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

Fortis Group 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
2024
Q2 		– Sell
-4,643
Closed -$408K – 532
2024
Q1 		$408K Buy
+4,643
New +$394K 0.08% 146
2020
Q3 		$519K Buy
+5,341
New +$506K 0.1% 100

Other funds holding XHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortis Group Advisors's XHE Position: Q2 2024 in Review

Fortis Group Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2024, closing a stake of 4,643 shares — an estimated $408K sold.

Fortis Group Advisors first reported a position in XHE in Q3 2020 and held it in 2 quarters. The position peaked at $519K in Q3 2020. 97 funds tracked by Wall St. Rank hold XHE as of Q2 2024.

  • Fortis Group Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 4,643 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2024, an estimated $408K.
  • Fortis Group Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2020 and held it in 2 quarters.
  • Fortis Group Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $519K in Q3 2020.
  • 97 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2024.

Based on Fortis Group Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.