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

PSI 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 Q4	–	Sell	-455	Closed	-$35.5K	–	897
2023 Q3	$35.5K	Hold	455	–	–	0.02%	288
2023 Q2	$44.8K	Hold	455	–	–	0.02%	255
2023 Q1	$42.6K	Hold	455	–	–	0.02%	244
2022 Q4	$40.9K	Hold	455	–	–	0.02%	241
2022 Q3	$39K	Hold	455	–	–	0.02%	257
2022 Q2	$39K	Hold	455	–	–	0.02%	282
2022 Q1	$51K	Hold	455	–	–	0.02%	270
2021 Q4	$53K	Hold	455	–	–	0.02%	277
2021 Q3	$57K	Buy	+455	New	+$58.1K	0.03%	270

Other funds holding XHE

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

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

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

CAN

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

PSI Advisors's XHE Position: Q4 2023 in Review

PSI Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2023, closing a stake of 455 shares — an estimated $35.5K sold.

PSI Advisors first reported a position in XHE in Q3 2021 and held it in 9 quarters. The position peaked at $57K in Q3 2021. 102 funds tracked by Wall St. Rank hold XHE as of Q4 2023.

PSI Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2023 after selling out during the quarter.
PSI Advisors sold 455 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2023, an estimated $35.5K.
PSI Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2021 and held it in 9 quarters.
PSI Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $57K in Q3 2021.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2023.

Based on PSI Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.