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

IAG Wealth 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
2022 Q2	–	Sell	-189	Closed	-$21K	–	489
2022 Q1	$21K	Hold	189	–	–	0.01%	219
2021 Q4	$22K	Hold	189	–	–	0.01%	218
2021 Q3	$24K	Hold	189	–	–	0.01%	188
2021 Q2	$25K	Buy	189 +89	+89%	+$10.9K	0.01%	174
2021 Q1	$12K	Hold	100	–	–	﹤0.01%	247
2020 Q4	$12K	Buy	+100	New	+$10.5K	﹤0.01%	225

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

IAG Wealth Partners's XHE Position: Q2 2022 in Review

IAG Wealth Partners sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2022, closing a stake of 189 shares — an estimated $21K sold.

IAG Wealth Partners first reported a position in XHE in Q4 2020 and held it in 6 quarters. The position peaked at $25K in Q2 2021. 111 funds tracked by Wall St. Rank hold XHE as of Q2 2022.

IAG Wealth Partners reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2022 after selling out during the quarter.
IAG Wealth Partners sold 189 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2022, an estimated $21K.
IAG Wealth Partners first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and held it in 6 quarters.
IAG Wealth Partners's State Street SPDR S&P Health Care Equipment ETF position peaked at $25K 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 IAG Wealth Partners's 13F filing for Q2 2022, filed 3 Aug 2022.