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

Blackston Financial Advisory Group’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 Q2	–	Sell	-3,000	Closed	-$264K	–	107
2024 Q1	$264K	Sell	3,000 -1,478	-33%	-$125K	0.18%	51
2023 Q4	$377K	Sell	4,478 -295	-6%	-$22K	0.24%	55
2023 Q3	$373K	Sell	4,773 -144	-3%	-$12.8K	0.26%	52
2023 Q2	$484K	Sell	4,917 -299	-6%	-$28.8K	0.35%	44
2023 Q1	$488K	Sell	5,216 -880	-14%	-$82.2K	0.36%	45
2022 Q4	$548K	Sell	6,096 -223	-4%	-$19.6K	0.4%	44
2022 Q3	$559K	Sell	6,319 -927	-13%	-$85.9K	0.39%	42
2022 Q2	$647K	Sell	7,246 -700	-9%	-$65.9K	0.42%	32
2022 Q1	$994K	Buy	7,946 +120	+2%	+$12.8K	0.65%	28
2021 Q4	$918K	Buy	+7,826	New	+$947K	0.53%	28

Other funds holding XHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWS

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

RFM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Blackston Financial Advisory Group's XHE Position: Q2 2024 in Review

Blackston Financial Advisory Group sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2024, closing a stake of 3,000 shares — an estimated $264K sold.

Blackston Financial Advisory Group first reported a position in XHE in Q4 2021 and held it in 10 quarters. The position peaked at $994K in Q1 2022. 97 funds tracked by Wall St. Rank hold XHE as of Q2 2024.

Blackston Financial Advisory Group reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2024 after selling out during the quarter.
Blackston Financial Advisory Group sold 3,000 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2024, an estimated $264K.
Blackston Financial Advisory Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2021 and held it in 10 quarters.
Blackston Financial Advisory Group's State Street SPDR S&P Health Care Equipment ETF position peaked at $994K in Q1 2022.
97 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2024.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2024, filed 17 Jul 2024.