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

Next Financial 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 Q4	$833K	Buy	7,103 +1,325	+23%	+$160K	0.05%	354
2021 Q3	$723K	Buy	5,778 +23	+0.4%	+$2.94K	0.06%	353
2021 Q2	$744K	Buy	5,755 +7	+0.1%	+$859	0.06%	341
2021 Q1	$688K	Buy	5,748 +1,067	+23%	+$129K	0.06%	322
2020 Q4	$533K	Sell	4,681 -681	-13%	-$71.6K	0.05%	354
2020 Q3	$522K	Sell	5,362 -608	-10%	-$57.6K	0.06%	321
2020 Q2	$534K	Buy	5,970 +335	+6%	+$27.9K	0.06%	283
2020 Q1	$404K	Buy	5,635 +118	+2%	+$9.6K	0.05%	319
2019 Q4	$473K	Buy	5,517 +3,135	+132%	+$255K	0.05%	386
2019 Q3	$186K	Buy	2,382 +808	+51%	+$65K	0.02%	704
2019 Q2	$129K	Buy	+1,574	New	+$123K	0.01%	824
2019 Q1	–	Sell	-699	Closed	-$49K	–	2144
2018 Q4	$49K	Buy	+699	New	+$53.5K	0.01%	808

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

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

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

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

RFM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Next Financial Group's XHE Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 23% in Q4 2021, buying an estimated $160K and bringing the position to 7,103 shares worth $833K. The position accounts for 0.05% of the portfolio, ranked #354.

Next Financial Group first reported a position in XHE in Q4 2018 and has held it in 12 quarters since. 148 funds tracked by Wall St. Rank hold XHE as of Q4 2021.

Next Financial Group held 7,103 shares of State Street SPDR S&P Health Care Equipment ETF worth $833K as of Q4 2021.
Next Financial Group bought 1,325 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2021, an estimated $160K.
State Street SPDR S&P Health Care Equipment ETF made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #354 holding.
Next Financial Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2018 and has held it in 12 quarters since.
148 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.