Ae Wealth Management LLC Spdr Ser Tr S&P Health Care Eq Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, Ae Wealth Management LLC holds 119 shares of XHE stock, worth $9,435. This represents 0.0% of its overall portfolio holdings.

Number of Shares

119

Previous 480 75.21%

Holding current value

$9,435

Previous $39,000 76.92%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$72.34 - $83.73 $26,114 - $30,226	-361 Reduced 75.21%	119 $9,000
Q1 2025 May 06, 2025	SELL	$81.05 - $95.73 $486 - $574	-6 Reduced 1.23%	480 $39,000
Q4 2024 Feb 13, 2025	BUY	$86.15 - $94.34 $41,868 - $45,849	486 New	486 $43,000
Q4 2023 Feb 14, 2024	BUY	$66.75 - $85.43 $150,721 - $192,900	2,258 Added 31.86%	9,345 $787,000
Q3 2023 Oct 11, 2023	BUY	$77.25 - $99.07 $49,362 - $63,305	639 Added 9.91%	7,087 $553,000
Q2 2023 Jul 10, 2023	BUY	$92.66 - $99.27 $597,471 - $640,092	6,448 New	6,448 $634,000
Q1 2020 May 07, 2020	SELL	$59.35 - $90.15 $6.92 Million - $10.5 Million	-116,558 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$74.14 - $86.35 $4.88 Million - $5.69 Million	65,867 Added 129.94%	116,558 $9.98 Million
Q3 2019 Nov 05, 2019	SELL	$77.27 - $80.75 $3.46 Million - $3.61 Million	-44,733 Reduced 46.88%	50,691 $3.96 Million
Q2 2019 Jul 22, 2019	BUY	N/A	67,092 Added 236.81%	95,424 $7.81 Million
Q1 2019 May 14, 2019	BUY	N/A	28,332 New	28,332 $2.28 Million

Others Institutions Holding XHE

# of Institutions

Shares Held

868K

Call Options Held

Put Options Held

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About SPDR SER TR S&P HEALTH CARE EQ

Ticker XHE
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Ae Wealth Management LLC Spdr Ser Tr S&P Health Care Eq Transaction History