Israel Englander’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Israel Englander’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
2019 Q2	–	Sell	-30,000	Closed	-$2.41M	–	4525
2019 Q1	$2.41M	Buy	+30,000	New	+$2.31M	﹤0.01%	2290

Other funds holding XHE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RFM

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

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

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Israel Englander's XHE Position: Q4 2023 in Review

Israel Englander sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2023, closing a stake of 14,896 shares — an estimated $1.16M sold.

Israel Englander first reported a position in XHE in Q4 2020 and held it in 4 quarters. The position peaked at $4.97M in Q4 2021. 102 funds tracked by Wall St. Rank hold XHE as of Q4 2023.

Israel Englander reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2023 after selling out during the quarter.
Israel Englander sold 14,896 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2023, an estimated $1.16M.
Israel Englander first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and held it in 4 quarters.
Israel Englander's State Street SPDR S&P Health Care Equipment ETF position peaked at $4.97M in Q4 2021.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2023.

Based on Millennium Management's 13F filing for Q4 2023, filed 14 Feb 2024.