Carolina Wealth Advisors’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Carolina Wealth Advisors’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	-38	Closed	-$4K	–	298
2022 Q1	$4K	Hold	38	–	–	﹤0.01%	227
2021 Q4	$4K	Hold	38	–	–	﹤0.01%	229
2021 Q3	$5K	Hold	38	–	–	﹤0.01%	213
2021 Q2	$5K	Buy	38 +3	+9%	+$368	﹤0.01%	227
2021 Q1	$4K	Hold	35	–	–	﹤0.01%	264
2020 Q4	$4K	Buy	+35	New	+$3.68K	﹤0.01%	195

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

Carolina Wealth Advisors's XHE Position: Q2 2022 in Review

Carolina Wealth Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2022, closing a stake of 38 shares — an estimated $4K sold.

Carolina Wealth Advisors first reported a position in XHE in Q4 2020 and held it in 6 quarters. The position peaked at $5K in Q3 2021. 111 funds tracked by Wall St. Rank hold XHE as of Q2 2022.

Carolina Wealth Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2022 after selling out during the quarter.
Carolina Wealth Advisors sold 38 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2022, an estimated $4K.
Carolina Wealth Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and held it in 6 quarters.
Carolina Wealth Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $5K in Q3 2021.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2022.

Based on Carolina Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.