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

Sowell Financial Services’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
2021 Q2	–	Sell	-1,686	Closed	-$205K	–	2769
2021 Q1	$205K	Buy	1,686 +168	+11%	+$20.3K	0.01%	1038
2020 Q4	$173K	Sell	1,518 -409	-21%	-$43K	0.01%	906
2020 Q3	$188K	Sell	1,927 -258	-12%	-$24.5K	0.01%	750
2020 Q2	$195K	Sell	2,185 -484	-18%	-$40.3K	0.01%	734
2020 Q1	$191K	Buy	2,669 +617	+30%	+$50.2K	0.01%	663
2019 Q4	$176K	Buy	2,052 +655	+47%	+$53.3K	0.01%	754
2019 Q3	$109K	Buy	+1,397	New	+$112K	0.01%	802

Other funds holding XHE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LFGH

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Sowell Financial Services's XHE Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2021, closing a stake of 1,686 shares — an estimated $205K sold.

Sowell Financial Services first reported a position in XHE in Q3 2019 and held it in 7 quarters. The position peaked at $205K in Q1 2021. 131 funds tracked by Wall St. Rank hold XHE as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,686 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2021, an estimated $205K.
Sowell Financial Services first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's State Street SPDR S&P Health Care Equipment ETF position peaked at $205K in Q1 2021.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.