Clear Creek Financial Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Clear Creek Financial 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	-3,499	Closed	-$309K	–	653
2025 Q4	$309K	Sell	3,499 -1,851	-35%	-$156K	0.03%	485
2025 Q3	$421K	Sell	5,350 -5,363	-50%	-$429K	0.04%	398
2025 Q2	$870K	Sell	10,713 -4,116	-28%	-$328K	0.08%	243
2025 Q1	$1.22M	Sell	14,829 -1,327	-8%	-$119K	0.13%	165
2024 Q4	$1.43M	Sell	16,156 -2,186	-12%	-$196K	0.15%	133
2024 Q3	$1.66M	Buy	18,342 +383	+2%	+$33.3K	0.19%	109
2024 Q2	$1.52M	Buy	17,959 +310	+2%	+$26.3K	0.18%	109
2024 Q1	$1.55M	Buy	17,649 +13,895	+370%	+$1.18M	0.2%	103
2023 Q4	$316K	Buy	3,754 +361	+11%	+$27K	0.05%	259
2023 Q3	$265K	Buy	3,393 +50	+1%	+$4.46K	0.05%	249
2023 Q2	$329K	Sell	3,343 -115	-3%	-$11.1K	0.06%	230
2023 Q1	$324K	Sell	3,458 -95	-3%	-$8.87K	0.06%	218
2022 Q4	$319K	Sell	3,553 -200	-5%	-$17.6K	0.07%	199
2022 Q3	$320K	Buy	3,753 +20	+0.5%	+$1.85K	0.07%	185
2022 Q2	$317K	Buy	3,733 +156	+4%	+$14.7K	0.07%	210
2022 Q1	$401K	Buy	3,577 +51	+1%	+$5.44K	0.06%	211
2021 Q4	$414K	Sell	3,526 -35	-1%	-$4.24K	0.06%	205
2021 Q3	$446K	Sell	3,561 -225	-6%	-$28.7K	0.07%	195
2021 Q2	$489K	Buy	+3,786	New	+$465K	0.08%	184
2021 Q1	–	Sell	-4,236	Closed	-$482K	–	272
2020 Q4	$482K	Buy	+4,236	New	+$446K	0.09%	190
2020 Q3	–	Sell	-4,453	Closed	-$398K	–	266
2020 Q2	$398K	Buy	4,453 +15	+0.3%	+$1.25K	0.1%	139
2020 Q1	$354K	Buy	4,438 +734	+20%	+$59.7K	0.13%	101
2019 Q4	$324K	Sell	3,704 -130	-3%	-$10.6K	0.13%	87
2019 Q3	$310K	Sell	3,834 -1,100	-22%	-$88.4K	0.15%	81
2019 Q2	$403K	Buy	+4,934	New	+$385K	0.17%	77

Other funds holding XHE

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MIH

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

Clear Creek Financial Management's XHE Position: Q1 2026 in Review

Clear Creek Financial Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2026, closing a stake of 3,499 shares — an estimated $309K sold.

Clear Creek Financial Management first reported a position in XHE in Q2 2019 and held it in 25 quarters. The position peaked at $1.66M in Q3 2024. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Clear Creek Financial Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2026 after selling out during the quarter.
Clear Creek Financial Management sold 3,499 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $309K.
Clear Creek Financial Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2019 and held it in 25 quarters.
Clear Creek Financial Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $1.66M in Q3 2024.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.