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

Clarus 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
2021 Q4	–	Sell	-9,682	Closed	-$1.2M	–	121
2021 Q3	$1.2M	Buy	9,682 +585	+6%	+$74.7K	0.74%	31
2021 Q2	$1.17M	Sell	9,097 -13	-0.1%	-$1.59K	0.73%	31
2021 Q1	$1.11M	Sell	9,110 -644	-7%	-$77.7K	0.69%	33
2020 Q4	$1.16M	Buy	9,754 +90	+0.9%	+$9.47K	0.77%	29
2020 Q3	$952K	Sell	9,664 -427	-4%	-$40.5K	0.74%	31
2020 Q2	$915K	Buy	10,091 +416	+4%	+$34.6K	0.77%	28
2020 Q1	$660K	Buy	9,675 +1,050	+12%	+$85.4K	0.66%	38
2019 Q4	$749K	Buy	+8,625	New	+$702K	0.49%	56

Other funds holding XHE

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Clarus Wealth Advisors's XHE Position: Q4 2021 in Review

Clarus Wealth Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2021, closing a stake of 9,682 shares — an estimated $1.2M sold.

Clarus Wealth Advisors first reported a position in XHE in Q4 2019 and held it in 8 quarters. The position peaked at $1.2M in Q3 2021. 148 funds tracked by Wall St. Rank hold XHE as of Q4 2021.

Clarus Wealth Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2021 after selling out during the quarter.
Clarus Wealth Advisors sold 9,682 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2021, an estimated $1.2M.
Clarus Wealth Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2019 and held it in 8 quarters.
Clarus Wealth Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $1.2M in Q3 2021.
148 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2021.

Based on Clarus Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.