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Grey Fox Wealth Advisors’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Grey Fox Wealth 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
2023
Q3 		– Sell
-2,273
Closed -$224K – 104
2023
Q2 		$224K Hold
2,273
– – 0.12% 94
2023
Q1 		$213K Hold
2,273
– – 0.13% 91
2022
Q4 		$204K Buy
+2,273
New +$200K 0.13% 90

Other funds holding XHE

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Grey Fox Wealth Advisors's XHE Position: Q3 2023 in Review

Grey Fox Wealth Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2023, closing a stake of 2,273 shares — an estimated $224K sold.

Grey Fox Wealth Advisors first reported a position in XHE in Q4 2022 and held it in 3 quarters. The position peaked at $224K in Q2 2023. 107 funds tracked by Wall St. Rank hold XHE as of Q3 2023.

  • Grey Fox Wealth Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 2,273 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2023, an estimated $224K.
  • Grey Fox Wealth Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $224K in Q2 2023.
  • 107 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.