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

Newbridge Financial Services 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
2024
Q3 		– Sell
-182
Closed -$15.4K – 1127
2024
Q2 		$15.4K Sell
182
-1,244
-87% -$106K 0.01% 625
2024
Q1 		$125K Sell
1,426
-1,115
-44% -$94.6K 0.05% 257
2023
Q4 		$214K Sell
2,541
-481
-16% -$35.9K 0.1% 180
2023
Q3 		$236K Sell
3,022
-281
-9% -$25.1K 0.12% 172
2023
Q2 		$325K Hold
3,303
– – 0.16% 130
2023
Q1 		$309K Sell
3,303
-23
-0.7% -$2.15K 0.16% 134
2022
Q4 		$299K Sell
3,326
-47
-1% -$4.13K 0.17% 126
2022
Q3 		$288K Buy
3,373
+410
+14% +$38K 0.17% 134
2022
Q2 		$251K Sell
2,963
-111
-4% -$10.5K 0.16% 138
2022
Q1 		$344K Sell
3,074
-1,187
-28% -$127K 0.17% 123
2021
Q4 		$500K Sell
4,261
-63
-1% -$7.63K 0.24% 86
2021
Q3 		$541K Buy
4,324
+661
+18% +$84.4K 0.34% 65
2021
Q2 		$473K Buy
3,663
+1,432
+64% +$176K 0.29% 78
2021
Q1 		$267K Buy
2,231
+241
+12% +$29.1K 0.2% 125
2020
Q4 		$227K Sell
1,990
-355
-15% -$37.3K 0.19% 121
2020
Q3 		$228K Buy
+2,345
New +$222K 0.22% 101

Other funds holding XHE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Newbridge Financial Services Group's XHE Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2024, closing a stake of 182 shares — an estimated $15.4K sold.

Newbridge Financial Services Group first reported a position in XHE in Q3 2020 and held it in 16 quarters. The position peaked at $541K in Q3 2021. 88 funds tracked by Wall St. Rank hold XHE as of Q3 2024.

  • Newbridge Financial Services Group reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 182 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2024, an estimated $15.4K.
  • Newbridge Financial Services Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2020 and held it in 16 quarters.
  • Newbridge Financial Services Group's State Street SPDR S&P Health Care Equipment ETF position peaked at $541K in Q3 2021.
  • 88 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.