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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-514
Closed -$23K 1700
2015
Q4
$23K Sell
514
-637
-55% -$29.1K 0.01% 861
2015
Q3
$50K Sell
1,151
-599
-34% -$28.5K 0.02% 640
2015
Q2
$83K Buy
+1,750
New +$82.3K 0.02% 587

Other funds holding XHE

WFG Advisors's XHE Position: Q1 2016 in Review

WFG Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2016, closing a stake of 514 shares — an estimated $23K sold.

WFG Advisors first reported a position in XHE in Q2 2015 and held it in 3 quarters. The position peaked at $83K in Q2 2015. 15 funds tracked by Wall St. Rank hold XHE as of Q1 2016.

  • WFG Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 514 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2016, an estimated $23K.
  • WFG Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2015 and held it in 3 quarters.
  • WFG Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $83K in Q2 2015.
  • 15 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.