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

Simplicity Solutions’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
2020 Q1	–	Sell	-112,464	Closed	-$9.63M	–	906
2019 Q4	$9.63M	Buy	112,464 +63,179	+128%	+$5.14M	0.29%	62
2019 Q3	$3.85M	Sell	49,285 -43,126	-47%	-$3.47M	0.16%	114
2019 Q2	$7.56M	Buy	92,411 +66,419	+256%	+$5.18M	0.32%	51
2019 Q1	$2.09M	Buy	+25,992	New	+$2.01M	0.12%	153

Other funds holding XHE

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

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

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Simplicity Solutions's XHE Position: Q1 2020 in Review

Simplicity Solutions sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2020, closing a stake of 112,464 shares — an estimated $9.63M sold.

Simplicity Solutions first reported a position in XHE in Q1 2019 and held it in 4 quarters. The position peaked at $9.63M in Q4 2019. 83 funds tracked by Wall St. Rank hold XHE as of Q1 2020.

Simplicity Solutions reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2020 after selling out during the quarter.
Simplicity Solutions sold 112,464 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2020, an estimated $9.63M.
Simplicity Solutions first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2019 and held it in 4 quarters.
Simplicity Solutions's State Street SPDR S&P Health Care Equipment ETF position peaked at $9.63M in Q4 2019.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.