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

Merit Financial Group’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
2023
Q4 		– Sell
-6,371
Closed -$497K – 839
2023
Q3 		$497K Buy
6,371
+554
+10% +$49.4K 0.02% 461
2023
Q2 		$572K Buy
+5,817
New +$560K 0.02% 433

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Merit Financial Group's XHE Position: Q4 2023 in Review

Merit Financial Group sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2023, closing a stake of 6,371 shares — an estimated $497K sold.

Merit Financial Group first reported a position in XHE in Q2 2023 and held it in 2 quarters. The position peaked at $572K in Q2 2023. 102 funds tracked by Wall St. Rank hold XHE as of Q4 2023.

  • Merit Financial Group reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2023 after selling out during the quarter.
  • Merit Financial Group sold 6,371 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2023, an estimated $497K.
  • Merit Financial Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2023 and held it in 2 quarters.
  • Merit Financial Group's State Street SPDR S&P Health Care Equipment ETF position peaked at $572K in Q2 2023.
  • 102 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2023.

Based on Merit Financial Group's 13F filing for Q4 2023, filed 6 Feb 2024.