EH
XHE icon

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

Equitable Holdings’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
2024
Q1 		– Sell
-5,472
Closed -$461K – 1215
2023
Q4 		$461K Sell
5,472
-16,173
-75% -$1.21M 0.01% 800
2023
Q3 		$1.69M Sell
21,645
-881
-4% -$78.6K 0.02% 409
2023
Q2 		$2.22M Buy
22,526
+16,203
+256% +$1.56M 0.03% 332
2023
Q1 		$592K Buy
+6,323
New +$590K 0.01% 600
2022
Q3 		– Sell
-2,425
Closed -$206K – 915
2022
Q2 		$206K Sell
2,425
-5,383
-69% -$507K ﹤0.01% 812
2022
Q1 		$875K Buy
7,808
+41
+0.5% +$4.37K 0.01% 439
2021
Q4 		$911K Sell
7,767
-1,467
-16% -$178K 0.01% 419
2021
Q3 		$1.16M Buy
9,234
+2,187
+31% +$279K 0.02% 348
2021
Q2 		$911K Buy
7,047
+1,145
+19% +$140K 0.02% 396
2021
Q1 		$706K Buy
5,902
+917
+18% +$111K 0.01% 425
2020
Q4 		$567K Buy
4,985
+463
+10% +$48.7K 0.01% 431
2020
Q3 		$440K Buy
4,522
+199
+5% +$18.9K 0.01% 456
2020
Q2 		$386K Hold
4,323
– – 0.01% 462
2020
Q1 		$310K Sell
4,323
-824
-16% -$67K 0.01% 455
2019
Q4 		$441K Buy
+5,147
New +$419K 0.01% 423

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Equitable Holdings's XHE Position: Q1 2024 in Review

Equitable Holdings sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2024, closing a stake of 5,472 shares — an estimated $461K sold.

Equitable Holdings first reported a position in XHE in Q4 2019 and held it in 15 quarters. The position peaked at $2.22M in Q2 2023. 110 funds tracked by Wall St. Rank hold XHE as of Q1 2024.

  • Equitable Holdings reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2024 after selling out during the quarter.
  • Equitable Holdings sold 5,472 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2024, an estimated $461K.
  • Equitable Holdings first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2019 and held it in 15 quarters.
  • Equitable Holdings's State Street SPDR S&P Health Care Equipment ETF position peaked at $2.22M in Q2 2023.
  • 110 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2024.

Based on Equitable Holdings's 13F filing for Q1 2024, filed 14 May 2024.