Spectrum Wealth Advisory Group’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Spectrum Wealth Advisory Group’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	–	Sell	-50,115	Closed	-$4.28M	–	37
2022 Q3	$4.28M	Buy	50,115 +859	+2%	+$79.6K	5.37%	6
2022 Q2	$4.18M	Buy	49,256 +1,716	+4%	+$162K	4.66%	6
2022 Q1	$5.33M	Buy	47,540 +14,258	+43%	+$1.52M	5.14%	5
2021 Q4	$3.9M	Buy	33,282 +742	+2%	+$89.8K	3.48%	7
2021 Q3	$4.07M	Buy	32,540 +590	+2%	+$75.3K	4.02%	7
2021 Q2	$4.13M	Sell	31,950 -599	-2%	-$73.5K	4.04%	6
2021 Q1	$3.89M	Buy	32,549 +6,262	+24%	+$755K	3.72%	5
2020 Q4	$2.99M	Sell	26,287 -24,875	-49%	-$2.62M	3.38%	9
2020 Q3	$4.95M	Buy	51,162 +27,817	+119%	+$2.64M	3.17%	9
2020 Q2	$2.09M	Buy	+23,345	New	+$1.94M	2.95%	11

Other funds holding XHE

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Spectrum Wealth Advisory Group's XHE Position: Q4 2022 in Review

Spectrum Wealth Advisory Group sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2022, closing a stake of 50,115 shares — an estimated $4.28M sold.

Spectrum Wealth Advisory Group first reported a position in XHE in Q2 2020 and held it in 10 quarters. The position peaked at $5.33M in Q1 2022. 121 funds tracked by Wall St. Rank hold XHE as of Q4 2022.

Spectrum Wealth Advisory Group reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2022 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 50,115 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2022, an estimated $4.28M.
Spectrum Wealth Advisory Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2020 and held it in 10 quarters.
Spectrum Wealth Advisory Group's State Street SPDR S&P Health Care Equipment ETF position peaked at $5.33M in Q1 2022.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2022.

Based on Spectrum Wealth Advisory Group's 13F filing for Q4 2022, filed 25 Jan 2023.