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MPS Loria Financial Planners’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

MPS Loria Financial Planners’s Portfolio XHS Stock Details XHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-383
Closed -$23K – 349
2017
Q2 		$23K Buy
+383
New +$23.1K 0.02% 219

Other funds holding XHS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

MPS Loria Financial Planners's XHS Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q3 2017, closing a stake of 383 shares — an estimated $23K sold.

MPS Loria Financial Planners first reported a position in XHS in Q2 2017 and held it in 1 quarter. The position peaked at $23K in Q2 2017. 32 funds tracked by Wall St. Rank hold XHS as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 383 State Street SPDR S&P Health Care Services ETF shares in Q3 2017, an estimated $23K.
  • MPS Loria Financial Planners first reported a position in State Street SPDR S&P Health Care Services ETF in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's State Street SPDR S&P Health Care Services ETF position peaked at $23K in Q2 2017.
  • 32 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.