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Private Advisor Group’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Private Advisor Group’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
Q4 		– Sell
-2,826
Closed -$256K – 2516
2024
Q3 		$256K Sell
2,826
-45
-2% -$3.91K ﹤0.01% 2054
2024
Q2 		$242K Buy
+2,871
New +$244K ﹤0.01% 2034
2023
Q3 		– Sell
-4,651
Closed -$458K – 2375
2023
Q2 		$458K Buy
+4,651
New +$448K ﹤0.01% 1407
2022
Q2 		– Sell
-2,437
Closed -$273K – 2262
2022
Q1 		$273K Sell
2,437
-545
-18% -$58.1K ﹤0.01% 1727
2021
Q4 		$350K Sell
2,982
-4,138
-58% -$501K ﹤0.01% 1641
2021
Q3 		$891K Buy
7,120
+3,691
+108% +$471K 0.01% 1262
2021
Q2 		$443K Sell
3,429
-4,838
-59% -$594K ﹤0.01% 1456
2021
Q1 		$989K Sell
8,267
-604
-7% -$72.8K 0.01% 1012
2020
Q4 		$1.01M Sell
8,871
-14,461
-62% -$1.52M 0.01% 900
2020
Q3 		$2.27M Buy
23,332
+4,173
+22% +$396K 0.03% 516
2020
Q2 		$1.71M Buy
+19,159
New +$1.6M 0.02% 578
2019
Q2 		– Sell
-9,782
Closed -$786K – 1736
2019
Q1 		$786K Buy
+9,782
New +$755K 0.02% 775
2018
Q4 		– Sell
-10,301
Closed -$905K – 1595
2018
Q3 		$905K Buy
+10,301
New +$862K 0.02% 730

Other funds holding XHE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Private Advisor Group's XHE Position: Q4 2024 in Review

Private Advisor Group sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2024, closing a stake of 2,826 shares — an estimated $256K sold.

Private Advisor Group first reported a position in XHE in Q3 2018 and held it in 13 quarters. The position peaked at $2.27M in Q3 2020. 89 funds tracked by Wall St. Rank hold XHE as of Q4 2024.

  • Private Advisor Group reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2024 after selling out during the quarter.
  • Private Advisor Group sold 2,826 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2024, an estimated $256K.
  • Private Advisor Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2018 and held it in 13 quarters.
  • Private Advisor Group's State Street SPDR S&P Health Care Equipment ETF position peaked at $2.27M in Q3 2020.
  • 89 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.