LFGH
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Lee Financial Group Hawaii’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Lee Financial Group Hawaii’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 		– Sell
-45,034
Closed -$5.28M – 40
2021
Q4 		$5.28M Sell
45,034
-413
-0.9% -$50K 3.84% 7
2021
Q3 		$5.69M Sell
45,447
-15,385
-25% -$1.96M 4.18% 8
2021
Q2 		$7.86M Sell
60,832
-286
-0.5% -$35.1K 5.67% 9
2021
Q1 		$7.31M Buy
+61,118
New +$7.37M 6% 8

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.04B AUM 26.61% 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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return