.

Based on Beacon Financial Advisory's 13F filing for Q2 2022, filed 25 Jul 2022.