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

Millington 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
Q2 		– Sell
-31,253
Closed -$2.75M – 86
2024
Q1 		$2.75M Sell
31,253
-444
-1% -$37.7K 1.96% 15
2023
Q4 		$2.67M Sell
31,697
-2,305
-7% -$172K 2.14% 13
2023
Q3 		$2.65M Buy
34,002
+1,094
+3% +$97.6K 2.38% 12
2023
Q2 		$3.24M Sell
32,908
-1,304
-4% -$126K 2.88% 10
2023
Q1 		$3.2M Sell
34,212
-1,367
-4% -$128K 2.96% 12
2022
Q4 		$3.2M Buy
+35,579
New +$3.13M 3.12% 10

Other funds holding XHE

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.04B AUM 26.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return