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First Heartland Consultants’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

First Heartland Consultants’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
-6,056
Closed -$548K – 513
2024
Q3 		$548K Buy
6,056
+278
+5% +$24.2K 0.06% 223
2024
Q2 		$488 Buy
5,778
+1,983
+52% +$168K 0.03% 263
2024
Q1 		$334K Buy
+3,795
New +$322K 0.03% 318

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 $95.2M AUM 23.7% 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

First Heartland Consultants's XHE Position: Q4 2024 in Review

First Heartland Consultants sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2024, closing a stake of 6,056 shares — an estimated $548K sold.

First Heartland Consultants first reported a position in XHE in Q1 2024 and held it in 3 quarters. The position peaked at $548K in Q3 2024. 89 funds tracked by Wall St. Rank hold XHE as of Q4 2024.

  • First Heartland Consultants reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2024 after selling out during the quarter.
  • First Heartland Consultants sold 6,056 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2024, an estimated $548K.
  • First Heartland Consultants first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2024 and held it in 3 quarters.
  • First Heartland Consultants's State Street SPDR S&P Health Care Equipment ETF position peaked at $548K 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 First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.