Envestnet Asset Management
XHE icon

Envestnet Asset Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Envestnet Asset 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 		$2.51M Buy
32,044
+3,329
+12% +$284K ﹤0.01% 2839
2025
Q4 		$2.53M Buy
28,715
+750
+3% +$63K ﹤0.01% 2658
2025
Q3 		$2.2M Sell
27,965
-6,714
-19% -$537K ﹤0.01% 2817
2025
Q2 		$2.82M Buy
34,679
+2,224
+7% +$177K ﹤0.01% 2581
2025
Q1 		$2.67M Buy
32,455
+22,376
+222% +$2M ﹤0.01% 2535
2024
Q4 		$892K Sell
10,079
-3,337
-25% -$300K ﹤0.01% 3242
2024
Q3 		$1.21M Sell
13,416
-296
-2% -$25.7K ﹤0.01% 2996
2024
Q2 		$1.16M Sell
13,712
-420
-3% -$35.6K ﹤0.01% 2934
2024
Q1 		$1.24M Sell
14,132
-634
-4% -$53.8K ﹤0.01% 2883
2023
Q4 		$1.24M Buy
14,766
+1,867
+14% +$139K ﹤0.01% 2774
2023
Q3 		$1.01M Sell
12,899
-3,241
-20% -$289K ﹤0.01% 2810
2023
Q2 		$1.59M Buy
16,140
+1,276
+9% +$123K ﹤0.01% 2425
2023
Q1 		$1.39M Buy
14,864
+2,600
+21% +$243K ﹤0.01% 2434
2022
Q4 		$1.1M Sell
12,264
-1,669
-12% -$147K ﹤0.01% 2569
2022
Q3 		$1.19M Sell
13,933
-1,207
-8% -$112K ﹤0.01% 2421
2022
Q2 		$1.28M Sell
15,140
-2,416
-14% -$227K ﹤0.01% 2400
2022
Q1 		$1.97M Sell
17,556
-4,007
-19% -$427K ﹤0.01% 2199
2021
Q4 		$2.53M Sell
21,563
-1,871
-8% -$227K ﹤0.01% 2014
2021
Q3 		$2.93M Buy
23,434
+7,696
+49% +$983K ﹤0.01% 1856
2021
Q2 		$2.03M Buy
15,738
+919
+6% +$113K ﹤0.01% 2044
2021
Q1 		$1.77M Buy
14,819
+11
+0.1% +$1.33K ﹤0.01% 2021
2020
Q4 		$1.69M Sell
14,808
-1,065
-7% -$112K ﹤0.01% 1863
2020
Q3 		$1.54M Sell
15,873
-1,415
-8% -$134K ﹤0.01% 1761
2020
Q2 		$1.55M Buy
17,288
+1,300
+8% +$108K ﹤0.01% 1727
2020
Q1 		$1.15M Buy
15,988
+1,337
+9% +$109K ﹤0.01% 1738
2019
Q4 		$1.25M Buy
14,651
+127
+0.9% +$10.3K ﹤0.01% 1884
2019
Q3 		$1.13M Buy
14,524
+515
+4% +$41.4K ﹤0.01% 1857
2019
Q2 		$1.15M Sell
14,009
-582
-4% -$45.4K ﹤0.01% 1854
2019
Q1 		$1.17M Sell
14,591
-1,213
-8% -$93.6K ﹤0.01% 1799
2018
Q4 		$1.11M Sell
15,804
-93,505
-86% -$7.16M ﹤0.01% 1676
2018
Q3 		$9.6M Buy
+109,309
New +$9.14M 0.02% 318
2016
Q4 		– Sell
-212,924
Closed -$11M – 3351
2016
Q3 		$11M Buy
+212,924
New +$10.8M 0.04% 313

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
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
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Envestnet Asset Management's XHE Position: Q1 2026 in Review

Envestnet Asset Management increased its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 12% in Q1 2026, buying an estimated $284K and bringing the position to 32,044 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2839.

Envestnet Asset Management first reported a position in XHE in Q3 2016 and has held it in 32 quarters since. The position peaked at $11M in Q3 2016. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

  • Envestnet Asset Management held 32,044 shares of State Street SPDR S&P Health Care Equipment ETF worth $2.51M as of Q1 2026.
  • Envestnet Asset Management bought 3,329 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $284K.
  • State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2839 holding.
  • Envestnet Asset Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2016 and has held it in 32 quarters since.
  • Envestnet Asset Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $11M in Q3 2016.
  • 73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.