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

Bartlett & Co 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 		– Sell
-70
Closed -$6.18K – 1368
2025
Q4 		$6.18K Buy
+70
New +$5.88K ﹤0.01% 986

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
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

Bartlett & Co Wealth Management's XHE Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2026, closing a stake of 70 shares — an estimated $6.18K sold.

Bartlett & Co Wealth Management first reported a position in XHE in Q4 2025 and held it in 1 quarter. The position peaked at $6.18K in Q4 2025. 74 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 70 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $6.18K.
  • Bartlett & Co Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $6.18K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.