Money Concepts Capital’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Money Concepts Capital’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	-2,693	Closed	-$242K	–	2937
2022 Q4	$242K	Buy	2,693 +2,587	+2,441%	+$228K	0.01%	610
2022 Q3	$9K	Hold	106	–	–	﹤0.01%	1083
2022 Q2	$9K	Sell	106 -2,387	-96%	-$225K	﹤0.01%	1056
2022 Q1	$279K	Buy	2,493 +1,933	+345%	+$206K	0.02%	601
2021 Q4	$66K	Buy	+560	New	+$67.8K	0.01%	580
2021 Q1	$547K	Buy	4,576 +189	+4%	+$22.8K	0.04%	300
2020 Q4	$499K	Buy	+4,387	New	+$461K	0.05%	288

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

Money Concepts Capital's XHE Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2023, closing a stake of 2,693 shares — an estimated $242K sold.

Money Concepts Capital first reported a position in XHE in Q4 2020 and held it in 7 quarters. The position peaked at $547K in Q1 2021. 108 funds tracked by Wall St. Rank hold XHE as of Q1 2023.

Money Concepts Capital reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2,693 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2023, an estimated $242K.
Money Concepts Capital first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's State Street SPDR S&P Health Care Equipment ETF position peaked at $547K in Q1 2021.
108 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.