Corient Private Wealth’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Corient Private Wealth’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	$749K	Sell	8,890 -698	-7%	-$56.5K	﹤0.01%	1967
2026 Q1	$750K	Hold	9,588	–	–	﹤0.01%	1809
2025 Q4	$846K	Hold	9,588	–	–	﹤0.01%	1594
2025 Q3	$755K	Buy	+9,588	New	+$766K	﹤0.01%	1565
2023 Q2	–	Sell	-3,800	Closed	-$356K	–	2185
2023 Q1	$356K	Buy	3,800 +100	+3%	+$9.34K	﹤0.01%	1525
2022 Q4	$333K	Buy	+3,700	New	+$326K	﹤0.01%	1298

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

Corient Private Wealth's XHE Position: Q2 2026 in Review

Corient Private Wealth reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 7.3% in Q2 2026, selling an estimated $56.5K and leaving 8,890 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Corient Private Wealth first reported a position in XHE in Q4 2022 and has held it in 6 quarters since. The position peaked at $846K in Q4 2025. 76 funds tracked by Wall St. Rank hold XHE as of Q2 2026.

Corient Private Wealth held 8,890 shares of State Street SPDR S&P Health Care Equipment ETF worth $749K as of Q2 2026.
Corient Private Wealth sold 698 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2026, an estimated $56.5K.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1967 holding.
Corient Private Wealth first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2022 and has held it in 6 quarters since.
Corient Private Wealth's State Street SPDR S&P Health Care Equipment ETF position peaked at $846K in Q4 2025.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.