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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 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 $1.2B AUM 32.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Millington Financial Advisors's XHE Position: Q2 2024 in Review

Millington Financial Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2024, closing a stake of 31,253 shares — an estimated $2.75M sold.

Millington Financial Advisors first reported a position in XHE in Q4 2022 and held it in 6 quarters. The position peaked at $3.24M in Q2 2023. 97 funds tracked by Wall St. Rank hold XHE as of Q2 2024.

Millington Financial Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2024 after selling out during the quarter.
Millington Financial Advisors sold 31,253 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2024, an estimated $2.75M.
Millington 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.
Millington Financial Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $3.24M in Q2 2023.
97 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2024.

Based on Millington Financial Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.