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

Cooper Financial Group’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
2020
Q3 		– Sell
-4,865
Closed -$435K – 219
2020
Q2 		$435K Hold
4,865
– – 0.14% 109
2020
Q1 		$349K Buy
4,865
+1,955
+67% +$159K 0.15% 95
2019
Q4 		$249K Buy
+2,910
New +$237K 0.1% 132

Other funds holding XHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cooper Financial Group's XHE Position: Q3 2020 in Review

Cooper Financial Group sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2020, closing a stake of 4,865 shares — an estimated $435K sold.

Cooper Financial Group first reported a position in XHE in Q4 2019 and held it in 3 quarters. The position peaked at $435K in Q2 2020. 100 funds tracked by Wall St. Rank hold XHE as of Q3 2020.

  • Cooper Financial Group reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2020 after selling out during the quarter.
  • Cooper Financial Group sold 4,865 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2020, an estimated $435K.
  • Cooper Financial Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2019 and held it in 3 quarters.
  • Cooper Financial Group's State Street SPDR S&P Health Care Equipment ETF position peaked at $435K in Q2 2020.
  • 100 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2020.

Based on Cooper Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.