HFM
XHE icon

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

Harvest Fund 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
2018
Q3 		– Sell
-10,000
Closed -$782K – 484
2018
Q2 		$782K Buy
+10,000
New +$749K 0.12% 36

Other funds holding XHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Harvest Fund Management's XHE Position: Q3 2018 in Review

Harvest Fund Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2018, closing a stake of 10,000 shares — an estimated $782K sold.

Harvest Fund Management first reported a position in XHE in Q2 2018 and held it in 1 quarter. The position peaked at $782K in Q2 2018. 98 funds tracked by Wall St. Rank hold XHE as of Q3 2018.

  • Harvest Fund Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2018 after selling out during the quarter.
  • Harvest Fund Management sold 10,000 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2018, an estimated $782K.
  • Harvest Fund Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2018 and held it in 1 quarter.
  • Harvest Fund Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $782K in Q2 2018.
  • 98 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2018.

Based on Harvest Fund Management's 13F filing for Q3 2018, filed 31 Oct 2018.