J. Arnold Wealth Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

J. Arnold 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
2023 Q1	–	Sell	-1,310	Closed	-$118K	–	84
2022 Q4	$118K	Buy	+1,310	New	+$115K	0.06%	45
2021 Q3	–	Sell	-1,307	Closed	-$169K	–	107
2021 Q2	$169K	Buy	1,307 +296	+29%	+$36.3K	0.08%	50
2021 Q1	$122K	Sell	1,011 -2,616	-72%	-$315K	0.07%	48
2020 Q4	$413K	Buy	3,627 +254	+8%	+$26.7K	0.24%	31
2020 Q3	$328K	Buy	3,373 +840	+33%	+$79.6K	0.24%	23
2020 Q2	$226K	Sell	2,533 -2,287	-47%	-$190K	0.19%	35
2020 Q1	$345K	Sell	4,820 -56,068	-92%	-$4.56M	1.01%	11
2019 Q4	$5.21M	Buy	+60,888	New	+$4.95M	6.69%	4

Other funds holding XHE

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RFM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

J. Arnold Wealth Management's XHE Position: Q1 2023 in Review

J. Arnold Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2023, closing a stake of 1,310 shares — an estimated $118K sold.

J. Arnold Wealth Management first reported a position in XHE in Q4 2019 and held it in 8 quarters. The position peaked at $5.21M in Q4 2019. 108 funds tracked by Wall St. Rank hold XHE as of Q1 2023.

J. Arnold Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 1,310 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2023, an estimated $118K.
J. Arnold Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2019 and held it in 8 quarters.
J. Arnold Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $5.21M in Q4 2019.
108 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2023.

Based on J. Arnold Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.