Regions Financial Corp’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Regions Financial Corp’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 Q4	–	Sell	-3,500	Closed	-$273K	–	841
2023 Q3	$273K	Hold	3,500	–	–	﹤0.01%	698
2023 Q2	$344K	Sell	3,500 -500	-13%	-$48.2K	﹤0.01%	666
2023 Q1	$374K	Hold	4,000	–	–	﹤0.01%	656
2022 Q4	$360K	Hold	4,000	–	–	﹤0.01%	663
2022 Q3	$341K	Hold	4,000	–	–	﹤0.01%	656
2022 Q2	$339K	Hold	4,000	–	–	﹤0.01%	676
2022 Q1	$448K	Hold	4,000	–	–	﹤0.01%	652
2021 Q4	$469K	Hold	4,000	–	–	﹤0.01%	652
2021 Q3	$500K	Hold	4,000	–	–	﹤0.01%	619
2021 Q2	$517K	Buy	+4,000	New	+$491K	﹤0.01%	602
2019 Q1	–	Sell	-497	Closed	-$35K	–	2051
2018 Q4	$35K	Hold	497	–	–	﹤0.01%	1229
2018 Q3	$44K	Sell	497 -793	-61%	-$66.3K	﹤0.01%	1255
2018 Q2	$101K	Hold	1,290	–	–	﹤0.01%	1026
2018 Q1	$90K	Hold	1,290	–	–	﹤0.01%	1067
2017 Q4	$83K	Buy	+1,290	New	+$83.2K	﹤0.01%	1099

Other funds holding XHE

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

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

RFM

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

CAN

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

Regions Financial Corp's XHE Position: Q4 2023 in Review

Regions Financial Corp sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2023, closing a stake of 3,500 shares — an estimated $273K sold.

Regions Financial Corp first reported a position in XHE in Q4 2017 and held it in 15 quarters. The position peaked at $517K in Q2 2021. 102 funds tracked by Wall St. Rank hold XHE as of Q4 2023.

Regions Financial Corp reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2023 after selling out during the quarter.
Regions Financial Corp sold 3,500 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2023, an estimated $273K.
Regions Financial Corp first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2017 and held it in 15 quarters.
Regions Financial Corp's State Street SPDR S&P Health Care Equipment ETF position peaked at $517K in Q2 2021.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2023.

Based on Regions Financial Corp's 13F filing for Q4 2023, filed 6 Feb 2024.