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

Clearview 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
2022
Q1 		– Sell
-40
Closed -$5K – 703
2021
Q4 		$5K Sell
40
-60
-60% -$7.26K ﹤0.01% 496
2021
Q3 		$13K Hold
100
– – 0.01% 386
2021
Q2 		$13K Hold
100
– – 0.01% 390
2021
Q1 		$12K Sell
100
-150
-60% -$18.1K 0.01% 389
2020
Q4 		$28K Buy
+250
New +$26.3K 0.02% 263

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
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clearview Wealth Advisors's XHE Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2022, closing a stake of 40 shares — an estimated $5K sold.

Clearview Wealth Advisors first reported a position in XHE in Q4 2020 and held it in 5 quarters. The position peaked at $28K in Q4 2020. 129 funds tracked by Wall St. Rank hold XHE as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 40 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2022, an estimated $5K.
  • Clearview Wealth Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and held it in 5 quarters.
  • Clearview Wealth Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $28K in Q4 2020.
  • 129 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.