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

WealthOne’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
2019 Q1	–	Sell	-75	Closed	-$5K	–	558
2018 Q4	$5K	Buy	+75	New	+$5.74K	﹤0.01%	477

Other funds holding XHE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

WealthOne's XHE Position: Q1 2019 in Review

WealthOne sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2019, closing a stake of 75 shares — an estimated $5K sold.

WealthOne first reported a position in XHE in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 94 funds tracked by Wall St. Rank hold XHE as of Q1 2019.

WealthOne reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 75 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2019, an estimated $5K.
WealthOne first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2018 and held it in 1 quarter.
WealthOne's State Street SPDR S&P Health Care Equipment ETF position peaked at $5K in Q4 2018.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.