Bank of Montreal’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $168K | Sell |
2,148
-37
| -2% | -$3.16K | ﹤0.01% | 2991 |
|
|
2025
Q4 | $193K | Sell |
2,185
-2,100
| -49% | -$176K | ﹤0.01% | 2865 |
|
|
2025
Q3 | $337K | Sell |
4,285
-1,400
| -25% | -$112K | ﹤0.01% | 2474 |
|
|
2025
Q2 | $462K | Sell |
5,685
-124
| -2% | -$9.89K | ﹤0.01% | 2329 |
|
|
2025
Q1 | $478K | Sell |
5,809
-487
| -8% | -$43.5K | ﹤0.01% | 2227 |
|
|
2024
Q4 | $557K | Buy |
6,296
+1,156
| +22% | +$104K | ﹤0.01% | 2175 |
|
|
2024
Q3 | $462K | Sell |
5,140
-609
| -11% | -$53K | ﹤0.01% | 2477 |
|
|
2024
Q2 | $485K | Buy |
5,749
+1,907
| +50% | +$162K | ﹤0.01% | 2423 |
|
|
2024
Q1 | $339K | Buy |
3,842
+2,465
| +179% | +$209K | ﹤0.01% | 2708 |
|
|
2023
Q4 | $118K | Buy |
1,377
+738
| +115% | +$55.1K | ﹤0.01% | 3331 |
|
|
2023
Q3 | $53K | Sell |
639
-192
| -23% | -$17.1K | ﹤0.01% | 3422 |
|
|
2023
Q2 | $82.1K | Sell |
831
-300
| -27% | -$28.9K | ﹤0.01% | 3497 |
|
|
2023
Q1 | $106K | Sell |
1,131
-853
| -43% | -$79.7K | ﹤0.01% | 3223 |
|
|
2022
Q4 | $179K | Sell |
1,984
-1,464
| -42% | -$129K | ﹤0.01% | 3199 |
|
|
2022
Q3 | $321 | Buy |
3,448
+2,338
| +211% | +$217K | ﹤0.01% | 2892 |
|
|
2022
Q2 | $99 | Buy |
1,110
+103
| +10% | +$9.7K | ﹤0.01% | 3464 |
|
|
2022
Q1 | $114K | Sell |
1,007
-294
| -23% | -$31.3K | ﹤0.01% | 3618 |
|
|
2021
Q4 | $155K | Hold |
1,301
| – | – | ﹤0.01% | 3023 |
|
|
2021
Q3 | $173K | Sell |
1,301
-156
| -11% | -$19.9K | ﹤0.01% | 3358 |
|
|
2021
Q2 | $191K | Buy |
1,457
+456
| +46% | +$56K | ﹤0.01% | 3224 |
|
|
2021
Q1 | $121K | Buy |
1,001
+22
| +2% | +$2.65K | ﹤0.01% | 3317 |
|
|
2020
Q4 | $116K | Sell |
979
-381
| -28% | -$40.1K | ﹤0.01% | 3508 |
|
|
2020
Q3 | $134K | Sell |
1,360
-185
| -12% | -$17.5K | ﹤0.01% | 2931 |
|
|
2020
Q2 | $140K | Sell |
1,545
-140
| -8% | -$11.7K | ﹤0.01% | 2914 |
|
|
2020
Q1 | $118K | Sell |
1,685
-20
| -1% | -$1.63K | ﹤0.01% | 2535 |
|
|
2019
Q4 | $146K | Sell |
1,705
-2,918
| -63% | -$237K | ﹤0.01% | 3323 |
|
|
2019
Q3 | $361K | Sell |
4,623
-80
| -2% | -$6.43K | ﹤0.01% | 2605 |
|
|
2019
Q2 | $385K | Sell |
4,703
-50
| -1% | -$3.9K | ﹤0.01% | 2576 |
|
|
2019
Q1 | $382K | Sell |
4,753
-578
| -11% | -$44.6K | ﹤0.01% | 2418 |
|
|
2018
Q4 | $374K | Buy |
5,331
+128
| +2% | +$9.8K | ﹤0.01% | 2299 |
|
|
2018
Q3 | $457K | Sell |
5,203
-134
| -3% | -$11.2K | ﹤0.01% | 2376 |
|
|
2018
Q2 | $417K | Buy |
5,337
+122
| +2% | +$9.13K | ﹤0.01% | 2414 |
|
|
2018
Q1 | $364K | Sell |
5,215
-240
| -4% | -$16.4K | ﹤0.01% | 2352 |
|
|
2017
Q4 | $351K | Buy |
5,455
+459
| +9% | +$29.6K | ﹤0.01% | 2442 |
|
|
2017
Q3 | $314K | Buy |
4,996
+4,528
| +968% | +$278K | ﹤0.01% | 2475 |
|
|
2017
Q2 | $29K | Buy |
468
+128
| +38% | +$7.43K | ﹤0.01% | 3400 |
|
|
2017
Q1 | $19K | Buy |
+340
| New | +$18.2K | ﹤0.01% | 3392 |
|
Other funds holding XHE
MIH
Bank of Montreal's XHE Position: Q1 2026 in Review
Bank of Montreal reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 1.7% in Q1 2026, selling an estimated $3.16K and leaving 2,148 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2991.
Bank of Montreal first reported a position in XHE in Q1 2017 and has held it in 37 quarters since. The position peaked at $557K in Q4 2024. 74 funds tracked by Wall St. Rank hold XHE as of Q1 2026.
- Bank of Montreal held 2,148 shares of State Street SPDR S&P Health Care Equipment ETF worth $168K as of Q1 2026.
- Bank of Montreal sold 37 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $3.16K.
- State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2991 holding.
- Bank of Montreal first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2017 and has held it in 37 quarters since.
- Bank of Montreal's State Street SPDR S&P Health Care Equipment ETF position peaked at $557K in Q4 2024.
- 74 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.