PF
XHE icon

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

Phoenix Financial’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
Q1 		– Sell
-507,600
Closed -$48.2M – 479
2023
Q4 		$48.2M Sell
507,600
-486,000
-49% -$36.3M 0.8% 34
2023
Q3 		$77.6M Sell
993,600
-819,500
-45% -$73.1M 1.45% 22
2023
Q2 		$178M Buy
1,813,100
+716,700
+65% +$69M 3.75% 6
2023
Q1 		$103M Buy
+1,096,400
New +$102M 2.3% 13
2022
Q2 		– Sell
-2,250
Closed -$252K – 434
2022
Q1 		$252K Hold
2,250
– – ﹤0.01% 354
2021
Q4 		$264K Buy
+2,250
New +$272K ﹤0.01% 340

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.04B AUM 26.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return