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

Summit Financial Group’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
Q2 		– Sell
-2,150
Closed -$241K – 208
2022
Q1 		$241K Sell
2,150
-370
-15% -$39.4K 0.08% 191
2021
Q4 		$296K Sell
2,520
-400
-14% -$48.4K 0.1% 179
2021
Q3 		$365K Sell
2,920
-93
-3% -$11.9K 0.13% 149
2021
Q2 		$390K Hold
3,013
– – 0.15% 140
2021
Q1 		$361K Buy
+3,013
New +$363K 0.15% 125

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

Summit Financial Group's XHE Position: Q2 2022 in Review

Summit Financial Group sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2022, closing a stake of 2,150 shares — an estimated $241K sold.

Summit Financial Group first reported a position in XHE in Q1 2021 and held it in 5 quarters. The position peaked at $390K in Q2 2021. 111 funds tracked by Wall St. Rank hold XHE as of Q2 2022.

  • Summit Financial Group reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2022 after selling out during the quarter.
  • Summit Financial Group sold 2,150 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2022, an estimated $241K.
  • Summit Financial Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2021 and held it in 5 quarters.
  • Summit Financial Group's State Street SPDR S&P Health Care Equipment ETF position peaked at $390K in Q2 2021.
  • 111 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2022.

Based on Summit Financial Group's 13F filing for Q2 2022, filed 7 Jul 2022.