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

Perennial Investment 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
2022 Q2	–	Sell	-2,250	Closed	-$253K	–	227
2022 Q1	$253K	Hold	2,250	–	–	0.08%	179
2021 Q4	$264K	Hold	2,250	–	–	0.08%	187
2021 Q3	$280K	Buy	2,250 +700	+45%	+$89.4K	0.1%	169
2021 Q2	$200K	Buy	+1,550	New	+$190K	0.07%	205

Other funds holding XHE

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.53B AUM 20.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

Perennial Investment Advisors's XHE Position: Q2 2022 in Review

Perennial Investment Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2022, closing a stake of 2,250 shares — an estimated $253K sold.

Perennial Investment Advisors first reported a position in XHE in Q2 2021 and held it in 4 quarters. The position peaked at $280K in Q3 2021. 111 funds tracked by Wall St. Rank hold XHE as of Q2 2022.

Perennial Investment Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2022 after selling out during the quarter.
Perennial Investment Advisors sold 2,250 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2022, an estimated $253K.
Perennial Investment Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2021 and held it in 4 quarters.
Perennial Investment Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $280K in Q3 2021.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2022.

Based on Perennial Investment Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.