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

Jackson 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
2020 Q3	–	Sell	-6,391	Closed	-$571K	–	144
2020 Q2	$571K	Buy	6,391 +173	+3%	+$14.4K	0.1%	108
2020 Q1	$550K	Sell	6,218 -341	-5%	-$27.7K	0.12%	94
2019 Q4	$570K	Buy	6,559 +453	+7%	+$36.9K	0.09%	132
2019 Q3	$460K	Buy	+6,106	New	+$491K	0.1%	114

Other funds holding XHE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jackson Wealth Management's XHE Position: Q3 2020 in Review

Jackson Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2020, closing a stake of 6,391 shares — an estimated $571K sold.

Jackson Wealth Management first reported a position in XHE in Q3 2019 and held it in 4 quarters. The position peaked at $571K in Q2 2020. 100 funds tracked by Wall St. Rank hold XHE as of Q3 2020.

Jackson Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2020 after selling out during the quarter.
Jackson Wealth Management sold 6,391 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2020, an estimated $571K.
Jackson Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2019 and held it in 4 quarters.
Jackson Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $571K in Q2 2020.
100 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2020.

Based on Jackson Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.