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

Creative Planning’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	-1,846	Closed	-$217K	–	2452
2021 Q4	$217K	Hold	1,846	–	–	﹤0.01%	1822
2021 Q3	$231K	Buy	+1,846	New	+$236K	﹤0.01%	1775
2017 Q1	–	Sell	-58	Closed	-$3K	–	4932
2016 Q4	$3K	Hold	58	–	–	﹤0.01%	4179
2016 Q3	$3K	Buy	+58	New	+$2.94K	﹤0.01%	4136

Other funds holding XHE

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

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 Zurich, Switzerland $666B AUM 30.12% 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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Creative Planning's XHE Position: Q1 2022 in Review

Creative Planning sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2022, closing a stake of 1,846 shares — an estimated $217K sold.

Creative Planning first reported a position in XHE in Q3 2016 and held it in 4 quarters. The position peaked at $231K in Q3 2021. 129 funds tracked by Wall St. Rank hold XHE as of Q1 2022.

Creative Planning reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2022 after selling out during the quarter.
Creative Planning sold 1,846 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2022, an estimated $217K.
Creative Planning first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2016 and held it in 4 quarters.
Creative Planning's State Street SPDR S&P Health Care Equipment ETF position peaked at $231K in Q3 2021.
129 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.