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

Allred Capital 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
2021
Q2 		– Sell
-150
Closed -$17.9K – 778
2021
Q1 		$17.9K Buy
+150
New +$18.1K 0.01% 551

Other funds holding XHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Allred Capital Management's XHE Position: Q2 2021 in Review

Allred Capital Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2021, closing a stake of 150 shares — an estimated $17.9K sold.

Allred Capital Management first reported a position in XHE in Q1 2021 and held it in 1 quarter. The position peaked at $17.9K in Q1 2021. 131 funds tracked by Wall St. Rank hold XHE as of Q2 2021.

  • Allred Capital Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 150 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2021, an estimated $17.9K.
  • Allred Capital Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2021 and held it in 1 quarter.
  • Allred Capital Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $17.9K in Q1 2021.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.