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

Surevest’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	-9,099	Closed	-$779K	–	148
2019 Q4	$779K	Sell	9,099 -1,840	-17%	-$150K	0.33%	96
2019 Q3	$854K	Sell	10,939 -1,062	-9%	-$85.4K	0.42%	86
2019 Q2	$982K	Sell	12,001 -10,327	-46%	-$806K	0.51%	77
2019 Q1	$1.79M	Buy	22,328 +2,615	+13%	+$202K	1.1%	33
2018 Q4	$1.38M	Buy	+19,713	New	+$1.51M	1.09%	32

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

Surevest's XHE Position: Q1 2020 in Review

Surevest sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2020, closing a stake of 9,099 shares — an estimated $779K sold.

Surevest first reported a position in XHE in Q4 2018 and held it in 5 quarters. The position peaked at $1.79M in Q1 2019. 83 funds tracked by Wall St. Rank hold XHE as of Q1 2020.

Surevest reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2020 after selling out during the quarter.
Surevest sold 9,099 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2020, an estimated $779K.
Surevest first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2018 and held it in 5 quarters.
Surevest's State Street SPDR S&P Health Care Equipment ETF position peaked at $1.79M in Q1 2019.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.