Belpointe Asset Management’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
2025
Q2
Sell
-8,706
Closed -$716K 1035
2025
Q1
$716K Buy
8,706
+898
+12% +$80.2K 0.04% 436
2024
Q4
$702K Buy
7,808
+366
+5% +$32.9K 0.04% 423
2024
Q3
$674K Sell
7,442
-408
-5% -$35.5K 0.04% 421
2024
Q2
$663K Sell
7,850
-11,849
-60% -$1.01M 0.05% 388
2024
Q1
$1.73M Buy
+19,699
New +$1.67M 0.13% 144
2023
Q2
Sell
-29
Closed -$2.71K 3411
2023
Q1
$2.71K Hold
29
﹤0.01% 3225
2022
Q4
$2.61K Buy
+29
New +$2.55K ﹤0.01% 3170
2018
Q4
Sell
-1,443
Closed -$127K 644
2018
Q3
$127K Buy
+1,443
New +$121K 0.02% 578

Other funds holding XHE

Belpointe Asset Management's XHE Position: Q2 2025 in Review

Belpointe Asset Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2025, closing a stake of 8,706 shares — an estimated $716K sold.

Belpointe Asset Management first reported a position in XHE in Q3 2018 and held it in 8 quarters. The position peaked at $1.73M in Q1 2024. 78 funds tracked by Wall St. Rank hold XHE as of Q2 2025.

  • Belpointe Asset Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 8,706 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2025, an estimated $716K.
  • Belpointe Asset Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2018 and held it in 8 quarters.
  • Belpointe Asset Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $1.73M in Q1 2024.
  • 78 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.