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Litman Gregory Wealth Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Litman Gregory Wealth 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
2020
Q1 		– Sell
-185
Closed -$16K – 216
2019
Q4 		$16K Buy
+185
New +$15.1K ﹤0.01% 134

Other funds holding XHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Litman Gregory Wealth Management's XHE Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2020, closing a stake of 185 shares — an estimated $16K sold.

Litman Gregory Wealth Management first reported a position in XHE in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 83 funds tracked by Wall St. Rank hold XHE as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 185 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2020, an estimated $16K.
  • Litman Gregory Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $16K in Q4 2019.
  • 83 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.