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

Telemus Capital’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
2023 Q4	$545K	Buy	+6,467	New	+$483K	0.05%	227
2022 Q3	–	Sell	-7,979	Closed	-$677K	–	349
2022 Q2	$677K	Buy	+7,979	New	+$751K	0.07%	214

Other funds holding XHE

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Telemus Capital's XHE Position: Q4 2023 in Review

Telemus Capital opened a new position in State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2023: 6,467 shares worth $545K. The stake represents 0.05% of the portfolio and ranks #227 among its holdings. This is a return to the name: Telemus Capital previously reported a position in XHE as recently as Q2 2022.

Telemus Capital first reported a position in XHE in Q2 2022 and has held it in 2 quarters since. The position peaked at $677K in Q2 2022. 102 funds tracked by Wall St. Rank hold XHE as of Q4 2023.

Telemus Capital held 6,467 shares of State Street SPDR S&P Health Care Equipment ETF worth $545K as of Q4 2023.
State Street SPDR S&P Health Care Equipment ETF was a new Telemus Capital position in Q4 2023.
State Street SPDR S&P Health Care Equipment ETF made up 0.05% of Telemus Capital's portfolio in Q4 2023, its #227 holding.
Telemus Capital first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2022 and has held it in 2 quarters since.
Telemus Capital's State Street SPDR S&P Health Care Equipment ETF position peaked at $677K in Q2 2022.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.