Benjamin Edwards Inc’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Benjamin Edwards Inc’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	-17	Closed	-$1K	–	770
2022 Q3	$1K	Sell	17 -447	-96%	-$41.4K	﹤0.01%	702
2022 Q2	$39K	Sell	464 -24	-5%	-$2.26K	0.01%	451
2022 Q1	$55K	Buy	488 +41	+9%	+$4.37K	0.02%	444
2021 Q4	$52K	Buy	447 +1	+0.2%	+$121	0.02%	416
2021 Q3	$56K	Sell	446 -7	-2%	-$894	0.03%	288
2021 Q2	$59K	Buy	453 +2	+0.4%	+$245	0.04%	256
2021 Q1	$54K	Buy	451 +12	+3%	+$1.45K	0.04%	249
2020 Q4	$50K	Sell	439 -23	-5%	-$2.42K	0.04%	246
2020 Q3	$45K	Sell	462 -18	-4%	-$1.71K	0.04%	231
2020 Q2	$43K	Buy	480 +17	+4%	+$1.42K	0.04%	211
2020 Q1	$33K	Buy	+463	New	+$37.7K	0.03%	199

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

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

RFM

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Benjamin Edwards Inc's XHE Position: Q4 2022 in Review

Benjamin Edwards Inc sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2022, closing a stake of 17 shares — an estimated $1K sold.

Benjamin Edwards Inc first reported a position in XHE in Q1 2020 and held it in 11 quarters. The position peaked at $59K in Q2 2021. 121 funds tracked by Wall St. Rank hold XHE as of Q4 2022.

Benjamin Edwards Inc reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2022 after selling out during the quarter.
Benjamin Edwards Inc sold 17 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2022, an estimated $1K.
Benjamin Edwards Inc first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2020 and held it in 11 quarters.
Benjamin Edwards Inc's State Street SPDR S&P Health Care Equipment ETF position peaked at $59K in Q2 2021.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2022.

Based on Benjamin Edwards Inc's 13F filing for Q4 2022, filed 7 Feb 2023.