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Fifth Third Securities’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Fifth Third Securities’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
Q2 		– Sell
-10,219
Closed -$899K – 287
2024
Q1 		$899K Buy
10,219
+1,078
+12% +$91.5K 0.09% 167
2023
Q4 		$770K Buy
9,141
+4,052
+80% +$303K 0.08% 162
2023
Q3 		$397K Buy
+5,089
New +$454K 0.04% 187

Other funds holding XHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Securities's XHE Position: Q2 2024 in Review

Fifth Third Securities sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2024, closing a stake of 10,219 shares — an estimated $899K sold.

Fifth Third Securities first reported a position in XHE in Q3 2023 and held it in 3 quarters. The position peaked at $899K in Q1 2024. 97 funds tracked by Wall St. Rank hold XHE as of Q2 2024.

  • Fifth Third Securities reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2024 after selling out during the quarter.
  • Fifth Third Securities sold 10,219 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2024, an estimated $899K.
  • Fifth Third Securities first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2023 and held it in 3 quarters.
  • Fifth Third Securities's State Street SPDR S&P Health Care Equipment ETF position peaked at $899K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2024.

Based on Fifth Third Securities's 13F filing for Q2 2024, filed 15 Jul 2024.