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

Raymond James Financial Services 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
2024
Q3 		$402K Sell
4,444
-1,226
-22% -$107K ﹤0.01% 2766
2024
Q2 		$479K Sell
5,670
-457
-7% -$38.8K ﹤0.01% 2567
2024
Q1 		$539K Sell
6,127
-1,096
-15% -$93K ﹤0.01% 2458
2023
Q4 		$609K Buy
7,223
+2,847
+65% +$213K ﹤0.01% 2285
2023
Q3 		$342K Sell
4,376
-518
-11% -$46.2K ﹤0.01% 2562
2023
Q2 		$482K Sell
4,894
-44
-0.9% -$4.24K ﹤0.01% 2374
2023
Q1 		$462K Sell
4,938
-337
-6% -$31.5K ﹤0.01% 2386
2022
Q4 		$474K Sell
5,275
-2,737
-34% -$241K ﹤0.01% 2297
2022
Q3 		$684K Sell
8,012
-252
-3% -$23.4K ﹤0.01% 2062
2022
Q2 		$701K Sell
8,264
-448
-5% -$42.2K ﹤0.01% 2059
2022
Q1 		$976K Sell
8,712
-1,545
-15% -$165K ﹤0.01% 1964
2021
Q4 		$1.2M Buy
10,257
+1,244
+14% +$151K ﹤0.01% 1856
2021
Q3 		$1.13M Sell
9,013
-328
-4% -$41.9K ﹤0.01% 1873
2021
Q2 		$1.21M Sell
9,341
-217
-2% -$26.6K ﹤0.01% 1826
2021
Q1 		$1.14M Buy
9,558
+726
+8% +$87.5K ﹤0.01% 1760
2020
Q4 		$1M Sell
8,832
-6,115
-41% -$643K ﹤0.01% 1701
2020
Q3 		$1.46M Sell
14,947
-7,531
-34% -$714K ﹤0.01% 1325
2020
Q2 		$2.01M Sell
22,478
-2,859
-11% -$238K 0.01% 1122
2020
Q1 		$1.82M Sell
25,337
-231,660
-90% -$18.8M 0.01% 924
2019
Q4 		$22M Sell
256,997
-72,322
-22% -$5.88M 0.07% 282
2019
Q3 		$25.7M Sell
329,319
-10,305
-3% -$829K 0.09% 232
2019
Q2 		$27.8M Sell
339,624
-24,779
-7% -$1.93M 0.11% 205
2019
Q1 		$29.3M Buy
364,403
+42,471
+13% +$3.28M 0.12% 186
2018
Q4 		$22.6M Buy
321,932
+13,365
+4% +$1.02M 0.12% 192
2018
Q3 		$27.1M Buy
308,567
+40,546
+15% +$3.39M 0.12% 173
2018
Q2 		$21M Buy
268,021
+30,889
+13% +$2.31M 0.11% 212
2018
Q1 		$16.5M Buy
237,132
+22,917
+11% +$1.56M 0.1% 243
2017
Q4 		$13.8M Buy
214,215
+203,758
+1,949% +$13.1M 0.09% 278
2017
Q3 		$657K Buy
10,457
+454
+5% +$27.9K ﹤0.01% 1564
2017
Q2 		$614K Buy
10,003
+2,895
+41% +$168K ﹤0.01% 1566
2017
Q1 		$400K Buy
7,108
+843
+13% +$45.1K ﹤0.01% 1710
2016
Q4 		$312K Buy
+6,265
New +$311K ﹤0.01% 1785

Other funds holding XHE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Raymond James Financial Services Advisors's XHE Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 22% in Q3 2024, selling an estimated $107K and leaving 4,444 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Raymond James Financial Services Advisors first reported a position in XHE in Q4 2016 and has held it in 32 quarters since. The position peaked at $29.3M in Q1 2019. 88 funds tracked by Wall St. Rank hold XHE as of Q3 2024.

  • Raymond James Financial Services Advisors held 4,444 shares of State Street SPDR S&P Health Care Equipment ETF worth $402K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 1,226 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2024, an estimated $107K.
  • State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2766 holding.
  • Raymond James Financial Services Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2016 and has held it in 32 quarters since.
  • Raymond James Financial Services Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $29.3M in Q1 2019.
  • 88 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.