Financial Management Professionals’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Financial Management Professionals’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 Q2	–	Sell	-1,245	Closed	-$117K	–	1147
2023 Q1	$117K	Buy	+1,245	New	+$116K	0.02%	176
2018 Q4	–	Sell	-14,122	Closed	-$1.24M	–	324
2018 Q3	$1.24M	Sell	14,122 -182	-1%	-$15.2K	0.48%	23
2018 Q2	$1.12M	Buy	+14,304	New	+$1.07M	0.46%	24
2017 Q4	–	Sell	-44,294	Closed	-$2.78M	–	259
2017 Q3	$2.78M	Buy	44,294 +2,516	+6%	+$154K	1.22%	18
2017 Q2	$2.56M	Buy	+41,778	New	+$2.42M	1.16%	21

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

DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RFM

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

Financial Management Professionals's XHE Position: Q2 2023 in Review

Financial Management Professionals sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2023, closing a stake of 1,245 shares — an estimated $117K sold.

Financial Management Professionals first reported a position in XHE in Q2 2017 and held it in 5 quarters. The position peaked at $2.78M in Q3 2017. 110 funds tracked by Wall St. Rank hold XHE as of Q2 2023.

Financial Management Professionals reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2023 after selling out during the quarter.
Financial Management Professionals sold 1,245 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2023, an estimated $117K.
Financial Management Professionals first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2017 and held it in 5 quarters.
Financial Management Professionals's State Street SPDR S&P Health Care Equipment ETF position peaked at $2.78M in Q3 2017.
110 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.