Cetera Investment Advisers

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

Cetera Investment Advisers’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	$339K	Sell	4,332 -1,477	-25%	-$126K	﹤0.01%	3876
2025 Q4	$512K	Sell	5,809 -2,145	-27%	-$180K	﹤0.01%	3418
2025 Q3	$626K	Sell	7,954 -930	-10%	-$74.3K	﹤0.01%	3200
2025 Q2	$721K	Sell	8,884 -942	-10%	-$75.2K	﹤0.01%	2677
2025 Q1	$808K	Sell	9,826 -944	-9%	-$84.4K	﹤0.01%	2439
2024 Q4	$953K	Sell	10,770 -5,370	-33%	-$482K	﹤0.01%	2190
2024 Q3	$1.46M	Sell	16,140 -4,177	-21%	-$363K	﹤0.01%	1833
2024 Q2	$1.71M	Sell	20,317 -4,970	-20%	-$422K	﹤0.01%	1691
2024 Q1	$2.22M	Buy	+25,287	New	+$2.15M	0.01%	1463

Other funds holding XHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return