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

Cornerstone Advisory’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	$674K	Hold	8,000	–	–	0.06%	145
2026 Q1	$626K	Hold	8,000	–	–	0.06%	137
2025 Q4	$706K	Hold	8,000	–	–	0.07%	121
2025 Q3	$630K	Hold	8,000	–	–	0.06%	138
2025 Q2	$650K	Hold	8,000	–	–	0.07%	129
2025 Q1	$628K	Hold	8,000	–	–	0.07%	125
2024 Q4	$731K	Hold	8,000	–	–	0.08%	110
2024 Q3	$724K	Hold	8,000	–	–	0.1%	102
2024 Q2	$675K	Hold	8,000	–	–	0.1%	107
2024 Q1	$704K	Hold	8,000	–	–	0.1%	113
2023 Q4	$674K	Hold	8,000	–	–	0.11%	113
2023 Q3	$625K	Hold	8,000	–	–	0.11%	112
2023 Q2	$787K	Hold	8,000	–	–	0.14%	98
2023 Q1	$749K	Hold	8,000	–	–	0.13%	108
2022 Q4	$719K	Hold	8,000	–	–	0.14%	99
2022 Q3	$683K	Hold	8,000	–	–	0.15%	94
2022 Q2	$679K	Hold	8,000	–	–	0.16%	96
2022 Q1	$896K	Hold	8,000	–	–	0.14%	119
2021 Q4	$938K	Hold	8,000	–	–	0.13%	117
2021 Q3	$1M	Hold	8,000	–	–	0.17%	99
2021 Q2	$1.03M	Hold	8,000	–	–	0.17%	95
2021 Q1	$957K	Hold	8,000	–	–	0.18%	95
2020 Q4	$911K	Hold	8,000	–	–	0.18%	101
2020 Q3	$779K	Hold	8,000	–	–	0.18%	101
2020 Q2	$715K	Buy	8,000 +2,000	+33%	+$167K	0.19%	91
2020 Q1	$430K	Buy	6,000 +500	+9%	+$40.7K	0.13%	102
2019 Q4	$471K	Sell	5,500 -92	-2%	-$7.49K	0.1%	117
2019 Q3	$437K	Buy	5,592 +92	+2%	+$7.4K	0.09%	117
2019 Q2	$450K	Hold	5,500	–	–	0.1%	109
2019 Q1	$442K	Hold	5,500	–	–	0.1%	110
2018 Q4	$385K	Hold	5,500	–	–	0.1%	107
2018 Q3	$483K	Hold	5,500	–	–	0.14%	93
2018 Q2	$430K	Hold	5,500	–	–	0.14%	100
2018 Q1	$384K	Sell	5,500 -1,500	-21%	-$102K	0.14%	103
2017 Q4	$451K	Hold	7,000	–	–	0.15%	98
2017 Q3	$440K	Hold	7,000	–	–	0.15%	100
2017 Q2	$430K	Buy	7,000 +2,000	+40%	+$116K	0.14%	93
2017 Q1	$281K	Buy	+5,000	New	+$267K	0.14%	94

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

Cornerstone Advisory's XHE Position: Q2 2026 in Review

Cornerstone Advisory held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q2 2026 at 8,000 shares worth $674K. The position accounts for 0.06% of the portfolio, ranked #145.

Cornerstone Advisory first reported a position in XHE in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.03M in Q2 2021. 76 funds tracked by Wall St. Rank hold XHE as of Q2 2026.

Cornerstone Advisory held 8,000 shares of State Street SPDR S&P Health Care Equipment ETF worth $674K as of Q2 2026.
Cornerstone Advisory 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 0.06% of Cornerstone Advisory's portfolio in Q2 2026, its #145 holding.
Cornerstone Advisory first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2017 and has held it in 38 quarters since.
Cornerstone Advisory's State Street SPDR S&P Health Care Equipment ETF position peaked at $1.03M in Q2 2021.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.