Marshall Wace’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Marshall Wace’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
2024 Q2	–	Sell	-2,655	Closed	-$233K	–	3022
2024 Q1	$233K	Sell	2,655 -3,909	-60%	-$332K	﹤0.01%	2194
2023 Q4	$553K	Buy	6,564 +2,960	+82%	+$221K	﹤0.01%	1688
2023 Q3	$281K	Buy	3,604 +626	+21%	+$55.9K	﹤0.01%	1905
2023 Q2	$293K	Buy	+2,978	New	+$287K	﹤0.01%	2147

Other funds holding XHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall Wace's XHE Position: Q2 2024 in Review

Marshall Wace sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2024, closing a stake of 2,655 shares — an estimated $233K sold.

Marshall Wace first reported a position in XHE in Q2 2023 and held it in 4 quarters. The position peaked at $553K in Q4 2023. 97 funds tracked by Wall St. Rank hold XHE as of Q2 2024.

Marshall Wace reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2024 after selling out during the quarter.
Marshall Wace sold 2,655 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2024, an estimated $233K.
Marshall Wace first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2023 and held it in 4 quarters.
Marshall Wace's State Street SPDR S&P Health Care Equipment ETF position peaked at $553K in Q4 2023.
97 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2024.

Based on Marshall Wace's 13F filing for Q2 2024, filed 14 Aug 2024.