WDL
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Well Done LLC’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Well Done LLC’s Portfolio XHS Stock Details XHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-9,976
Closed -$1.04M – 192
2021
Q3 		$1.04M Buy
+9,976
New +$1.1M 0.23% 65

Other funds holding XHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Well Done LLC's XHS Position: Q4 2021 in Review

Well Done LLC sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q4 2021, closing a stake of 9,976 shares — an estimated $1.04M sold.

Well Done LLC first reported a position in XHS in Q3 2021 and held it in 1 quarter. The position peaked at $1.04M in Q3 2021. 51 funds tracked by Wall St. Rank hold XHS as of Q4 2021.

  • Well Done LLC reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q4 2021 after selling out during the quarter.
  • Well Done LLC sold 9,976 State Street SPDR S&P Health Care Services ETF shares in Q4 2021, an estimated $1.04M.
  • Well Done LLC first reported a position in State Street SPDR S&P Health Care Services ETF in Q3 2021 and held it in 1 quarter.
  • Well Done LLC's State Street SPDR S&P Health Care Services ETF position peaked at $1.04M in Q3 2021.
  • 51 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q4 2021.

Based on Well Done LLC's 13F filing for Q4 2021, filed 21 Jan 2022.