Portfolio Strategies’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Portfolio Strategies’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
2019 Q1	–	Sell	-115,459	Closed	-$8.09M	–	61
2018 Q4	$8.09M	Sell	115,459 -3,065	-3%	-$235K	7.03%	3
2018 Q3	$10.4M	Buy	118,524 +4,225	+4%	+$353K	6.08%	5
2018 Q2	$8.94M	Buy	114,299 +111,395	+3,836%	+$8.34M	5.94%	4
2018 Q1	$203K	Sell	2,904 -51	-2%	-$3.47K	0.16%	45
2017 Q4	$190K	Buy	+2,955	New	+$191K	0.13%	51

Other funds holding XHE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

Portfolio Strategies's XHE Position: Q1 2019 in Review

Portfolio Strategies sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2019, closing a stake of 115,459 shares — an estimated $8.09M sold.

Portfolio Strategies first reported a position in XHE in Q4 2017 and held it in 5 quarters. The position peaked at $10.4M in Q3 2018. 94 funds tracked by Wall St. Rank hold XHE as of Q1 2019.

Portfolio Strategies reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2019 after selling out during the quarter.
Portfolio Strategies sold 115,459 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2019, an estimated $8.09M.
Portfolio Strategies first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2017 and held it in 5 quarters.
Portfolio Strategies's State Street SPDR S&P Health Care Equipment ETF position peaked at $10.4M in Q3 2018.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2019.

Based on Portfolio Strategies's 13F filing for Q1 2019, filed 24 Apr 2019.