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 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

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

AE Wealth Management's XHE Position: Q1 2026 in Review

AE Wealth Management held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q1 2026 at 114 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

AE Wealth Management first reported a position in XHE in Q1 2019 and has held it in 13 quarters since. The position peaked at $9.98M in Q4 2019. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

AE Wealth Management held 114 shares of State Street SPDR S&P Health Care Equipment ETF worth $8.92K as of Q1 2026.
AE Wealth Management left its State Street SPDR S&P Health Care Equipment ETF share count unchanged in Q1 2026.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2293 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 13 quarters since.
AE Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $9.98M in Q4 2019.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.