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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $2.44B AUM 24.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lee Financial Group Hawaii's XHE Position: Q1 2022 in Review

Lee Financial Group Hawaii sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2022, closing a stake of 45,034 shares — an estimated $5.28M sold.

Lee Financial Group Hawaii first reported a position in XHE in Q1 2021 and held it in 4 quarters. The position peaked at $7.86M in Q2 2021. 129 funds tracked by Wall St. Rank hold XHE as of Q1 2022.

Lee Financial Group Hawaii reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2022 after selling out during the quarter.
Lee Financial Group Hawaii sold 45,034 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2022, an estimated $5.28M.
Lee Financial Group Hawaii first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2021 and held it in 4 quarters.
Lee Financial Group Hawaii's State Street SPDR S&P Health Care Equipment ETF position peaked at $7.86M 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 Lee Financial Group Hawaii's 13F filing for Q1 2022, filed 10 May 2022.