Cassady Schiller Wealth Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Cassady Schiller Wealth Management’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	-56	Closed	-$4.92K	–	501
2024 Q1	$4.92K	Hold	56	–	–	﹤0.01%	373
2023 Q4	$4.72K	Hold	56	–	–	﹤0.01%	363
2023 Q3	$4.37K	Hold	56	–	–	﹤0.01%	379
2023 Q2	$5.51K	Hold	56	–	–	﹤0.01%	380
2023 Q1	$5.24K	Hold	56	–	–	﹤0.01%	356
2022 Q4	$5.03K	Buy	+56	New	+$4.93K	﹤0.01%	368
2022 Q1	–	Sell	-56	Closed	-$7K	–	619
2021 Q4	$7K	Buy	+56	New	+$6.78K	﹤0.01%	343

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

Cassady Schiller Wealth Management's XHE Position: Q2 2024 in Review

Cassady Schiller Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2024, closing a stake of 56 shares — an estimated $4.92K sold.

Cassady Schiller Wealth Management first reported a position in XHE in Q4 2021 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 97 funds tracked by Wall St. Rank hold XHE as of Q2 2024.

Cassady Schiller Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2024 after selling out during the quarter.
Cassady Schiller Wealth Management sold 56 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2024, an estimated $4.92K.
Cassady Schiller Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2021 and held it in 7 quarters.
Cassady Schiller Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $7K in Q4 2021.
97 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.