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

Centaurus Financial’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
Q4 		– Sell
-1,562
Closed -$133K – 921
2022
Q3 		$133K Hold
1,562
– – 0.01% 726
2022
Q2 		$133K Buy
1,562
+72
+5% +$6.78K 0.01% 730
2022
Q1 		$167K Sell
1,490
-386
-21% -$41.1K 0.01% 717
2021
Q4 		$220K Sell
1,876
-775
-29% -$93.8K 0.02% 652
2021
Q3 		$332K Buy
2,651
+727
+38% +$92.8K 0.03% 528
2021
Q2 		$249K Buy
1,924
+49
+3% +$6.01K 0.02% 614
2021
Q1 		$224K Sell
1,875
-157
-8% -$18.9K 0.02% 571
2020
Q4 		$231K Sell
2,032
-92
-4% -$9.68K 0.02% 520
2020
Q3 		$207K Buy
+2,124
New +$201K 0.03% 444
2020
Q1 		– Sell
-1,817
Closed -$156K – 666
2019
Q4 		$156K Buy
+1,817
New +$148K 0.02% 507
2019
Q1 		– Sell
-233
Closed -$3 – 583
2018
Q4 		$3 Buy
233
+218
+1,453% +$16.7K 0.02% 382
2018
Q3 		$1.35K Sell
15
-2,665
-99% -$223K 0.24% 103
2018
Q2 		$210K Buy
+2,680
New +$201K 0.03% 501

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Centaurus Financial's XHE Position: Q4 2022 in Review

Centaurus Financial sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2022, closing a stake of 1,562 shares — an estimated $133K sold.

Centaurus Financial first reported a position in XHE in Q2 2018 and held it in 13 quarters. The position peaked at $332K in Q3 2021. 121 funds tracked by Wall St. Rank hold XHE as of Q4 2022.

  • Centaurus Financial reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2022 after selling out during the quarter.
  • Centaurus Financial sold 1,562 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2022, an estimated $133K.
  • Centaurus Financial first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2018 and held it in 13 quarters.
  • Centaurus Financial's State Street SPDR S&P Health Care Equipment ETF position peaked at $332K in Q3 2021.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2022.

Based on Centaurus Financial's 13F filing for Q4 2022, filed 13 Feb 2023.