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

Total Clarity 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	-35	Closed	-$3K	–	987
2022 Q2	$3K	Buy	+35	New	+$3.29K	﹤0.01%	908
2022 Q1	–	Sell	-565	Closed	-$66K	–	926
2021 Q4	$66K	Sell	565 -346	-38%	-$41.9K	0.03%	361
2021 Q3	$114K	Buy	+911	New	+$116K	0.05%	289
2021 Q2	–	Sell	-319	Closed	-$38K	–	755
2021 Q1	$38K	Buy	+319	New	+$38.5K	0.02%	377
2020 Q1	–	Sell	-125	Closed	-$11K	–	636
2019 Q4	$11K	Buy	+125	New	+$10.2K	0.01%	492

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

Total Clarity Wealth Management's XHE Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2022, closing a stake of 35 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in XHE in Q4 2019 and held it in 5 quarters. The position peaked at $114K in Q3 2021. 101 funds tracked by Wall St. Rank hold XHE as of Q3 2022.

Total Clarity 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.
Total Clarity Wealth Management sold 35 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2022, an estimated $3K.
Total Clarity Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $114K in Q3 2021.
101 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.