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

Spire 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
2024 Q3	–	Sell	-250	Closed	-$21.1K	–	2283
2024 Q2	$21.1K	Hold	250	–	–	﹤0.01%	1425
2024 Q1	$22K	Hold	250	–	–	﹤0.01%	1488
2023 Q4	$21K	Hold	250	–	–	﹤0.01%	1527
2023 Q3	$19.5K	Hold	250	–	–	﹤0.01%	1510
2023 Q2	$24.6K	Hold	250	–	–	﹤0.01%	1499
2023 Q1	$23.4K	Hold	250	–	–	﹤0.01%	1557
2022 Q4	$22K	Buy	+250	New	+$22K	﹤0.01%	1340
2022 Q3	–	Sell	-250	Closed	-$21K	–	2636
2022 Q2	$21K	Hold	250	–	–	﹤0.01%	1661
2022 Q1	$28K	Hold	250	–	–	﹤0.01%	1672
2021 Q4	$29K	Hold	250	–	–	﹤0.01%	1978
2021 Q3	$31K	Sell	250 -684	-73%	-$87.3K	﹤0.01%	1678
2021 Q2	$121K	Hold	934	–	–	﹤0.01%	1120
2021 Q1	$82K	Buy	+934	New	+$113K	﹤0.01%	1484

Other funds holding XHE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIH

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

Spire Wealth Management's XHE Position: Q3 2024 in Review

Spire Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2024, closing a stake of 250 shares — an estimated $21.1K sold.

Spire Wealth Management first reported a position in XHE in Q1 2021 and held it in 13 quarters. The position peaked at $121K in Q2 2021. 88 funds tracked by Wall St. Rank hold XHE as of Q3 2024.

Spire Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 250 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2024, an estimated $21.1K.
Spire Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $121K in Q2 2021.
88 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.