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

Gerber Kawasaki Wealth & Investment 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
2022 Q2	–	Sell	-2,998	Closed	-$335K	–	277
2022 Q1	$335K	Buy	2,998 +757	+34%	+$80.7K	0.03%	193
2021 Q4	$262K	Buy	2,241 +327	+17%	+$39.6K	0.02%	226
2021 Q3	$239K	Buy	1,914 +154	+9%	+$19.7K	0.03%	165
2021 Q2	$227K	Buy	+1,760	New	+$216K	0.02%	223
2016 Q1	–	Sell	-5,160	Closed	-$229K	–	85
2015 Q4	$229K	Buy	+5,160	New	+$235K	0.16%	73

Other funds holding XHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $351M AUM 22.94% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's XHE Position: Q2 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2022, closing a stake of 2,998 shares — an estimated $335K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in XHE in Q4 2015 and held it in 5 quarters. The position peaked at $335K in Q1 2022. 111 funds tracked by Wall St. Rank hold XHE as of Q2 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 2,998 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2022, an estimated $335K.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2015 and held it in 5 quarters.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $335K in Q1 2022.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2022, filed 4 Aug 2022.