Cary Street Partners Investment Advisory’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Cary Street Partners Investment 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
2023 Q3	–	Sell	-20	Closed	-$1.97K	–	1930
2023 Q2	$1.97K	Buy	+20	New	+$1.93K	﹤0.01%	1591

Other funds holding XHE

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CAN

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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's XHE Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2023, closing a stake of 20 shares — an estimated $1.97K sold.

Cary Street Partners Investment Advisory first reported a position in XHE in Q2 2023 and held it in 1 quarter. The position peaked at $1.97K in Q2 2023. 107 funds tracked by Wall St. Rank hold XHE as of Q3 2023.

Cary Street Partners Investment Advisory reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 20 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2023, an estimated $1.97K.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2023 and held it in 1 quarter.
Cary Street Partners Investment Advisory's State Street SPDR S&P Health Care Equipment ETF position peaked at $1.97K in Q2 2023.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.