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

RegentAtlantic Capital’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 Q3	$632K	Buy	7,400 +3,700	+100%	+$343K	0.02%	395
2022 Q2	$314K	Buy	+3,700	New	+$348K	0.01%	540
2022 Q1	–	Sell	-3,308	Closed	-$388K	–	725
2021 Q4	$388K	Buy	3,308 +8	+0.2%	+$969	0.01%	507
2021 Q3	$413K	Hold	3,300	–	–	0.01%	487
2021 Q2	$426K	Buy	+3,300	New	+$405K	0.01%	459

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

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

MIH

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

RegentAtlantic Capital's XHE Position: Q3 2022 in Review

RegentAtlantic Capital increased its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 100% in Q3 2022, buying an estimated $343K and bringing the position to 7,400 shares worth $632K. The position accounts for 0.02% of the portfolio, ranked #395.

RegentAtlantic Capital first reported a position in XHE in Q2 2021 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold XHE as of Q3 2022.

RegentAtlantic Capital held 7,400 shares of State Street SPDR S&P Health Care Equipment ETF worth $632K as of Q3 2022.
RegentAtlantic Capital bought 3,700 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2022, an estimated $343K.
State Street SPDR S&P Health Care Equipment ETF made up 0.02% of RegentAtlantic Capital's portfolio in Q3 2022, its #395 holding.
RegentAtlantic Capital first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2021 and has held it in 5 quarters since.
101 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.