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

Capital Investment Advisory Services’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
Q2 		$99.4K Hold
1,180
– – 0.01% 813
2026
Q1 		$92.4K Hold
1,180
– – 0.01% 747
2025
Q4 		$104K Hold
1,180
– – 0.01% 699
2025
Q3 		$93K Buy
1,180
+300
+34% +$24K 0.01% 686
2025
Q2 		$71.5K Buy
880
+100
+13% +$7.98K 0.01% 696
2025
Q1 		$64.1K Hold
780
– – 0.01% 674
2024
Q4 		$69K Hold
780
– – 0.01% 614
2024
Q3 		$70.6K Hold
780
– – 0.01% 634
2024
Q2 		$65.8K Hold
780
– – 0.01% 625
2024
Q1 		$68.6K Hold
780
– – 0.01% 618
2023
Q4 		$65.7K Sell
780
-41
-5% -$3.06K 0.01% 636
2023
Q3 		$64.1K Buy
+821
New +$73.3K 0.01% 604

Other funds holding XHE

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Capital Investment Advisory Services's XHE Position: Q2 2026 in Review

Capital Investment Advisory Services held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q2 2026 at 1,180 shares worth $99.4K. The position accounts for 0.01% of the portfolio, ranked #813.

Capital Investment Advisory Services first reported a position in XHE in Q3 2023 and has held it in 12 quarters since. The position peaked at $104K in Q4 2025. 7 funds tracked by Wall St. Rank hold XHE as of Q2 2026.

  • Capital Investment Advisory Services held 1,180 shares of State Street SPDR S&P Health Care Equipment ETF worth $99.4K as of Q2 2026.
  • Capital Investment Advisory Services left its State Street SPDR S&P Health Care Equipment ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Health Care Equipment ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #813 holding.
  • Capital Investment Advisory Services first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2023 and has held it in 12 quarters since.
  • Capital Investment Advisory Services's State Street SPDR S&P Health Care Equipment ETF position peaked at $104K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.