UBS AM
XHE icon

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

UBS AM’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
2021
Q3 		– Sell
-104
Closed -$13.4K – 2778
2021
Q2 		$13.4K Buy
+104
New +$12.8K ﹤0.01% 2746
2019
Q1 		– Sell
-239
Closed -$16.7K – 2821
2018
Q4 		$16.7K Buy
+239
New +$18.3K ﹤0.01% 2643

Other funds holding XHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

UBS AM's XHE Position: Q3 2021 in Review

UBS AM sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2021, closing a stake of 104 shares — an estimated $13.4K sold.

UBS AM first reported a position in XHE in Q4 2018 and held it in 2 quarters. The position peaked at $16.7K in Q4 2018. 134 funds tracked by Wall St. Rank hold XHE as of Q3 2021.

  • UBS AM reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2021 after selling out during the quarter.
  • UBS AM sold 104 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2021, an estimated $13.4K.
  • UBS AM first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2018 and held it in 2 quarters.
  • UBS AM's State Street SPDR S&P Health Care Equipment ETF position peaked at $16.7K in Q4 2018.
  • 134 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2021.

Based on UBS AM's 13F filing for Q3 2021, filed 15 Nov 2021.