Vontobel Holding
XHE icon

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

Vontobel Holding’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
Q4 		– Sell
-770
Closed -$96K – 1221
2021
Q3 		$96K Buy
+770
New +$98.3K ﹤0.01% 1099

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Vontobel Holding's XHE Position: Q4 2021 in Review

Vontobel Holding sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2021, closing a stake of 770 shares — an estimated $96K sold.

Vontobel Holding first reported a position in XHE in Q3 2021 and held it in 1 quarter. The position peaked at $96K in Q3 2021. 148 funds tracked by Wall St. Rank hold XHE as of Q4 2021.

  • Vontobel Holding reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2021 after selling out during the quarter.
  • Vontobel Holding sold 770 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2021, an estimated $96K.
  • Vontobel Holding first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2021 and held it in 1 quarter.
  • Vontobel Holding's State Street SPDR S&P Health Care Equipment ETF position peaked at $96K in Q3 2021.
  • 148 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2021.

Based on Vontobel Holding's 13F filing for Q4 2021, filed 10 Feb 2022.