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

Vigilare Wealth Management’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 Q1	–	Sell	-1,750	Closed	-$205K	–	176
2021 Q4	$205K	Sell	1,750 -350	-17%	-$42.4K	0.12%	168
2021 Q3	$263K	Sell	2,100 -285	-12%	-$36.4K	0.16%	161
2021 Q2	$308K	Buy	2,385 +335	+16%	+$41.1K	0.19%	141
2021 Q1	$245K	Buy	+2,050	New	+$247K	0.17%	158
2020 Q4	–	Sell	-2,150	Closed	-$209K	–	164
2020 Q3	$209K	Sell	2,150 -100	-4%	-$9.48K	0.22%	114
2020 Q2	$201K	Buy	+2,250	New	+$187K	0.2%	114

Other funds holding XHE

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Vigilare Wealth Management's XHE Position: Q1 2022 in Review

Vigilare Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2022, closing a stake of 1,750 shares — an estimated $205K sold.

Vigilare Wealth Management first reported a position in XHE in Q2 2020 and held it in 6 quarters. The position peaked at $308K in Q2 2021. 129 funds tracked by Wall St. Rank hold XHE as of Q1 2022.

Vigilare Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2022 after selling out during the quarter.
Vigilare Wealth Management sold 1,750 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2022, an estimated $205K.
Vigilare Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2020 and held it in 6 quarters.
Vigilare Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $308K in Q2 2021.
129 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2022.

Based on Vigilare Wealth Management's 13F filing for Q1 2022, filed 6 Apr 2022.