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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-63,690
Closed -$5.46M 144
2019
Q4
$5.46M Buy
+63,690
New +$5.18M 2.36% 9
2018
Q4
Sell
-36,011
Closed -$3.16M 200
2018
Q3
$3.16M Buy
+36,011
New +$3.01M 0.92% 25

Other funds holding XHE

Cavalier Investments's XHE Position: Q1 2020 in Review

Cavalier Investments sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2020, closing a stake of 63,690 shares — an estimated $5.46M sold.

Cavalier Investments first reported a position in XHE in Q3 2018 and held it in 2 quarters. The position peaked at $5.46M in Q4 2019. 83 funds tracked by Wall St. Rank hold XHE as of Q1 2020.

  • Cavalier Investments reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2020 after selling out during the quarter.
  • Cavalier Investments sold 63,690 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2020, an estimated $5.46M.
  • Cavalier Investments first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2018 and held it in 2 quarters.
  • Cavalier Investments's State Street SPDR S&P Health Care Equipment ETF position peaked at $5.46M 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 Cavalier Investments's 13F filing for Q1 2020, filed 6 May 2020.