Global Retirement Partners’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Global Retirement Partners’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 Q4	–	Sell	-101	Closed	-$9.14K	–	3795
2024 Q3	$9.14K	Hold	101	–	–	﹤0.01%	2328
2024 Q2	$8.53K	Sell	101 -120	-54%	-$10.2K	﹤0.01%	2386
2024 Q1	$19.4K	Hold	221	–	–	﹤0.01%	1825
2023 Q4	$18.4K	Buy	221 +30	+16%	+$2.24K	﹤0.01%	1796
2023 Q3	$14.5K	Buy	191 +120	+169%	+$10.7K	﹤0.01%	1798
2023 Q2	$6.99K	Hold	71	–	–	﹤0.01%	2088
2023 Q1	$6.94K	Hold	71	–	–	﹤0.01%	2057
2022 Q4	$6.38K	Buy	+71	New	+$6.25K	﹤0.01%	1940
2021 Q3	–	Sell	-25	Closed	-$3K	–	2074
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	1699
2021 Q1	$3K	Buy	+25	New	+$3.01K	﹤0.01%	1612
2019 Q2	–	Sell	-125	Closed	-$10K	–	1723
2019 Q1	$10K	Hold	125	–	–	﹤0.01%	1064
2018 Q4	$9K	Buy	+125	New	+$9.57K	﹤0.01%	1022

Other funds holding XHE

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Global Retirement Partners's XHE Position: Q4 2024 in Review

Global Retirement Partners sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2024, closing a stake of 101 shares — an estimated $9.14K sold.

Global Retirement Partners first reported a position in XHE in Q4 2018 and held it in 12 quarters. The position peaked at $19.4K in Q1 2024. 89 funds tracked by Wall St. Rank hold XHE as of Q4 2024.

Global Retirement Partners reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2024 after selling out during the quarter.
Global Retirement Partners sold 101 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2024, an estimated $9.14K.
Global Retirement Partners first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2018 and held it in 12 quarters.
Global Retirement Partners's State Street SPDR S&P Health Care Equipment ETF position peaked at $19.4K in Q1 2024.
89 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.