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

Lebenthal Global Advisors’s Portfolio XHS Stock Details XHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-112
Closed -$10K – 549
2020
Q4 		$10K Buy
+112
New +$9.79K 0.01% 446

Other funds holding XHS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Lebenthal Global Advisors sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q1 2021, closing a stake of 112 shares — an estimated $10K sold.

Lebenthal Global Advisors first reported a position in XHS in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 41 funds tracked by Wall St. Rank hold XHS as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 112 State Street SPDR S&P Health Care Services ETF shares in Q1 2021, an estimated $10K.
  • Lebenthal Global Advisors first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's State Street SPDR S&P Health Care Services ETF position peaked at $10K in Q4 2020.
  • 41 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q1 2021.

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