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F.L. Putnam Investment Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

F.L. Putnam Investment Management’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
Q4 		– Sell
-80
Closed -$46.8K – 623
2024
Q3 		$46.8K Sell
80
-220
-73% -$19.1K ﹤0.01% 579
2024
Q2 		$25.3K Buy
+300
New +$25.5K ﹤0.01% 611

Other funds holding XHE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

F.L. Putnam Investment Management's XHE Position: Q4 2024 in Review

F.L. Putnam Investment Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2024, closing a stake of 80 shares — an estimated $46.8K sold.

F.L. Putnam Investment Management first reported a position in XHE in Q2 2024 and held it in 2 quarters. The position peaked at $46.8K in Q3 2024. 89 funds tracked by Wall St. Rank hold XHE as of Q4 2024.

  • F.L. Putnam Investment Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2024 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 80 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2024, an estimated $46.8K.
  • F.L. Putnam Investment Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2024 and held it in 2 quarters.
  • F.L. Putnam Investment Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $46.8K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.