MinichMacGregor Wealth Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

MinichMacGregor Wealth Management’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
2023 Q1	–	Sell	-58	Closed	-$5.21K	–	670
2022 Q4	$5.21K	Buy	+58	New	+$5.1K	﹤0.01%	481
2018 Q4	–	Sell	-58	Closed	-$5K	–	536
2018 Q3	$5K	Hold	58	–	–	﹤0.01%	400
2018 Q2	$4K	Hold	58	–	–	﹤0.01%	414
2018 Q1	$4K	Hold	58	–	–	﹤0.01%	396
2017 Q4	$3K	Hold	58	–	–	﹤0.01%	404
2017 Q3	$3K	Hold	58	–	–	﹤0.01%	387
2017 Q2	$3K	Hold	58	–	–	﹤0.01%	381
2017 Q1	$3K	Hold	58	–	–	﹤0.01%	374
2016 Q4	$2K	Hold	58	–	–	﹤0.01%	388
2016 Q3	$3K	Hold	58	–	–	﹤0.01%	369
2016 Q2	$2K	Hold	58	–	–	﹤0.01%	374
2016 Q1	$2K	Buy	58 +29	+100%	+$1.17K	﹤0.01%	362
2015 Q4	$2K	Buy	+29	New	+$1.32K	﹤0.01%	339

Other funds holding XHE

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

MinichMacGregor Wealth Management's XHE Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2023, closing a stake of 58 shares — an estimated $5.21K sold.

MinichMacGregor Wealth Management first reported a position in XHE in Q4 2015 and held it in 13 quarters. The position peaked at $5.21K in Q4 2022. 108 funds tracked by Wall St. Rank hold XHE as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 58 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2023, an estimated $5.21K.
MinichMacGregor Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $5.21K in Q4 2022.
108 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.