Patriot Financial Group Insurance Agency’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,198	Closed	-$102K	–	1966
2022 Q2	$102K	Hold	1,198	–	–	0.02%	539
2022 Q1	$134K	Buy	1,198 +231	+24%	+$24.6K	0.02%	500
2021 Q4	$113K	Sell	967 -5	-0.5%	-$605	0.02%	623
2021 Q3	$122K	Buy	972 +113	+13%	+$14.4K	0.02%	584
2021 Q2	$111K	Buy	859 +108	+14%	+$13.3K	0.02%	592
2021 Q1	$90K	Sell	751 -12	-2%	-$1.45K	0.02%	589
2020 Q4	$87K	Buy	763 +200	+36%	+$21K	0.02%	544
2020 Q3	$55K	Buy	563 +190	+51%	+$18K	0.02%	521
2020 Q2	$33K	Hold	373	–	–	0.01%	614
2020 Q1	$27K	Hold	373	–	–	0.01%	587
2019 Q4	$32K	Buy	373 +39	+12%	+$3.17K	0.01%	584
2019 Q3	$26K	Buy	+334	New	+$26.9K	0.01%	584

Other funds holding XHE

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $351M AUM 22.94% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XHE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2022, closing a stake of 1,198 shares — an estimated $102K sold.

Patriot Financial Group Insurance Agency first reported a position in XHE in Q3 2019 and held it in 12 quarters. The position peaked at $134K in Q1 2022. 101 funds tracked by Wall St. Rank hold XHE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,198 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2022, an estimated $102K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR S&P Health Care Equipment ETF position peaked at $134K in Q1 2022.
101 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.