Great Valley Advisor Group’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Great Valley Advisor Group’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
2022 Q2	–	Sell	-1,944	Closed	-$218K	–	728
2022 Q1	$218K	Buy	+1,944	New	+$207K	0.01%	549
2021 Q3	–	Sell	-1,701	Closed	-$220K	–	592
2021 Q2	$220K	Hold	1,701	–	–	0.02%	508
2021 Q1	$203K	Buy	+1,701	New	+$205K	0.02%	480
2019 Q3	–	Sell	-2,503	Closed	-$205K	–	356
2019 Q2	$205K	Buy	+2,503	New	+$195K	0.05%	320

Other funds holding XHE

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RFM

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

Great Valley Advisor Group's XHE Position: Q2 2022 in Review

Great Valley Advisor Group sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2022, closing a stake of 1,944 shares — an estimated $218K sold.

Great Valley Advisor Group first reported a position in XHE in Q2 2019 and held it in 4 quarters. The position peaked at $220K in Q2 2021. 111 funds tracked by Wall St. Rank hold XHE as of Q2 2022.

Great Valley Advisor Group reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2022 after selling out during the quarter.
Great Valley Advisor Group sold 1,944 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2022, an estimated $218K.
Great Valley Advisor Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2019 and held it in 4 quarters.
Great Valley Advisor Group's State Street SPDR S&P Health Care Equipment ETF position peaked at $220K in Q2 2021.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2022.

Based on Great Valley Advisor Group's 13F filing for Q2 2022, filed 19 Jul 2022.