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

Advisory Services Network’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
2026 Q1	$50.1K	Buy	+640	New	+$54.6K	﹤0.01%	2625
2025 Q4	–	Sell	-1,040	Closed	-$81.9K	–	4266
2025 Q3	$81.9K	Buy	+1,040	New	+$83.1K	﹤0.01%	2179
2024 Q4	–	Sell	-17,872	Closed	-$1.51M	–	1740
2024 Q3	$1.51M	Hold	17,872	–	–	0.03%	563
2024 Q2	$1.51M	Buy	17,872 +346	+2%	+$29.4K	0.03%	563
2024 Q1	$1.54M	Buy	17,526 +935	+6%	+$79.4K	0.03%	539
2023 Q4	$1.4M	Buy	16,591 +1,644	+11%	+$123K	0.03%	527
2023 Q3	$1.17M	Buy	14,947 +126	+0.9%	+$11.2K	0.03%	582
2023 Q2	$1.46M	Buy	14,821 +44	+0.3%	+$4.24K	0.04%	514
2023 Q1	$1.38M	Buy	14,777 +208	+1%	+$19.4K	0.04%	521
2022 Q4	$1.31M	Buy	14,569 +796	+6%	+$70K	0.04%	506
2022 Q3	$1.18M	Buy	13,773 +162	+1%	+$15K	0.04%	495
2022 Q2	$1.16M	Buy	13,611 +959	+8%	+$90.3K	0.04%	517
2022 Q1	$1.42M	Buy	12,652 +1,733	+16%	+$185K	0.04%	514
2021 Q4	$1.28M	Buy	10,919 +900	+9%	+$109K	0.04%	531
2021 Q3	$1.25M	Buy	10,019 +279	+3%	+$35.6K	0.04%	517
2021 Q2	$1.26M	Buy	9,740 +734	+8%	+$90.1K	0.04%	528
2021 Q1	$1.08M	Sell	9,006 -92	-1%	-$11.1K	0.04%	522
2020 Q4	$1.04M	Buy	9,098 +1,642	+22%	+$173K	0.04%	486
2020 Q3	$726K	Sell	7,456 -93	-1%	-$8.82K	0.03%	507
2020 Q2	$675K	Sell	7,549 -314	-4%	-$26.1K	0.04%	499
2020 Q1	$564K	Buy	+7,863	New	+$639K	0.04%	490

Other funds holding XHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Advisory Services Network's XHE Position: Q1 2026 in Review

Advisory Services Network opened a new position in State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2026: 640 shares worth $50.1K. The stake represents ﹤0.01% of the portfolio and ranks #2625 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in XHE as recently as Q3 2025.

Advisory Services Network first reported a position in XHE in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.54M in Q1 2024. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Advisory Services Network held 640 shares of State Street SPDR S&P Health Care Equipment ETF worth $50.1K as of Q1 2026.
State Street SPDR S&P Health Care Equipment ETF was a new Advisory Services Network position in Q1 2026.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2625 holding.
Advisory Services Network first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2020 and has held it in 21 quarters since.
Advisory Services Network's State Street SPDR S&P Health Care Equipment ETF position peaked at $1.54M in Q1 2024.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.