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Lebenthal Global Advisors’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Lebenthal Global Advisors’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
2021
Q1 		– Sell
-1,075
Closed -$122K – 548
2020
Q4 		$122K Buy
+1,075
New +$113K 0.09% 151

Other funds holding XHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lebenthal Global Advisors's XHE Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2021, closing a stake of 1,075 shares — an estimated $122K sold.

Lebenthal Global Advisors first reported a position in XHE in Q4 2020 and held it in 1 quarter. The position peaked at $122K in Q4 2020. 128 funds tracked by Wall St. Rank hold XHE as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 1,075 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2021, an estimated $122K.
  • Lebenthal Global Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $122K in Q4 2020.
  • 128 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.