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

Professional Planning’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	$552K	Sell	4,417 -93	-2%	-$11.9K	0.26%	66
2021 Q2	$582K	Sell	4,510 -481	-10%	-$59K	0.27%	66
2021 Q1	$597K	Hold	4,991	–	–	0.29%	59
2020 Q4	$568K	Buy	+4,991	New	+$525K	0.23%	73
2020 Q3	–	Sell	-6,238	Closed	-$558K	–	111
2020 Q2	$558K	Buy	+6,238	New	+$519K	0.3%	63
2019 Q1	–	Sell	-41,601	Closed	-$3.11M	–	34
2018 Q4	$3.11M	Buy	+41,601	New	+$3.18M	4.24%	10

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Professional Planning's XHE Position: Q3 2021 in Review

Professional Planning reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 2.1% in Q3 2021, selling an estimated $11.9K and leaving 4,417 shares worth $552K. The position accounts for 0.26% of the portfolio, ranked #66.

Professional Planning first reported a position in XHE in Q4 2018 and has held it in 6 quarters since. The position peaked at $3.11M in Q4 2018. 134 funds tracked by Wall St. Rank hold XHE as of Q3 2021.

Professional Planning held 4,417 shares of State Street SPDR S&P Health Care Equipment ETF worth $552K as of Q3 2021.
Professional Planning sold 93 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2021, an estimated $11.9K.
State Street SPDR S&P Health Care Equipment ETF made up 0.26% of Professional Planning's portfolio in Q3 2021, its #66 holding.
Professional Planning first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2018 and has held it in 6 quarters since.
Professional Planning's State Street SPDR S&P Health Care Equipment ETF position peaked at $3.11M in Q4 2018.
134 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.