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	0.22%	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	0.13%	195
2021 Q3	$2.07M	Buy	16,506 +839	+5%	+$107K	0.14%	174
2021 Q2	$1.98M	Buy	15,667 +949	+6%	+$116K	0.13%	185
2021 Q1	$1.76M	Sell	14,718 -48,698	-77%	-$5.87M	0.12%	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	0.07%	283
2020 Q1	$748K	Buy	+10,436	New	+$849K	0.11%	219

Other funds holding XHE

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RFM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MFA

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

CAN

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

Financial Advocates Investment Management's XHE Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2023, closing a stake of 33,270 shares — an estimated $3.05M sold.

Financial Advocates Investment Management first reported a position in XHE in Q1 2020 and held it in 10 quarters. The position peaked at $3.05M in Q3 2023. 102 funds tracked by Wall St. Rank hold XHE as of Q4 2023.

Financial Advocates Investment Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 33,270 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2023, an estimated $3.05M.
Financial Advocates Investment Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2020 and held it in 10 quarters.
Financial Advocates Investment Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $3.05M in Q3 2023.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.