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

Benjamin F. Edwards & Company’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	-61	Closed	-$7K	–	1911
2022 Q1	$7K	Sell	61 -921	-94%	-$98.2K	﹤0.01%	1458
2021 Q4	$115K	Sell	982 -299	-23%	-$36.2K	0.01%	849
2021 Q3	$160K	Hold	1,281	–	–	0.01%	731
2021 Q2	$166K	Hold	1,281	–	–	0.01%	702
2021 Q1	$153K	Sell	1,281 -400	-24%	-$48.2K	0.01%	743
2020 Q4	$191K	Hold	1,681	–	–	0.01%	657
2020 Q3	$164K	Hold	1,681	–	–	0.01%	636
2020 Q2	$150K	Buy	1,681 +213	+15%	+$17.7K	0.01%	635
2020 Q1	$105K	Hold	1,468	–	–	0.01%	680
2019 Q4	$126K	Sell	1,468 -518	-26%	-$42.1K	0.01%	726
2019 Q3	$155K	Buy	1,986 +135	+7%	+$10.9K	0.01%	625
2019 Q2	$151K	Buy	1,851 +753	+69%	+$58.8K	0.01%	595
2019 Q1	$88K	Sell	1,098 -4,290	-80%	-$331K	0.01%	721
2018 Q4	$378K	Buy	5,388 +4,915	+1,039%	+$376K	0.04%	350
2018 Q3	$42K	Buy	473 +412	+675%	+$34.5K	﹤0.01%	914
2018 Q2	$5K	Hold	61	–	–	﹤0.01%	1424
2018 Q1	$4K	Hold	61	–	–	﹤0.01%	1456
2017 Q4	$4K	Hold	61	–	–	﹤0.01%	1409
2017 Q3	$4K	Buy	+61	New	+$3.75K	﹤0.01%	1368
2013 Q3	–	Sell	-318	Closed	-$10.7K	–	869
2013 Q2	$10K	Buy	+318	New	+$9.94K	﹤0.01%	575

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

Benjamin F. Edwards & Company's XHE Position: Q2 2022 in Review

Benjamin F. Edwards & Company sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2022, closing a stake of 61 shares — an estimated $7K sold.

Benjamin F. Edwards & Company first reported a position in XHE in Q2 2013 and held it in 20 quarters. The position peaked at $378K in Q4 2018. 111 funds tracked by Wall St. Rank hold XHE as of Q2 2022.

Benjamin F. Edwards & Company reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 61 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2022, an estimated $7K.
Benjamin F. Edwards & Company first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2013 and held it in 20 quarters.
Benjamin F. Edwards & Company's State Street SPDR S&P Health Care Equipment ETF position peaked at $378K in Q4 2018.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2022, filed 12 Aug 2022.