Stifel Financial
XHE icon

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

Stifel Financial’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
2022
Q1 		– Sell
-3,104
Closed -$364K – 3507
2021
Q4 		$364K Sell
3,104
-5,310
-63% -$643K ﹤0.01% 2793
2021
Q3 		$1.05M Sell
8,414
-1,194
-12% -$152K ﹤0.01% 2062
2021
Q2 		$1.24M Buy
9,608
+907
+10% +$111K ﹤0.01% 1937
2021
Q1 		$1.04M Buy
8,701
+58
+0.7% +$6.99K ﹤0.01% 1964
2020
Q4 		$984K Sell
8,643
-1,920
-18% -$202K ﹤0.01% 1853
2020
Q3 		$1.03M Sell
10,563
-1,070
-9% -$101K ﹤0.01% 1611
2020
Q2 		$1.04M Sell
11,633
-3,858
-25% -$321K ﹤0.01% 1531
2020
Q1 		$1.12M Buy
15,491
+761
+5% +$61.9K ﹤0.01% 1362
2019
Q4 		$1.26M Sell
14,730
-2,663
-15% -$217K ﹤0.01% 1664
2019
Q3 		$1.35M Buy
17,393
+1,738
+11% +$140K ﹤0.01% 1567
2019
Q2 		$1.29M Sell
15,655
-686
-4% -$53.5K ﹤0.01% 1643
2019
Q1 		$1.31M Sell
16,341
-1,984
-11% -$153K ﹤0.01% 1488
2018
Q4 		$1.29M Sell
18,325
-1,147
-6% -$87.8K ﹤0.01% 1391
2018
Q3 		$1.71M Buy
19,472
+5,412
+38% +$453K ﹤0.01% 1347
2018
Q2 		$1.1M Sell
14,060
-3,117
-18% -$233K ﹤0.01% 1551
2018
Q1 		$1.2M Buy
17,177
+277
+2% +$18.9K ﹤0.01% 1450
2017
Q4 		$1.09M Sell
16,900
-864
-5% -$55.7K ﹤0.01% 1477
2017
Q3 		$1.12M Sell
17,764
-399
-2% -$24.5K ﹤0.01% 1435
2017
Q2 		$1.12M Sell
18,163
-1,991
-10% -$116K ﹤0.01% 1420
2017
Q1 		$1.14M Buy
20,154
+1,958
+11% +$105K ﹤0.01% 1384
2016
Q4 		$899K Buy
+18,196
New +$904K ﹤0.01% 1447

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stifel Financial's XHE Position: Q1 2022 in Review

Stifel Financial sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2022, closing a stake of 3,104 shares — an estimated $364K sold.

Stifel Financial first reported a position in XHE in Q4 2016 and held it in 21 quarters. The position peaked at $1.71M in Q3 2018. 129 funds tracked by Wall St. Rank hold XHE as of Q1 2022.

  • Stifel Financial reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2022 after selling out during the quarter.
  • Stifel Financial sold 3,104 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2022, an estimated $364K.
  • Stifel Financial first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2016 and held it in 21 quarters.
  • Stifel Financial's State Street SPDR S&P Health Care Equipment ETF position peaked at $1.71M in Q3 2018.
  • 129 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2022.

Based on Stifel Financial's 13F filing for Q1 2022, filed 13 May 2022.