Psagot Value Holdings’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Psagot Value Holdings’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
2023 Q1	–	Sell	-353	Closed	-$32K	–	619
2022 Q4	$32K	Hold	353	–	–	0.01%	287
2022 Q3	$30K	Sell	353 -7,620	-96%	-$706K	0.01%	274
2022 Q2	$677K	Hold	7,973	–	–	0.16%	101
2022 Q1	$893K	Sell	7,973 -15,577	-66%	-$1.66M	0.2%	92
2021 Q4	$2.76M	Sell	23,550 -4,323	-16%	-$523K	0.53%	44
2021 Q3	$3.49M	Sell	27,873 -91,337	-77%	-$11.7M	0.6%	38
2021 Q2	$15.4M	Sell	119,210 -2,964	-2%	-$364K	0.55%	43
2021 Q1	$14.6M	Buy	122,174 +6,004	+5%	+$724K	0.33%	78
2020 Q4	$13.2M	Sell	116,170 -26,533	-19%	-$2.79M	0.31%	82
2020 Q3	$13.9M	Sell	142,703 -20,688	-13%	-$1.96M	0.35%	72
2020 Q2	$14.6M	Sell	163,391 -1,236	-0.8%	-$103K	0.41%	61
2020 Q1	$11.8M	Sell	164,627 -10,689	-6%	-$869K	0.48%	50
2019 Q4	$15M	Sell	175,316 -11,722	-6%	-$954K	0.51%	56
2019 Q3	$14.6M	Sell	187,038 -2,170	-1%	-$174K	0.6%	49
2019 Q2	$15.5M	Sell	189,208 -1,118	-0.6%	-$87.3K	0.63%	45
2019 Q1	$15.3M	Sell	190,326 -7,405	-4%	-$571K	0.65%	44
2018 Q4	$13.9M	Buy	197,731 +195,396	+8,368%	+$15M	0.64%	42
2018 Q3	$205K	Buy	+2,335	New	+$195K	0.01%	211

Other funds holding XHE

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Psagot Value Holdings's XHE Position: Q1 2023 in Review

Psagot Value Holdings sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2023, closing a stake of 353 shares — an estimated $32K sold.

Psagot Value Holdings first reported a position in XHE in Q3 2018 and held it in 18 quarters. The position peaked at $15.5M in Q2 2019. 108 funds tracked by Wall St. Rank hold XHE as of Q1 2023.

Psagot Value Holdings reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 353 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2023, an estimated $32K.
Psagot Value Holdings first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2018 and held it in 18 quarters.
Psagot Value Holdings's State Street SPDR S&P Health Care Equipment ETF position peaked at $15.5M in Q2 2019.
108 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.