New England Investment & Retirement Group’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

New England Investment & Retirement Group’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
2021 Q3	$3.96M	Buy	31,661 +472	+2%	+$60.3K	0.91%	31
2021 Q2	$4.03M	Buy	31,189 +79	+0.3%	+$9.69K	0.88%	33
2021 Q1	$3.72M	Buy	31,110 +5,247	+20%	+$633K	0.9%	31
2020 Q4	$2.94M	Buy	25,863 +4,961	+24%	+$522K	0.69%	33
2020 Q3	$2.04M	Buy	20,902 +2,047	+11%	+$194K	0.51%	35
2020 Q2	$1.69M	Buy	18,855 +4,638	+33%	+$386K	0.42%	41
2020 Q1	$1.02M	Buy	14,217 +639	+5%	+$52K	0.43%	28
2019 Q4	$1.16M	Buy	13,578 +270	+2%	+$22K	0.4%	31
2019 Q3	$1.04M	Buy	13,308 +478	+4%	+$38.4K	0.43%	27
2019 Q2	$1.05M	Buy	12,830 +3,132	+32%	+$244K	0.43%	29
2019 Q1	$779K	Sell	9,698 -152	-2%	-$11.7K	0.36%	32
2018 Q4	$690K	Buy	9,850 +310	+3%	+$23.7K	0.4%	28
2018 Q3	$838K	Buy	+9,540	New	+$798K	0.55%	27

Other funds holding XHE

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

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RFM

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

New England Investment & Retirement Group's XHE Position: Q3 2021 in Review

New England Investment & Retirement Group increased its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 1.5% in Q3 2021, buying an estimated $60.3K and bringing the position to 31,661 shares worth $3.96M. The position accounts for 0.91% of the portfolio, ranked #31.

New England Investment & Retirement Group first reported a position in XHE in Q3 2018 and has held it in 13 quarters since. The position peaked at $4.03M in Q2 2021. 134 funds tracked by Wall St. Rank hold XHE as of Q3 2021.

New England Investment & Retirement Group held 31,661 shares of State Street SPDR S&P Health Care Equipment ETF worth $3.96M as of Q3 2021.
New England Investment & Retirement Group bought 472 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2021, an estimated $60.3K.
State Street SPDR S&P Health Care Equipment ETF made up 0.91% of New England Investment & Retirement Group's portfolio in Q3 2021, its #31 holding.
New England Investment & Retirement Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2018 and has held it in 13 quarters since.
New England Investment & Retirement Group's State Street SPDR S&P Health Care Equipment ETF position peaked at $4.03M in Q2 2021.
134 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.