1832 Asset Management
XHE icon

1832 Asset Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

1832 Asset 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
2024
Q2 		– Sell
-50
Closed -$4.4K – 985
2024
Q1 		$4.4K Buy
+50
New +$4.24K ﹤0.01% 806
2023
Q2 		– Sell
-180
Closed -$16.8K – 929
2023
Q1 		$16.8K Hold
180
– – ﹤0.01% 769
2022
Q4 		$16.2K Buy
+180
New +$15.8K ﹤0.01% 802
2022
Q2 		– Sell
-2,507
Closed -$277K – 972
2022
Q1 		$277K Sell
2,507
-736
-23% -$78.5K ﹤0.01% 694
2021
Q4 		$388K Hold
3,243
– – ﹤0.01% 490
2021
Q3 		$409K Hold
3,243
– – ﹤0.01% 570
2021
Q2 		$421K Sell
3,243
-1,063
-25% -$130K ﹤0.01% 524
2021
Q1 		$507K Sell
4,306
-25
-0.6% -$3.01K ﹤0.01% 476
2020
Q4 		$493K Hold
4,331
– – ﹤0.01% 536
2020
Q3 		$420K Hold
4,331
– – ﹤0.01% 520
2020
Q2 		$379K Sell
4,331
-2,190
-34% -$182K ﹤0.01% 494
2020
Q1 		$477K Buy
6,521
+1,195
+22% +$97.2K ﹤0.01% 514
2019
Q4 		$457K Buy
+5,326
New +$433K ﹤0.01% 481
2019
Q3 		– Sell
-7,148
Closed -$578K – 766
2019
Q2 		$578K Buy
+7,148
New +$558K ﹤0.01% 490
2018
Q4 		– Sell
-21,663
Closed -$1.9M – 727
2018
Q3 		$1.9M Hold
21,663
– – 0.01% 398
2018
Q2 		$1.69M Sell
21,663
-2,800
-11% -$210K 0.01% 392
2018
Q1 		$1.71M Sell
24,463
-2,434
-9% -$166K 0.01% 385
2017
Q4 		$1.73M Buy
26,897
+6,808
+34% +$439K 0.01% 385
2017
Q3 		$1.22M Hold
20,089
– – ﹤0.01% 411
2017
Q2 		$1.23M Sell
20,089
-48,282
-71% -$2.8M 0.01% 417
2017
Q1 		$3.85M Buy
+68,371
New +$3.66M 0.01% 352

Other funds holding XHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management's XHE Position: Q2 2024 in Review

1832 Asset Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2024, closing a stake of 50 shares — an estimated $4.4K sold.

1832 Asset Management first reported a position in XHE in Q1 2017 and held it in 21 quarters. The position peaked at $3.85M in Q1 2017. 97 funds tracked by Wall St. Rank hold XHE as of Q2 2024.

  • 1832 Asset Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2024 after selling out during the quarter.
  • 1832 Asset Management sold 50 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2024, an estimated $4.4K.
  • 1832 Asset Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2017 and held it in 21 quarters.
  • 1832 Asset Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $3.85M in Q1 2017.
  • 97 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2024.

Based on 1832 Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.