Founders Financial Alliance’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Founders Financial Alliance’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 Q2	–	Sell	-800	Closed	-$74.9K	–	520
2023 Q1	$74.9K	Hold	800	–	–	0.04%	274
2022 Q4	$71.9K	Hold	800	–	–	0.03%	291
2022 Q3	$68K	Hold	800	–	–	0.03%	290
2022 Q2	$68K	Hold	800	–	–	0.03%	301
2022 Q1	$90K	Hold	800	–	–	0.04%	270
2021 Q4	$94K	Hold	800	–	–	0.04%	307
2021 Q3	$100K	Hold	800	–	–	0.05%	279
2021 Q2	$103K	Hold	800	–	–	0.05%	292
2021 Q1	$93K	Hold	800	–	–	0.05%	280
2020 Q4	$91K	Buy	800 +300	+60%	+$31.6K	0.05%	252
2020 Q3	$49K	Buy	+500	New	+$47.4K	0.03%	385

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

DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RFM

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

Founders Financial Alliance's XHE Position: Q2 2023 in Review

Founders Financial Alliance sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2023, closing a stake of 800 shares — an estimated $74.9K sold.

Founders Financial Alliance first reported a position in XHE in Q3 2020 and held it in 11 quarters. The position peaked at $103K in Q2 2021. 110 funds tracked by Wall St. Rank hold XHE as of Q2 2023.

Founders Financial Alliance reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2023 after selling out during the quarter.
Founders Financial Alliance sold 800 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2023, an estimated $74.9K.
Founders Financial Alliance first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2020 and held it in 11 quarters.
Founders Financial Alliance's State Street SPDR S&P Health Care Equipment ETF position peaked at $103K in Q2 2021.
110 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2023.

Based on Founders Financial Alliance's 13F filing for Q2 2023, filed 11 Aug 2023.