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

Aptus Capital 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
2026 Q1	–	Sell	-13	Closed	-$1.15K	–	1793
2025 Q4	$1.15K	Hold	13	–	–	﹤0.01%	1631
2025 Q3	$1.02K	Sell	13 -12	-48%	-$959	﹤0.01%	1572
2025 Q2	$2.04K	Hold	25	–	–	﹤0.01%	1479
2025 Q1	$2.06K	Hold	25	–	–	﹤0.01%	1381
2024 Q4	$2.22K	Hold	25	–	–	﹤0.01%	1374
2024 Q3	$2.26K	Hold	25	–	–	﹤0.01%	1184
2024 Q2	$2.11K	Buy	+25	New	+$2.12K	﹤0.01%	1110
2024 Q1	–	Sell	-300	Closed	-$25.3K	–	1185
2023 Q4	$25.3K	Hold	300	–	–	﹤0.01%	729
2023 Q3	$23.4K	Hold	300	–	–	﹤0.01%	738
2023 Q2	$29.5K	Hold	300	–	–	﹤0.01%	627
2023 Q1	$28.1K	Hold	300	–	–	﹤0.01%	605
2022 Q4	$27K	Hold	300	–	–	﹤0.01%	634
2022 Q3	$26K	Hold	300	–	–	﹤0.01%	599
2022 Q2	$25K	Hold	300	–	–	﹤0.01%	522
2022 Q1	$34K	Buy	300 +100	+50%	+$10.7K	﹤0.01%	536
2021 Q4	$23K	Buy	200 +100	+100%	+$12.1K	﹤0.01%	464
2021 Q3	$13K	Hold	100	–	–	﹤0.01%	463
2021 Q2	$13K	Hold	100	–	–	﹤0.01%	487
2021 Q1	$12K	Hold	100	–	–	﹤0.01%	457
2020 Q4	$11K	Hold	100	–	–	﹤0.01%	413
2020 Q3	$9K	Buy	100 +99	+9,900%	+$9.38K	﹤0.01%	421
2020 Q2	$0	Hold	1	–	–	﹤0.01%	474
2020 Q1	$0	Sell	1 -23,990	-100%	-$1.95M	﹤0.01%	541
2019 Q4	$2.05M	Sell	23,991 -1,308	-5%	-$106K	0.15%	151
2019 Q3	$1.98M	Sell	25,299 -1,181	-4%	-$95K	0.11%	128
2019 Q2	$2.17M	Buy	+26,480	New	+$2.07M	0.3%	50

Other funds holding XHE

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Aptus Capital Advisors's XHE Position: Q1 2026 in Review

Aptus Capital Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2026, closing a stake of 13 shares — an estimated $1.15K sold.

Aptus Capital Advisors first reported a position in XHE in Q2 2019 and held it in 26 quarters. The position peaked at $2.17M in Q2 2019. 74 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Aptus Capital Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2026 after selling out during the quarter.
Aptus Capital Advisors sold 13 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $1.15K.
Aptus Capital Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2019 and held it in 26 quarters.
Aptus Capital Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $2.17M in Q2 2019.
74 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.