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Toth Financial Advisory’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Toth Financial Advisory’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
-197
Closed -$17K – 812
2022
Q2 		$17K Buy
+197
New +$18.5K ﹤0.01% 385

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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
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

Toth Financial Advisory's XHE Position: Q3 2022 in Review

Toth Financial Advisory sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2022, closing a stake of 197 shares — an estimated $17K sold.

Toth Financial Advisory first reported a position in XHE in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 101 funds tracked by Wall St. Rank hold XHE as of Q3 2022.

  • Toth Financial Advisory reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 197 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2022, an estimated $17K.
  • Toth Financial Advisory first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2022 and held it in 1 quarter.
  • Toth Financial Advisory's State Street SPDR S&P Health Care Equipment ETF position peaked at $17K in Q2 2022.
  • 101 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2022.

Based on Toth Financial Advisory's 13F filing for Q3 2022, filed 14 Oct 2022.