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

Peterson Wealth 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
2021
Q3 		– Sell
-1,886
Closed -$244K – 60
2021
Q2 		$244K Buy
+1,886
New +$231K 0.19% 58

Other funds holding XHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 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

Peterson Wealth Management's XHE Position: Q3 2021 in Review

Peterson Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2021, closing a stake of 1,886 shares — an estimated $244K sold.

Peterson Wealth Management first reported a position in XHE in Q2 2021 and held it in 1 quarter. The position peaked at $244K in Q2 2021. 134 funds tracked by Wall St. Rank hold XHE as of Q3 2021.

  • Peterson Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2021 after selling out during the quarter.
  • Peterson Wealth Management sold 1,886 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2021, an estimated $244K.
  • Peterson Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2021 and held it in 1 quarter.
  • Peterson Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $244K 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 Peterson Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.