Running Point Capital Advisors’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Running Point Capital Advisors’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	-740	Closed	-$57.8K	–	172
2023 Q3	$57.8K	Hold	740	–	–	0.03%	112
2023 Q2	$72.8K	Hold	740	–	–	0.04%	108
2023 Q1	$69.3K	Hold	740	–	–	0.04%	105
2022 Q4	$66.5K	Hold	740	–	–	0.04%	158
2022 Q3	$63K	Hold	740	–	–	0.04%	152
2022 Q2	$63K	Hold	740	–	–	0.04%	152
2022 Q1	$83K	Hold	740	–	–	0.05%	147
2021 Q4	$87K	Hold	740	–	–	0.05%	90
2021 Q3	$93K	Hold	740	–	–	0.04%	118
2021 Q2	$96K	Hold	740	–	–	0.04%	105
2021 Q1	$89K	Hold	740	–	–	0.05%	93
2020 Q4	$84K	Buy	+740	New	+$77.8K	0.05%	89

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

Running Point Capital Advisors's XHE Position: Q4 2023 in Review

Running Point Capital Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2023, closing a stake of 740 shares — an estimated $57.8K sold.

Running Point Capital Advisors first reported a position in XHE in Q4 2020 and held it in 12 quarters. The position peaked at $96K in Q2 2021. 102 funds tracked by Wall St. Rank hold XHE as of Q4 2023.

Running Point Capital Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2023 after selling out during the quarter.
Running Point Capital Advisors sold 740 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2023, an estimated $57.8K.
Running Point Capital Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and held it in 12 quarters.
Running Point Capital Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $96K 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 Running Point Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.