Comprehensive Financial Planning’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Comprehensive Financial Planning’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	$12.7K	Hold	150	–	–	0.01%	268
2026 Q1	$11.8K	Hold	150	–	–	0.01%	255
2025 Q4	$13.3K	Hold	150	–	–	0.01%	235
2025 Q3	$11.8K	Hold	150	–	–	0.01%	235
2025 Q2	$12.2K	Hold	150	–	–	0.01%	223
2025 Q1	$12.3K	Hold	150	–	–	0.01%	201
2024 Q4	$13.3K	Buy	+150	New	+$13.5K	0.01%	225

Other funds holding XHE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Comprehensive Financial Planning's XHE Position: Q2 2026 in Review

Comprehensive Financial Planning held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q2 2026 at 150 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #268.

Comprehensive Financial Planning first reported a position in XHE in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.3K in Q4 2024. 76 funds tracked by Wall St. Rank hold XHE as of Q2 2026.

Comprehensive Financial Planning held 150 shares of State Street SPDR S&P Health Care Equipment ETF worth $12.7K as of Q2 2026.
Comprehensive Financial Planning 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 Comprehensive Financial Planning's portfolio in Q2 2026, its #268 holding.
Comprehensive Financial Planning first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's State Street SPDR S&P Health Care Equipment ETF position peaked at $13.3K in Q4 2024.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.