HAS
XHE icon

HBW Advisory Services’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

HBW Advisory Services’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
-1,812
Closed -$203K – 262
2022
Q1 		$203K Buy
+1,812
New +$193K 0.07% 215
2021
Q4 		– Sell
-1,769
Closed -$221K – 279
2021
Q3 		$221K Hold
1,769
– – 0.06% 231
2021
Q2 		$229K Sell
1,769
-25
-1% -$3.07K 0.06% 220
2021
Q1 		$215K Sell
1,794
-50
-3% -$6.03K 0.06% 231
2020
Q4 		$210K Buy
+1,844
New +$194K 0.06% 207

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
UBS Group Zurich, Switzerland $564B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.04B 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
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return