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

Focused Wealth 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
Q1 		– Sell
-246
Closed -$20.7K – 988
2023
Q4 		$20.7K Hold
246
– – ﹤0.01% 433
2023
Q3 		$19.2K Sell
246
-3
-1% -$268 ﹤0.01% 433
2023
Q2 		$24.5K Hold
249
– – ﹤0.01% 404
2023
Q1 		$23.3K Sell
249
-3
-1% -$280 ﹤0.01% 423
2022
Q4 		$22.7K Sell
252
-9
-3% -$792 ﹤0.01% 415
2022
Q3 		$22K Sell
261
-10
-4% -$927 ﹤0.01% 383
2022
Q2 		$23K Sell
271
-98
-27% -$9.23K ﹤0.01% 385
2022
Q1 		$41K Sell
369
-1
-0.3% -$107 0.01% 331
2021
Q4 		$43K Buy
370
+3
+0.8% +$363 0.01% 390
2021
Q3 		$46K Sell
367
-28
-7% -$3.58K 0.01% 396
2021
Q2 		$51K Sell
395
-3
-0.8% -$368 0.01% 372
2021
Q1 		$48K Buy
398
+1
+0.3% +$121 0.01% 377
2020
Q4 		$45K Sell
397
-115
-22% -$12.1K 0.01% 365
2020
Q3 		$50K Sell
512
-57
-10% -$5.4K 0.01% 318
2020
Q2 		$51K Sell
569
-404
-42% -$33.6K 0.01% 304
2020
Q1 		$70K Sell
973
-32,321
-97% -$2.63M 0.02% 247
2019
Q4 		$2.85M Buy
33,294
+3,536
+12% +$288K 0.67% 25
2019
Q3 		$2.32M Sell
29,758
-72
-0.2% -$5.79K 0.64% 27
2019
Q2 		$2.44M Buy
29,830
+4,471
+18% +$349K 0.65% 28
2019
Q1 		$2.04M Buy
25,359
+488
+2% +$37.6K 0.62% 30
2018
Q4 		$1.74M Buy
24,871
+5,815
+31% +$445K 0.59% 33
2018
Q3 		$1.67M Buy
19,056
+4,104
+27% +$343K 0.57% 35
2018
Q2 		$1.17M Buy
14,952
+5,844
+64% +$437K 0.41% 46
2018
Q1 		$635K Buy
+9,108
New +$621K 0.2% 76

Other funds holding XHE

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
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
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Focused Wealth Management's XHE Position: Q1 2024 in Review

Focused Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2024, closing a stake of 246 shares — an estimated $20.7K sold.

Focused Wealth Management first reported a position in XHE in Q1 2018 and held it in 24 quarters. The position peaked at $2.85M in Q4 2019. 110 funds tracked by Wall St. Rank hold XHE as of Q1 2024.

  • Focused Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 246 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2024, an estimated $20.7K.
  • Focused Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2018 and held it in 24 quarters.
  • Focused Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $2.85M in Q4 2019.
  • 110 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.