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ICA Group Wealth Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

ICA Group Wealth Management’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
2024
Q2 		$36.3K Buy
430
+116
+37% +$9.84K 0.02% 276
2024
Q1 		$27.6K Buy
314
+154
+96% +$13.1K 0.01% 681
2023
Q4 		$13.5K Buy
+160
New +$11.9K ﹤0.01% 818

Other funds holding XHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ICA Group Wealth Management's XHE Position: Q2 2024 in Review

ICA Group Wealth Management increased its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 37% in Q2 2024, buying an estimated $9.84K and bringing the position to 430 shares worth $36.3K. The position accounts for 0.02% of the portfolio, ranked #276.

ICA Group Wealth Management first reported a position in XHE in Q4 2023 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold XHE as of Q2 2024.

  • ICA Group Wealth Management held 430 shares of State Street SPDR S&P Health Care Equipment ETF worth $36.3K as of Q2 2024.
  • ICA Group Wealth Management bought 116 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2024, an estimated $9.84K.
  • State Street SPDR S&P Health Care Equipment ETF made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #276 holding.
  • ICA Group Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2023 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.