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

Salomon & Ludwin’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
2024
Q2 		– Sell
-635
Closed -$55.8K – 840
2024
Q1 		$55.8K Hold
635
– – ﹤0.01% 338
2023
Q4 		$49.6K Hold
635
– – 0.01% 311
2023
Q3 		$49.6K Buy
+635
New +$56.7K 0.01% 311

Other funds holding XHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salomon & Ludwin's XHE Position: Q2 2024 in Review

Salomon & Ludwin sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2024, closing a stake of 635 shares — an estimated $55.8K sold.

Salomon & Ludwin first reported a position in XHE in Q3 2023 and held it in 3 quarters. The position peaked at $55.8K in Q1 2024. 97 funds tracked by Wall St. Rank hold XHE as of Q2 2024.

  • Salomon & Ludwin reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 635 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2024, an estimated $55.8K.
  • Salomon & Ludwin first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's State Street SPDR S&P Health Care Equipment ETF position peaked at $55.8K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.