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

Foundations Investment 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
-9,723
Closed -$855K – 806
2024
Q1 		$855K Sell
9,723
-11,010
-53% -$934K 0.02% 347
2023
Q4 		$1.77M Buy
20,733
+8,369
+68% +$625K 0.05% 239
2023
Q3 		$965K Buy
+12,364
New +$1.1M 0.03% 285

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

Foundations Investment Advisors's XHE Position: Q2 2024 in Review

Foundations Investment Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2024, closing a stake of 9,723 shares — an estimated $855K sold.

Foundations Investment Advisors first reported a position in XHE in Q3 2023 and held it in 3 quarters. The position peaked at $1.77M in Q4 2023. 97 funds tracked by Wall St. Rank hold XHE as of Q2 2024.

  • Foundations Investment Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 9,723 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2024, an estimated $855K.
  • Foundations Investment Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2023 and held it in 3 quarters.
  • Foundations Investment Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $1.77M in Q4 2023.
  • 97 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2024.

Based on Foundations Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.