Laurel Wealth Advisors (California)’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Laurel Wealth Advisors (California)’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 Q1	–	Sell	-2,960	Closed	-$347K	–	815
2021 Q4	$347K	Buy	2,960 +62	+2%	+$7.51K	0.03%	570
2021 Q3	$363K	Buy	2,898 +612	+27%	+$78.1K	0.07%	296
2021 Q2	$295K	Buy	+2,286	New	+$281K	0.04%	403

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Laurel Wealth Advisors (California)'s XHE Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2022, closing a stake of 2,960 shares — an estimated $347K sold.

Laurel Wealth Advisors (California) first reported a position in XHE in Q2 2021 and held it in 3 quarters. The position peaked at $363K in Q3 2021. 129 funds tracked by Wall St. Rank hold XHE as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 2,960 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2022, an estimated $347K.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2021 and held it in 3 quarters.
Laurel Wealth Advisors (California)'s State Street SPDR S&P Health Care Equipment ETF position peaked at $363K in Q3 2021.
129 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.