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

DFPG Investments’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
Q3 		– Sell
-308,728
Closed -$30.3M – 644
2023
Q2 		$30.3M Buy
+308,728
New +$29.7M 2.73% 3

Other funds holding XHE

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DFPG Investments's XHE Position: Q3 2023 in Review

DFPG Investments sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2023, closing a stake of 308,728 shares — an estimated $30.3M sold.

DFPG Investments first reported a position in XHE in Q2 2023 and held it in 1 quarter. The position peaked at $30.3M in Q2 2023. 107 funds tracked by Wall St. Rank hold XHE as of Q3 2023.

  • DFPG Investments reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2023 after selling out during the quarter.
  • DFPG Investments sold 308,728 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2023, an estimated $30.3M.
  • DFPG Investments first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2023 and held it in 1 quarter.
  • DFPG Investments's State Street SPDR S&P Health Care Equipment ETF position peaked at $30.3M in Q2 2023.
  • 107 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.