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

WealthPLAN 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
2023 Q3	–	Sell	-116	Closed	-$11.4K	–	1191
2023 Q2	$11.4K	Buy	116 +1	+0.9%	+$96	﹤0.01%	772
2023 Q1	$10.8K	Buy	+115	New	+$10.7K	﹤0.01%	847
2018 Q3	–	Sell	-2,569	Closed	-$201K	–	293
2018 Q2	$201K	Buy	+2,569	New	+$192K	0.04%	249
2016 Q3	$4.1K	Hold	80	–	–	﹤0.01%	759
2016 Q2	$3.77K	Buy	+80	New	+$3.56K	﹤0.01%	2080
2015 Q4	$3.57K	Buy	+80	New	+$3.65K	﹤0.01%	1409

Other funds holding XHE

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CAN

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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's XHE Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2023, closing a stake of 116 shares — an estimated $11.4K sold.

WealthPLAN Partners first reported a position in XHE in Q4 2015 and held it in 6 quarters. The position peaked at $201K in Q2 2018. 107 funds tracked by Wall St. Rank hold XHE as of Q3 2023.

WealthPLAN Partners reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 116 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2023, an estimated $11.4K.
WealthPLAN Partners first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2015 and held it in 6 quarters.
WealthPLAN Partners's State Street SPDR S&P Health Care Equipment ETF position peaked at $201K in Q2 2018.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.