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

LGT Financial 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	-4,727	Closed	-$399K	–	796
2024 Q2	$399K	Hold	4,727	–	–	0.84%	25
2024 Q1	$416K	Hold	4,727	–	–	0.48%	41
2023 Q4	$398K	Hold	4,727	–	–	0.49%	43
2023 Q3	$369K	Hold	4,727	–	–	0.47%	42
2023 Q2	$465K	Buy	+4,727	New	+$455K	0.5%	55
2023 Q1	–	Sell	-4,727	Closed	-$425K	–	203
2022 Q4	$425K	Buy	+4,727	New	+$416K	0.5%	41

Other funds holding XHE

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 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

LGT Financial Advisors's XHE Position: Q3 2024 in Review

LGT Financial Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2024, closing a stake of 4,727 shares — an estimated $399K sold.

LGT Financial Advisors first reported a position in XHE in Q4 2022 and held it in 6 quarters. The position peaked at $465K in Q2 2023. 88 funds tracked by Wall St. Rank hold XHE as of Q3 2024.

LGT Financial Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2024 after selling out during the quarter.
LGT Financial Advisors sold 4,727 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2024, an estimated $399K.
LGT Financial Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2022 and held it in 6 quarters.
LGT Financial Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $465K in Q2 2023.
88 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.