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New Insight Wealth Advisors’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

New Insight Wealth 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
Q3 		– Sell
-2,635
Closed -$222K – 93
2024
Q2 		$222K Sell
2,635
-557
-17% -$47.3K 0.13% 77
2024
Q1 		$281K Sell
3,192
-116
-4% -$9.85K 0.18% 64
2023
Q4 		$279K Buy
+3,308
New +$247K 0.19% 65

Other funds holding XHE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

New Insight Wealth Advisors's XHE Position: Q3 2024 in Review

New Insight Wealth Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2024, closing a stake of 2,635 shares — an estimated $222K sold.

New Insight Wealth Advisors first reported a position in XHE in Q4 2023 and held it in 3 quarters. The position peaked at $281K in Q1 2024. 88 funds tracked by Wall St. Rank hold XHE as of Q3 2024.

  • New Insight Wealth Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2024 after selling out during the quarter.
  • New Insight Wealth Advisors sold 2,635 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2024, an estimated $222K.
  • New Insight Wealth Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2023 and held it in 3 quarters.
  • New Insight Wealth Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $281K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2024.

Based on New Insight Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.