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Cape Investment Advisory’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Cape Investment Advisory’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
Q3 		$6.89K Buy
+76
New +$6.94K ﹤0.01% 950

Other funds holding XHE

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Cape Investment Advisory's XHE Position: Q3 2026 in Review

Cape Investment Advisory opened a new position in State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2026: 76 shares worth $6.89K. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings.

4 funds tracked by Wall St. Rank hold XHE as of Q3 2026.

  • Cape Investment Advisory held 76 shares of State Street SPDR S&P Health Care Equipment ETF worth $6.89K as of Q3 2026.
  • State Street SPDR S&P Health Care Equipment ETF was a new Cape Investment Advisory position in Q3 2026.
  • State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #950 holding.
  • 4 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.