FHA
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Flagship Harbor Advisors’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Flagship Harbor Advisors’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
2020
Q4 		– Sell
-190
Closed -$18K – 1792
2020
Q3 		$18K Sell
190
-658
-78% -$62.4K ﹤0.01% 1178
2020
Q2 		$75K Sell
848
-1,291
-60% -$108K 0.01% 739
2020
Q1 		$153K Buy
+2,139
New +$174K 0.03% 444

Other funds holding XHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return