Sanford Advisory Services’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Sanford Advisory Services’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 Q4	$628K	Buy	6,985 +357	+5%	+$31.4K	0.15%	71
2022 Q3	$566K	Buy	6,628 +67	+1%	+$6.21K	0.16%	62
2022 Q2	$557K	Sell	6,561 -8	-0.1%	-$753	0.16%	59
2022 Q1	$736K	Buy	6,569 +138	+2%	+$14.7K	0.2%	46
2021 Q4	$754K	Buy	6,431 +224	+4%	+$27.1K	0.17%	48
2021 Q3	$777K	Buy	6,207 +294	+5%	+$37.5K	0.19%	45
2021 Q2	$764K	Sell	5,913 -68	-1%	-$8.34K	0.2%	45
2021 Q1	$715K	Sell	5,981 -1,296	-18%	-$156K	0.2%	47
2020 Q4	$828K	Buy	+7,277	New	+$765K	0.26%	39

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

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 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

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

CAN

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

Sanford Advisory Services's XHE Position: Q4 2022 in Review

Sanford Advisory Services increased its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 5.4% in Q4 2022, buying an estimated $31.4K and bringing the position to 6,985 shares worth $628K. The position accounts for 0.15% of the portfolio, ranked #71.

Sanford Advisory Services first reported a position in XHE in Q4 2020 and has held it in 9 quarters since. The position peaked at $828K in Q4 2020. 121 funds tracked by Wall St. Rank hold XHE as of Q4 2022.

Sanford Advisory Services held 6,985 shares of State Street SPDR S&P Health Care Equipment ETF worth $628K as of Q4 2022.
Sanford Advisory Services bought 357 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2022, an estimated $31.4K.
State Street SPDR S&P Health Care Equipment ETF made up 0.15% of Sanford Advisory Services's portfolio in Q4 2022, its #71 holding.
Sanford Advisory Services first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's State Street SPDR S&P Health Care Equipment ETF position peaked at $828K in Q4 2020.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.