Kings Point Capital Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Kings Point Capital 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 Q1	$99K	Hold	882	–	–	0.01%	278
2021 Q4	$103K	Hold	882	–	–	0.01%	296
2021 Q3	$110K	Hold	882	–	–	0.01%	261
2021 Q2	$114K	Hold	882	–	–	0.01%	260
2021 Q1	$106K	Hold	882	–	–	0.01%	261
2020 Q4	$100K	Hold	882	–	–	0.01%	248
2020 Q3	$86K	Buy	+882	New	+$83.6K	0.01%	255

Other funds holding XHE

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.53B AUM 20.88% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kings Point Capital Management's XHE Position: Q1 2022 in Review

Kings Point Capital Management held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q1 2022 at 882 shares worth $99K. The position accounts for 0.01% of the portfolio, ranked #278.

Kings Point Capital Management first reported a position in XHE in Q3 2020 and has held it in 7 quarters since. The position peaked at $114K in Q2 2021. 129 funds tracked by Wall St. Rank hold XHE as of Q1 2022.

Kings Point Capital Management held 882 shares of State Street SPDR S&P Health Care Equipment ETF worth $99K as of Q1 2022.
Kings Point Capital Management left its State Street SPDR S&P Health Care Equipment ETF share count unchanged in Q1 2022.
State Street SPDR S&P Health Care Equipment ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #278 holding.
Kings Point Capital Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2020 and has held it in 7 quarters since.
Kings Point Capital Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $114K in Q2 2021.
129 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.