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

Livelsberger Financial Advisory’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
Q1 		– Sell
-920
Closed -$77.5K – 207
2023
Q4 		$77.5K Buy
+920
New +$68.7K 0.07% 127

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Livelsberger Financial Advisory's XHE Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2024, closing a stake of 920 shares — an estimated $77.5K sold.

Livelsberger Financial Advisory first reported a position in XHE in Q4 2023 and held it in 1 quarter. The position peaked at $77.5K in Q4 2023. 110 funds tracked by Wall St. Rank hold XHE as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 920 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2024, an estimated $77.5K.
  • Livelsberger Financial Advisory first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's State Street SPDR S&P Health Care Equipment ETF position peaked at $77.5K in Q4 2023.
  • 110 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.