Wealthspire Advisors (Maryland)’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-98	Closed	-$8K	–	2077
2019 Q1	$8K	Hold	98	–	–	﹤0.01%	1643
2018 Q4	$7K	Hold	98	–	–	﹤0.01%	1617
2018 Q3	$9K	Hold	98	–	–	﹤0.01%	1577
2018 Q2	$8K	Hold	98	–	–	﹤0.01%	1634
2018 Q1	$7K	Hold	98	–	–	﹤0.01%	1700
2017 Q4	$6K	Hold	98	–	–	﹤0.01%	1797
2017 Q3	$6K	Hold	98	–	–	﹤0.01%	1760
2017 Q2	$6K	Buy	+98	New	+$5.69K	﹤0.01%	1730

Other funds holding XHE

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.66T AUM 25.57% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

PVH

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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XHE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2019, closing a stake of 98 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in XHE in Q2 2017 and held it in 8 quarters. The position peaked at $9K in Q3 2018. 88 funds tracked by Wall St. Rank hold XHE as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 98 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2019, an estimated $8K.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s State Street SPDR S&P Health Care Equipment ETF position peaked at $9K in Q3 2018.
88 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.