Peak Financial Advisors’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Peak 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
2023 Q3	–	Sell	-35,555	Closed	-$3.5M	–	77
2023 Q2	$3.5M	Buy	35,555 +1,001	+3%	+$96.4K	2.75%	12
2023 Q1	$3.23M	Buy	+34,554	New	+$3.23M	2.73%	10

Other funds holding XHE

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CAN

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

RFM

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Peak Financial Advisors's XHE Position: Q3 2023 in Review

Peak Financial Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2023, closing a stake of 35,555 shares — an estimated $3.5M sold.

Peak Financial Advisors first reported a position in XHE in Q1 2023 and held it in 2 quarters. The position peaked at $3.5M in Q2 2023. 107 funds tracked by Wall St. Rank hold XHE as of Q3 2023.

Peak Financial Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2023 after selling out during the quarter.
Peak Financial Advisors sold 35,555 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2023, an estimated $3.5M.
Peak Financial Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2023 and held it in 2 quarters.
Peak Financial Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $3.5M in Q2 2023.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.