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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $351M AUM 22.94% 1-Year Est. Return

HBW Advisory Services's XHE Position: Q2 2022 in Review

HBW Advisory Services sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2022, closing a stake of 1,812 shares — an estimated $203K sold.

HBW Advisory Services first reported a position in XHE in Q4 2020 and held it in 5 quarters. The position peaked at $229K in Q2 2021. 111 funds tracked by Wall St. Rank hold XHE as of Q2 2022.

HBW Advisory Services reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2022 after selling out during the quarter.
HBW Advisory Services sold 1,812 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2022, an estimated $203K.
HBW Advisory Services first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and held it in 5 quarters.
HBW Advisory Services's State Street SPDR S&P Health Care Equipment ETF position peaked at $229K 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 HBW Advisory Services's 13F filing for Q2 2022, filed 13 Jul 2022.