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

Advisor Group’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
2019 Q4	$2.13M	Sell	24,781 -1,010	-4%	-$82.2K	0.01%	779
2019 Q3	$2.02M	Buy	25,791 +1,287	+5%	+$103K	0.01%	753
2019 Q2	$2.01M	Buy	24,504 +3,926	+19%	+$306K	0.02%	756
2019 Q1	$1.66M	Buy	20,578 +827	+4%	+$63.8K	0.01%	797
2018 Q4	$1.39M	Sell	19,751 -3,328	-14%	-$255K	0.01%	783
2018 Q3	$2.03M	Buy	23,079 +3,687	+19%	+$308K	0.02%	632
2018 Q2	$1.52M	Buy	19,392 +13,968	+258%	+$1.05M	0.02%	663
2018 Q1	$380K	Sell	5,424 -3,474	-39%	-$237K	0.01%	1514
2017 Q4	$575K	Buy	8,898 +2,581	+41%	+$166K	0.01%	1239
2017 Q3	$397K	Buy	6,317 +3,444	+120%	+$211K	0.01%	1347
2017 Q2	$177K	Buy	2,873 +2,346	+445%	+$136K	﹤0.01%	1876
2017 Q1	$29K	Buy	527 +148	+39%	+$7.91K	﹤0.01%	3109
2016 Q4	$19K	Buy	+379	New	+$18.8K	﹤0.01%	3249

Other funds holding XHE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisor Group's XHE Position: Q4 2019 in Review

Advisor Group reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 3.9% in Q4 2019, selling an estimated $82.2K and leaving 24,781 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #779.

Advisor Group first reported a position in XHE in Q4 2016 and has held it in 13 quarters since. 107 funds tracked by Wall St. Rank hold XHE as of Q4 2019.

Advisor Group held 24,781 shares of State Street SPDR S&P Health Care Equipment ETF worth $2.13M as of Q4 2019.
Advisor Group sold 1,010 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2019, an estimated $82.2K.
State Street SPDR S&P Health Care Equipment ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #779 holding.
Advisor Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2016 and has held it in 13 quarters since.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.