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Plante Moran Financial Advisors’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Plante Moran Financial Advisors’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
2015
Q1 		– Sell
-66
Closed -$3K – 801
2014
Q4 		$3K Buy
+66
New +$2.73K ﹤0.01% 734

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

Plante Moran Financial Advisors's XHE Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2015, closing a stake of 66 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in XHE in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 11 funds tracked by Wall St. Rank hold XHE as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 66 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2015, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $3K in Q4 2014.
  • 11 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.