Robertson Stephens Wealth Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Robertson Stephens Wealth Management’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	-3,090	Closed	-$241K	–	481
2023 Q3	$241K	Sell	3,090 -1,650	-35%	-$147K	0.02%	404
2023 Q2	$466K	Sell	4,740 -6,820	-59%	-$657K	0.03%	290
2023 Q1	$1.08M	Hold	11,560	–	–	0.08%	191
2022 Q4	$1.04M	Buy	+11,560	New	+$1.02M	0.1%	171

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

Robertson Stephens Wealth Management's XHE Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2023, closing a stake of 3,090 shares — an estimated $241K sold.

Robertson Stephens Wealth Management first reported a position in XHE in Q4 2022 and held it in 4 quarters. The position peaked at $1.08M in Q1 2023. 102 funds tracked by Wall St. Rank hold XHE as of Q4 2023.

Robertson Stephens Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 3,090 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2023, an estimated $241K.
Robertson Stephens Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2022 and held it in 4 quarters.
Robertson Stephens Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $1.08M in Q1 2023.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.