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

WMG Financial Advisors’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
2022
Q1 		– Sell
-1,813
Closed -$214K – 191
2021
Q4 		$214K Buy
+1,813
New +$219K 0.17% 161

Other funds holding XHE

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WMG Financial Advisors's XHE Position: Q1 2022 in Review

WMG Financial Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2022, closing a stake of 1,813 shares — an estimated $214K sold.

WMG Financial Advisors first reported a position in XHE in Q4 2021 and held it in 1 quarter. The position peaked at $214K in Q4 2021. 129 funds tracked by Wall St. Rank hold XHE as of Q1 2022.

  • WMG Financial Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 1,813 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2022, an estimated $214K.
  • WMG Financial Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2021 and held it in 1 quarter.
  • WMG Financial Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $214K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2022.

Based on WMG Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.