Center for Financial Planning’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Center for Financial Planning’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 Q3	–	Sell	-160	Closed	-$13.5K	–	608
2024 Q2	$13.5K	Hold	160	–	–	﹤0.01%	358
2024 Q1	$14.1K	Hold	160	–	–	﹤0.01%	362
2023 Q4	$13.5K	Hold	160	–	–	﹤0.01%	334
2023 Q3	$12.5K	Hold	160	–	–	﹤0.01%	334
2023 Q2	$15.7K	Hold	160	–	–	﹤0.01%	335
2023 Q1	$15K	Hold	160	–	–	﹤0.01%	313
2022 Q4	$14.4K	Hold	160	–	–	﹤0.01%	317
2022 Q3	$14K	Hold	160	–	–	﹤0.01%	323
2022 Q2	$14K	Hold	160	–	–	﹤0.01%	331
2022 Q1	$18K	Hold	160	–	–	﹤0.01%	318
2021 Q4	$19K	Hold	160	–	–	﹤0.01%	314
2021 Q3	$20K	Hold	160	–	–	﹤0.01%	307
2021 Q2	$21K	Hold	160	–	–	0.01%	305
2021 Q1	$19K	Hold	160	–	–	0.01%	315
2020 Q4	$18K	Buy	+160	New	+$16.8K	0.01%	300

Other funds holding XHE

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Center for Financial Planning's XHE Position: Q3 2024 in Review

Center for Financial Planning sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2024, closing a stake of 160 shares — an estimated $13.5K sold.

Center for Financial Planning first reported a position in XHE in Q4 2020 and held it in 15 quarters. The position peaked at $21K in Q2 2021. 88 funds tracked by Wall St. Rank hold XHE as of Q3 2024.

Center for Financial Planning reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2024 after selling out during the quarter.
Center for Financial Planning sold 160 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2024, an estimated $13.5K.
Center for Financial Planning first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and held it in 15 quarters.
Center for Financial Planning's State Street SPDR S&P Health Care Equipment ETF position peaked at $21K in Q2 2021.
88 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.