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

Calton & Associates’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
2022 Q1	–	Sell	-5,402	Closed	-$633K	–	413
2021 Q4	$633K	Sell	5,402 -593	-10%	-$71.8K	0.17%	149
2021 Q3	$750K	Buy	5,995 +2,671	+80%	+$341K	0.16%	150
2021 Q2	$432K	Buy	3,324 +1,409	+74%	+$173K	0.08%	222
2021 Q1	$229K	Buy	+1,915	New	+$231K	0.04%	349

Other funds holding XHE

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Calton & Associates's XHE Position: Q1 2022 in Review

Calton & Associates sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2022, closing a stake of 5,402 shares — an estimated $633K sold.

Calton & Associates first reported a position in XHE in Q1 2021 and held it in 4 quarters. The position peaked at $750K in Q3 2021. 129 funds tracked by Wall St. Rank hold XHE as of Q1 2022.

Calton & Associates reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2022 after selling out during the quarter.
Calton & Associates sold 5,402 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2022, an estimated $633K.
Calton & Associates first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2021 and held it in 4 quarters.
Calton & Associates's State Street SPDR S&P Health Care Equipment ETF position peaked at $750K in Q3 2021.
129 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2022.

Based on Calton & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.