Migdal Insurance & Financial Holdings’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Migdal Insurance & Financial Holdings’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	-1,623	Closed	-$127K	–	520
2023 Q3	$127K	Sell	1,623 -117	-7%	-$10.4K	﹤0.01%	245
2023 Q2	$170K	Sell	1,740 -1,740	-50%	-$168K	﹤0.01%	238
2023 Q1	$320K	Buy	3,480 +1,740	+100%	+$162K	0.01%	216
2022 Q4	$156K	Hold	1,740	–	–	﹤0.01%	232
2022 Q3	$150K	Buy	1,740 +440	+34%	+$40.8K	﹤0.01%	235
2022 Q2	$110K	Buy	+1,300	New	+$122K	﹤0.01%	298
2021 Q4	–	Sell	-78	Closed	-$10K	–	742
2021 Q3	$10K	Hold	78	–	–	﹤0.01%	600
2021 Q2	$10K	Hold	78	–	–	﹤0.01%	541
2021 Q1	$9K	Sell	78 -40	-34%	-$4.82K	﹤0.01%	638
2020 Q4	$13K	Hold	118	–	–	﹤0.01%	610
2020 Q3	$11K	Hold	118	–	–	﹤0.01%	639
2020 Q2	$11K	Hold	118	–	–	﹤0.01%	631
2020 Q1	$8K	Hold	118	–	–	﹤0.01%	613
2019 Q4	$10K	Hold	118	–	–	﹤0.01%	714
2019 Q3	$9K	Hold	118	–	–	﹤0.01%	719
2019 Q2	$10K	Hold	118	–	–	﹤0.01%	712
2019 Q1	$9K	Sell	118 -32	-21%	-$2.47K	﹤0.01%	676
2018 Q4	$11K	Hold	150	–	–	﹤0.01%	659
2018 Q3	$13K	Buy	+150	New	+$12.5K	﹤0.01%	755

Other funds holding XHE

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings's XHE Position: Q4 2023 in Review

Migdal Insurance & Financial Holdings sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2023, closing a stake of 1,623 shares — an estimated $127K sold.

Migdal Insurance & Financial Holdings first reported a position in XHE in Q3 2018 and held it in 19 quarters. The position peaked at $320K in Q1 2023. 102 funds tracked by Wall St. Rank hold XHE as of Q4 2023.

Migdal Insurance & Financial Holdings reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 1,623 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2023, an estimated $127K.
Migdal Insurance & Financial Holdings first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2018 and held it in 19 quarters.
Migdal Insurance & Financial Holdings's State Street SPDR S&P Health Care Equipment ETF position peaked at $320K in Q1 2023.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.