Curi RMB Capital’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Curi RMB Capital’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
2023 Q1	–	Sell	-5,782	Closed	-$520K	–	510
2022 Q4	$520K	Buy	+5,782	New	+$509K	0.02%	359

Other funds holding XHE

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Curi RMB Capital's XHE Position: Q1 2023 in Review

Curi RMB Capital sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2023, closing a stake of 5,782 shares — an estimated $520K sold.

Curi RMB Capital first reported a position in XHE in Q4 2022 and held it in 1 quarter. The position peaked at $520K in Q4 2022. 108 funds tracked by Wall St. Rank hold XHE as of Q1 2023.

Curi RMB Capital reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2023 after selling out during the quarter.
Curi RMB Capital sold 5,782 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2023, an estimated $520K.
Curi RMB Capital first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2022 and held it in 1 quarter.
Curi RMB Capital's State Street SPDR S&P Health Care Equipment ETF position peaked at $520K in Q4 2022.
108 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2023.

Based on Curi RMB Capital's 13F filing for Q1 2023, filed 11 May 2023.