Jones Financial Companies’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$110K Sell
2025
Q2
$119K Sell
2025
Q1
$152K Buy
2024
Q4
$143K Buy
2024
Q3
$108K Buy
2024
Q2
$15.8K Sell
2024
Q1
$28.6K Buy
2023
Q4
$2.53K Buy