Chevy Chase Trust
XHS icon

Chevy Chase Trust’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Chevy Chase Trust’s Portfolio XHS Stock Details XHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,279
Closed -$329K – 676
2016
Q4 		$329K Buy
+6,279
New +$328K ﹤0.01% 607

Other funds holding XHS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chevy Chase Trust's XHS Position: Q1 2017 in Review

Chevy Chase Trust sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q1 2017, closing a stake of 6,279 shares — an estimated $329K sold.

Chevy Chase Trust first reported a position in XHS in Q4 2016 and held it in 1 quarter. The position peaked at $329K in Q4 2016. 39 funds tracked by Wall St. Rank hold XHS as of Q1 2017.

  • Chevy Chase Trust reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q1 2017 after selling out during the quarter.
  • Chevy Chase Trust sold 6,279 State Street SPDR S&P Health Care Services ETF shares in Q1 2017, an estimated $329K.
  • Chevy Chase Trust first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2016 and held it in 1 quarter.
  • Chevy Chase Trust's State Street SPDR S&P Health Care Services ETF position peaked at $329K in Q4 2016.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q1 2017.

Based on Chevy Chase Trust's 13F filing for Q1 2017, filed 5 Apr 2017.