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Pennsylvania Capital Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Pennsylvania Capital Management’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
Q3 		– Sell
-6,238
Closed -$558K – 144
2020
Q2 		$558K Buy
+6,238
New +$519K 0.3% 63

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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pennsylvania Capital Management's XHE Position: Q3 2020 in Review

Pennsylvania Capital Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2020, closing a stake of 6,238 shares — an estimated $558K sold.

Pennsylvania Capital Management first reported a position in XHE in Q2 2020 and held it in 1 quarter. The position peaked at $558K in Q2 2020. 100 funds tracked by Wall St. Rank hold XHE as of Q3 2020.

  • Pennsylvania Capital Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2020 after selling out during the quarter.
  • Pennsylvania Capital Management sold 6,238 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2020, an estimated $558K.
  • Pennsylvania Capital Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2020 and held it in 1 quarter.
  • Pennsylvania Capital Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $558K in Q2 2020.
  • 100 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2020.

Based on Pennsylvania Capital Management's 13F filing for Q3 2020, filed 7 Oct 2020.