AE Wealth Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

AE Wealth Management’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 Q2	$9.6K	Hold	114	–	–	﹤0.01%	2394
2026 Q1	$8.92K	Hold	114	–	–	﹤0.01%	2293
2025 Q4	$10.1K	Sell	114 -5	-4%	-$420	﹤0.01%	2141
2025 Q3	$9.37K	Hold	119	–	–	﹤0.01%	2003
2025 Q2	$9.66K	Sell	119 -361	-75%	-$28.8K	﹤0.01%	1881
2025 Q1	$39.5K	Sell	480 -6	-1%	-$536	﹤0.01%	1621
2024 Q4	$43K	Buy	+486	New	+$43.6K	﹤0.01%	1581
2024 Q1	–	Sell	-9,345	Closed	-$786K	–	2022
2023 Q4	$786K	Buy	9,345 +2,258	+32%	+$169K	﹤0.01%	1246
2023 Q3	$553K	Buy	7,087 +639	+10%	+$57K	﹤0.01%	1327
2023 Q2	$634K	Buy	+6,448	New	+$621K	﹤0.01%	1267
2020 Q1	–	Sell	-116,558	Closed	-$9.98M	–	1290
2019 Q4	$9.98M	Buy	116,558 +65,867	+130%	+$5.36M	0.22%	93
2019 Q3	$3.96M	Sell	50,691 -44,733	-47%	-$3.6M	0.11%	171
2019 Q2	$7.81M	Buy	95,424 +67,092	+237%	+$5.24M	0.23%	82
2019 Q1	$2.28M	Buy	+28,332	New	+$2.19M	0.16%	129

Other funds holding XHE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

AE Wealth Management's XHE Position: Q2 2026 in Review

AE Wealth Management held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q2 2026 at 114 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

AE Wealth Management first reported a position in XHE in Q1 2019 and has held it in 14 quarters since. The position peaked at $9.98M in Q4 2019. 76 funds tracked by Wall St. Rank hold XHE as of Q2 2026.

AE Wealth Management held 114 shares of State Street SPDR S&P Health Care Equipment ETF worth $9.6K as of Q2 2026.
AE Wealth Management left its State Street SPDR S&P Health Care Equipment ETF share count unchanged in Q2 2026.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2394 holding.
AE Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2019 and has held it in 14 quarters since.
AE Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $9.98M in Q4 2019.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.