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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$76K Buy
1,526
+392
+35% +$19.5K ﹤0.01% 1612
2016
Q3
$58K Buy
1,134
+100
+10% +$5.08K ﹤0.01% 1739
2016
Q2
$48K Buy
1,034
+390
+61% +$17.4K ﹤0.01% 1842
2016
Q1
$27K Sell
644
-50
-7% -$2.01K ﹤0.01% 2152
2015
Q4
$31K Buy
694
+44
+7% +$2.01K ﹤0.01% 2037
2015
Q3
$28K Sell
650
-1,014
-61% -$48.2K ﹤0.01% 1531
2015
Q2
$79K Hold
1,664
0.01% 1087
2015
Q1
$79K Buy
+1,664
New +$75.8K 0.01% 1106

Other funds holding XHE

MSI Financial Services's XHE Position: Q4 2016 in Review

MSI Financial Services increased its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 35% in Q4 2016, buying an estimated $19.5K and bringing the position to 1,526 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

MSI Financial Services first reported a position in XHE in Q1 2015 and has held it in 8 quarters since. The position peaked at $79K in Q2 2015. 24 funds tracked by Wall St. Rank hold XHE as of Q4 2016.

  • MSI Financial Services held 1,526 shares of State Street SPDR S&P Health Care Equipment ETF worth $76K as of Q4 2016.
  • MSI Financial Services bought 392 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2016, an estimated $19.5K.
  • State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1612 holding.
  • MSI Financial Services first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2015 and has held it in 8 quarters since.
  • MSI Financial Services's State Street SPDR S&P Health Care Equipment ETF position peaked at $79K in Q2 2015.
  • 24 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.