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

Stratos Wealth Partners’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 Q2	–	Sell	-1,914	Closed	-$214K	–	1310
2022 Q1	$214K	Sell	1,914 -48	-2%	-$5.12K	﹤0.01%	1140
2021 Q4	$230K	Sell	1,962 -150	-7%	-$18.2K	0.01%	1113
2021 Q3	$264K	Buy	2,112 +35	+2%	+$4.47K	0.01%	985
2021 Q2	$268K	Sell	2,077 -195	-9%	-$23.9K	0.01%	1018
2021 Q1	$272K	Buy	2,272 +40	+2%	+$4.82K	0.01%	922
2020 Q4	$254K	Buy	+2,232	New	+$235K	0.01%	911
2018 Q4	–	Sell	-2,050	Closed	-$180K	–	2530
2018 Q3	$180K	Buy	+2,050	New	+$171K	0.01%	880
2018 Q2	–	Sell	-1,755	Closed	-$122K	–	2614
2018 Q1	$122K	Buy	1,755 +1,015	+137%	+$69.1K	0.01%	1096
2017 Q4	$48K	Buy	+740	New	+$47.7K	﹤0.01%	1536

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

MIH

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

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

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

Stratos Wealth Partners's XHE Position: Q2 2022 in Review

Stratos Wealth Partners sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2022, closing a stake of 1,914 shares — an estimated $214K sold.

Stratos Wealth Partners first reported a position in XHE in Q4 2017 and held it in 9 quarters. The position peaked at $272K in Q1 2021. 111 funds tracked by Wall St. Rank hold XHE as of Q2 2022.

Stratos Wealth Partners reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2022 after selling out during the quarter.
Stratos Wealth Partners sold 1,914 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2022, an estimated $214K.
Stratos Wealth Partners first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2017 and held it in 9 quarters.
Stratos Wealth Partners's State Street SPDR S&P Health Care Equipment ETF position peaked at $272K in Q1 2021.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2022.

Based on Stratos Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.