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

Faithward 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
2023 Q1	–	Sell	-130	Closed	-$11.7K	–	345
2022 Q4	$11.7K	Hold	130	–	–	﹤0.01%	224
2022 Q3	$11K	Hold	130	–	–	﹤0.01%	201
2022 Q2	$11K	Hold	130	–	–	﹤0.01%	220
2022 Q1	$15K	Hold	130	–	–	﹤0.01%	226
2021 Q4	$15K	Hold	130	–	–	﹤0.01%	219
2021 Q3	$16K	Hold	130	–	–	﹤0.01%	234
2021 Q2	$17K	Hold	130	–	–	﹤0.01%	228
2021 Q1	$16K	Hold	130	–	–	﹤0.01%	216
2020 Q4	$15K	Hold	130	–	–	0.01%	99
2020 Q3	$13K	Hold	130	–	–	﹤0.01%	189
2020 Q2	$12K	Hold	130	–	–	﹤0.01%	188
2020 Q1	$9K	Hold	130	–	–	﹤0.01%	217
2019 Q4	$11K	Buy	+130	New	+$10.6K	﹤0.01%	223

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

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

CAN

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

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Faithward Advisors's XHE Position: Q1 2023 in Review

Faithward Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2023, closing a stake of 130 shares — an estimated $11.7K sold.

Faithward Advisors first reported a position in XHE in Q4 2019 and held it in 13 quarters. The position peaked at $17K in Q2 2021. 108 funds tracked by Wall St. Rank hold XHE as of Q1 2023.

Faithward Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2023 after selling out during the quarter.
Faithward Advisors sold 130 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2023, an estimated $11.7K.
Faithward Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2019 and held it in 13 quarters.
Faithward Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $17K in Q2 2021.
108 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2023.

Based on Faithward Advisors's 13F filing for Q1 2023, filed 15 May 2023.