Strategic Wealth Partners’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Strategic Wealth Partners’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
2019 Q4	–	Sell	-58	Closed	-$4	–	517
2019 Q3	$4	Hold	58	–	–	﹤0.01%	667
2019 Q2	$4K	Hold	58	–	–	﹤0.01%	666
2019 Q1	$5K	Hold	58	–	–	﹤0.01%	644
2018 Q4	$4K	Hold	58	–	–	﹤0.01%	598
2018 Q3	$5K	Sell	58 -36	-38%	-$3.01K	﹤0.01%	562
2018 Q2	$7K	Hold	94	–	–	﹤0.01%	607
2018 Q1	$7K	Buy	94 +36	+62%	+$2.45K	﹤0.01%	609
2017 Q4	$4K	Buy	+58	New	+$3.74K	﹤0.01%	643

Other funds holding XHE

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

RJA

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

Strategic Wealth Partners's XHE Position: Q4 2019 in Review

Strategic Wealth Partners sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2019, closing a stake of 58 shares — an estimated $4 sold.

Strategic Wealth Partners first reported a position in XHE in Q4 2017 and held it in 8 quarters. The position peaked at $7K in Q2 2018. 107 funds tracked by Wall St. Rank hold XHE as of Q4 2019.

Strategic Wealth Partners reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 58 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2019, an estimated $4.
Strategic Wealth Partners first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2017 and held it in 8 quarters.
Strategic Wealth Partners's State Street SPDR S&P Health Care Equipment ETF position peaked at $7K in Q2 2018.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.