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FAIM
Financial Advocates Investment Management’s
State Street SPDR S&P Health Care Equipment ETF
XHE
Stock Holding History
Financial Advocates Investment 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
2023
Q4
–
Sell
-33,270
Closed
-$3.05M
–
786
2023
Q3
$3.05M
Buy
+33,270
New
+$2.97M
0.23%
114
2022
Q2
–
Sell
-2,229
Closed
-$249K
–
799
2022
Q1
$249K
Sell
2,229
-15,023
-87%
-$1.6M
0.02%
628
2021
Q4
$2.02M
Buy
17,252
+746
+5%
+$90.3K
0.14%
195
2021
Q3
$2.07M
Buy
16,506
+839
+5%
+$107K
0.14%
174
2021
Q2
$1.98M
Buy
15,667
+949
+6%
+$116K
0.14%
185
2021
Q1
$1.76M
Sell
14,718
-48,698
-77%
-$5.87M
0.13%
194
2020
Q4
$3.04M
Buy
63,416
+53,699
+553%
+$5.65M
0.21%
105
2020
Q3
$947K
Buy
9,717
+1,006
+12%
+$95.4K
0.08%
262
2020
Q2
$775K
Sell
8,711
-1,725
-17%
-$144K
0.08%
283
2020
Q1
$748K
Buy
+10,436
New
+$849K
0.11%
219
Other funds holding XHE
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
PF
Phoenix Financial
Givatayim, Israel
$10.5B AUM
49.21%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
RFM
Royal Fund Management
Lady Lake, Florida
$1.04B AUM
26.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
MFA
Millington Financial Advisors
Naperville, Illinois
$237M AUM
22.22%
1-Year Est. Return
CAN
Cetera Advisor Networks
El Segundo, California
$20.2B AUM
22.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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