MFS
XHE icon

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

Mirabella Financial Services’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
Q1 		– Sell
-118,451
Closed -$10.6M – 616
2022
Q4 		$10.6M Buy
+118,451
New +$10.4M 0.95% 9

Other funds holding XHE

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Mirabella Financial Services's XHE Position: Q1 2023 in Review

Mirabella Financial Services sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2023, closing a stake of 118,451 shares — an estimated $10.6M sold.

Mirabella Financial Services first reported a position in XHE in Q4 2022 and held it in 1 quarter. The position peaked at $10.6M in Q4 2022. 108 funds tracked by Wall St. Rank hold XHE as of Q1 2023.

  • Mirabella Financial Services reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 118,451 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2023, an estimated $10.6M.
  • Mirabella Financial Services first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2022 and held it in 1 quarter.
  • Mirabella Financial Services's State Street SPDR S&P Health Care Equipment ETF position peaked at $10.6M in Q4 2022.
  • 108 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2023.

Based on Mirabella Financial Services's 13F filing for Q1 2023, filed 12 May 2023.