Level Four Advisory Services’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-1,918	Closed	-$215K	–	670
2022 Q1	$215K	Sell	1,918 -66	-3%	-$7.04K	0.02%	584
2021 Q4	$233K	Sell	1,984 -18	-0.9%	-$2.18K	0.02%	571
2021 Q3	$250K	Buy	2,002 +31	+2%	+$3.96K	0.03%	412
2021 Q2	$255K	Sell	1,971 -63	-3%	-$7.73K	0.02%	577
2021 Q1	$243K	Sell	2,034 -29,545	-94%	-$3.56M	0.02%	557
2020 Q4	$3.6M	Sell	31,579 -575	-2%	-$60.5K	0.29%	91
2020 Q3	$3.13M	Sell	32,154 -30,508	-49%	-$2.89M	0.24%	104
2020 Q2	$5.62M	Buy	+62,662	New	+$5.22M	0.43%	47

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

Level Four Advisory Services's XHE Position: Q2 2022 in Review

Level Four Advisory Services sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2022, closing a stake of 1,918 shares — an estimated $215K sold.

Level Four Advisory Services first reported a position in XHE in Q2 2020 and held it in 8 quarters. The position peaked at $5.62M in Q2 2020. 111 funds tracked by Wall St. Rank hold XHE as of Q2 2022.

Level Four Advisory Services reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2022 after selling out during the quarter.
Level Four Advisory Services sold 1,918 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2022, an estimated $215K.
Level Four Advisory Services first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2020 and held it in 8 quarters.
Level Four Advisory Services's State Street SPDR S&P Health Care Equipment ETF position peaked at $5.62M in Q2 2020.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2022.

Based on Level Four Advisory Services's 13F filing for Q2 2022, filed 8 Aug 2022.