SeaCrest Wealth Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

SeaCrest Wealth Management’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	–	Sell	-1,400	Closed	-$119K	–	1549
2022 Q2	$119K	Buy	+1,400	New	+$132K	0.02%	792
2019 Q2	–	Sell	-1,187	Closed	-$95K	–	1868
2019 Q1	$95K	Hold	1,187	–	–	0.02%	706
2018 Q4	$83K	Buy	1,187 +310	+35%	+$23.7K	0.02%	728
2018 Q3	$77K	Buy	877 +480	+121%	+$40.1K	0.01%	854
2018 Q2	$31K	Buy	+397	New	+$29.7K	0.01%	1185

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

SeaCrest Wealth Management's XHE Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2022, closing a stake of 1,400 shares — an estimated $119K sold.

SeaCrest Wealth Management first reported a position in XHE in Q2 2018 and held it in 5 quarters. The position peaked at $119K in Q2 2022. 101 funds tracked by Wall St. Rank hold XHE as of Q3 2022.

SeaCrest Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,400 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2022, an estimated $119K.
SeaCrest Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2018 and held it in 5 quarters.
SeaCrest Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $119K in Q2 2022.
101 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.