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

Affinity Wealth 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
2019
Q4 		– Sell
-163,777
Closed -$12.8M – 111
2019
Q3 		$12.8M Sell
163,777
-2,456
-1% -$197K 5.14% 8
2019
Q2 		$13.6M Buy
166,233
+15,879
+11% +$1.24M 5.34% 7
2019
Q1 		$12.1M Buy
+150,354
New +$11.6M 4.79% 8

Other funds holding XHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
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 $1.5B AUM 26.39% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
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

Affinity Wealth Management's XHE Position: Q4 2019 in Review

Affinity Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2019, closing a stake of 163,777 shares — an estimated $12.8M sold.

Affinity Wealth Management first reported a position in XHE in Q1 2019 and held it in 3 quarters. The position peaked at $13.6M in Q2 2019. 107 funds tracked by Wall St. Rank hold XHE as of Q4 2019.

  • Affinity Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2019 after selling out during the quarter.
  • Affinity Wealth Management sold 163,777 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2019, an estimated $12.8M.
  • Affinity Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2019 and held it in 3 quarters.
  • Affinity Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $13.6M in Q2 2019.
  • 107 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2019.

Based on Affinity Wealth Management's 13F filing for Q4 2019, filed 12 Feb 2020.