Stonebridge Financial Planning Group’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Stonebridge Financial Planning 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
2023 Q4	–	Sell	-3,501	Closed	-$273K	–	157
2023 Q3	$273K	Sell	3,501 -469	-12%	-$41.8K	0.18%	120
2023 Q2	$391K	Buy	+3,970	New	+$382K	0.24%	96

Other funds holding XHE

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

CAN

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

Stonebridge Financial Planning Group's XHE Position: Q4 2023 in Review

Stonebridge Financial Planning Group sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2023, closing a stake of 3,501 shares — an estimated $273K sold.

Stonebridge Financial Planning Group first reported a position in XHE in Q2 2023 and held it in 2 quarters. The position peaked at $391K in Q2 2023. 102 funds tracked by Wall St. Rank hold XHE as of Q4 2023.

Stonebridge Financial Planning Group reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2023 after selling out during the quarter.
Stonebridge Financial Planning Group sold 3,501 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2023, an estimated $273K.
Stonebridge Financial Planning Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2023 and held it in 2 quarters.
Stonebridge Financial Planning Group's State Street SPDR S&P Health Care Equipment ETF position peaked at $391K in Q2 2023.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2023.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2023, filed 5 Feb 2024.