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MYCIO Wealth Partners’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-501
Closed -$43K – 418
2019
Q4 		$43K Hold
501
– – ﹤0.01% 401
2019
Q3 		$39K Hold
501
– – ﹤0.01% 374
2019
Q2 		$41K Buy
+501
New +$39.1K ﹤0.01% 350

Other funds holding XHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MYCIO Wealth Partners's XHE Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2020, closing a stake of 501 shares — an estimated $43K sold.

MYCIO Wealth Partners first reported a position in XHE in Q2 2019 and held it in 3 quarters. The position peaked at $43K in Q4 2019. 83 funds tracked by Wall St. Rank hold XHE as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 501 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2020, an estimated $43K.
  • MYCIO Wealth Partners first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's State Street SPDR S&P Health Care Equipment ETF position peaked at $43K in Q4 2019.
  • 83 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.