Cetera Advisor Networks’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Cetera Advisor Networks’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 Q1	$2.01M	Sell	22,898 -5,816	-20%	-$494K	0.01%	1024
2023 Q4	$2.42M	Sell	28,714 -11,447	-29%	-$855K	0.01%	886
2023 Q3	$3.14M	Sell	40,161 -338	-0.8%	-$30.2K	0.02%	722
2023 Q2	$3.99M	Sell	40,499 -635	-2%	-$61.2K	0.03%	583
2023 Q1	$3.85M	Buy	41,134 +2,881	+8%	+$269K	0.03%	587
2022 Q4	$3.44M	Buy	38,253 +515	+1%	+$45.3K	0.03%	593
2022 Q3	$3.22M	Sell	37,738 -15	-0%	-$1.39K	0.04%	436
2022 Q2	$3.2M	Sell	37,753 -180	-0.5%	-$16.9K	0.04%	429
2022 Q1	$4.25M	Buy	37,933 +2,380	+7%	+$254K	0.05%	360
2021 Q4	$4.17M	Buy	35,553 +18,115	+104%	+$2.19M	0.05%	349
2021 Q3	$2.18M	Buy	17,438 +1,525	+10%	+$195K	0.03%	525
2021 Q2	$2.06M	Buy	15,913 +455	+3%	+$55.8K	0.03%	530
2021 Q1	$1.85M	Buy	15,458 +576	+4%	+$69.5K	0.04%	385
2020 Q4	$1.69M	Buy	14,882 +1,062	+8%	+$112K	0.04%	370
2020 Q3	$1.35M	Buy	13,820 +2,191	+19%	+$208K	0.04%	390
2020 Q2	$1.04M	Buy	11,629 +537	+5%	+$44.7K	0.03%	459
2020 Q1	$795K	Sell	11,092 -2,088	-16%	-$170K	0.03%	470
2019 Q4	$1.13M	Sell	13,180 -6,185	-32%	-$503K	0.03%	460
2019 Q3	$1.51M	Buy	19,365 +5,840	+43%	+$470K	0.05%	330
2019 Q2	$1.1M	Buy	13,525 +176	+1%	+$13.7K	0.03%	422
2019 Q1	$1.07M	Buy	13,349 +9,889	+286%	+$763K	0.03%	404
2018 Q4	$243K	Buy	3,460 +966	+39%	+$73.9K	0.01%	849
2018 Q3	$220K	Buy	+2,494	New	+$209K	0.01%	1005

Other funds holding XHE

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

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

RFM

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

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

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

AWS

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisor Networks's XHE Position: Q1 2024 in Review

Cetera Advisor Networks reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 20% in Q1 2024, selling an estimated $494K and leaving 22,898 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #1024.

Cetera Advisor Networks first reported a position in XHE in Q3 2018 and has held it in 23 quarters since. The position peaked at $4.25M in Q1 2022. 110 funds tracked by Wall St. Rank hold XHE as of Q1 2024.

Cetera Advisor Networks held 22,898 shares of State Street SPDR S&P Health Care Equipment ETF worth $2.01M as of Q1 2024.
Cetera Advisor Networks sold 5,816 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2024, an estimated $494K.
State Street SPDR S&P Health Care Equipment ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1024 holding.
Cetera Advisor Networks first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2018 and has held it in 23 quarters since.
Cetera Advisor Networks's State Street SPDR S&P Health Care Equipment ETF position peaked at $4.25M in Q1 2022.
110 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.