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

IFP 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
2024
Q3 		– Sell
-24
Closed -$2.03K – 3456
2024
Q2 		$2.03K Buy
+24
New +$2.04K ﹤0.01% 2811
2023
Q1 		– Sell
-996
Closed -$77K – 4458
2022
Q4 		$77K Buy
996
+306
+44% +$26.9K ﹤0.01% 1933
2022
Q3 		$53K Hold
690
– – ﹤0.01% 2328
2022
Q2 		$53K Hold
690
– – ﹤0.01% 2135
2022
Q1 		$53K Buy
+690
New +$73.6K ﹤0.01% 2135
2021
Q3 		– Sell
-65
Closed -$8K – 3478
2021
Q2 		$8K Hold
65
– – ﹤0.01% 2310
2021
Q1 		$8K Sell
65
-1,071
-94% -$129K ﹤0.01% 2241
2020
Q4 		$130K Buy
1,136
+179
+19% +$18.8K 0.01% 1001
2020
Q3 		$93K Buy
957
+202
+27% +$19.1K 0.01% 1032
2020
Q2 		$67K Sell
755
-211
-22% -$17.6K 0.01% 1084
2020
Q1 		$69K Buy
966
+128
+15% +$10.4K 0.01% 982
2019
Q4 		$74K Buy
838
+241
+40% +$19.6K 0.01% 1088
2019
Q3 		$44K Buy
+597
New +$48K ﹤0.01% 1430
2019
Q1 		– Sell
-100
Closed -$7K – 3488
2018
Q4 		$7K Buy
100
+50
+100% +$3.83K ﹤0.01% 2712
2018
Q3 		$4K Buy
+50
New +$4.18K ﹤0.01% 3338

Other funds holding XHE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

IFP Advisors's XHE Position: Q3 2024 in Review

IFP Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2024, closing a stake of 24 shares — an estimated $2.03K sold.

IFP Advisors first reported a position in XHE in Q3 2018 and held it in 15 quarters. The position peaked at $130K in Q4 2020. 88 funds tracked by Wall St. Rank hold XHE as of Q3 2024.

  • IFP Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2024 after selling out during the quarter.
  • IFP Advisors sold 24 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2024, an estimated $2.03K.
  • IFP Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2018 and held it in 15 quarters.
  • IFP Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $130K in Q4 2020.
  • 88 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2024.

Based on IFP Advisors's 13F filing for Q3 2024, filed 4 Feb 2025.