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

Beam Wealth Advisors’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
2020 Q1	–	Sell	-3,795	Closed	-$325K	–	179
2019 Q4	$325K	Buy	+3,795	New	+$309K	0.3%	105

Other funds holding XHE

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

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

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Beam Wealth Advisors's XHE Position: Q1 2020 in Review

Beam Wealth Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2020, closing a stake of 3,795 shares — an estimated $325K sold.

Beam Wealth Advisors first reported a position in XHE in Q4 2019 and held it in 1 quarter. The position peaked at $325K in Q4 2019. 83 funds tracked by Wall St. Rank hold XHE as of Q1 2020.

Beam Wealth Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2020 after selling out during the quarter.
Beam Wealth Advisors sold 3,795 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2020, an estimated $325K.
Beam Wealth Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2019 and held it in 1 quarter.
Beam Wealth Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $325K in Q4 2019.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2020.

Based on Beam Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.