PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$416K	Sell	4,937 -83	-2%	-$6.72K	0.11%	121
2026 Q1	$393K	Sell	5,020 -613	-11%	-$52.3K	0.12%	121
2025 Q4	$497K	Sell	5,633 -3,260	-37%	-$274K	0.15%	97
2025 Q3	$700K	Hold	8,893	–	–	0.22%	73
2025 Q2	$722K	Hold	8,893	–	–	0.24%	68
2025 Q1	$731K	Buy	8,893 +950	+12%	+$84.9K	0.27%	60
2024 Q4	$703K	Buy	+7,943	New	+$713K	0.28%	59

Other funds holding XHE

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XHE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 1.7% in Q2 2026, selling an estimated $6.72K and leaving 4,937 shares worth $416K. The position accounts for 0.11% of the portfolio, ranked #121.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XHE in Q4 2024 and has held it in 7 quarters since. The position peaked at $731K in Q1 2025. 33 funds tracked by Wall St. Rank hold XHE as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 4,937 shares of State Street SPDR S&P Health Care Equipment ETF worth $416K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 83 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2026, an estimated $6.72K.
State Street SPDR S&P Health Care Equipment ETF made up 0.11% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #121 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 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.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street SPDR S&P Health Care Equipment ETF position peaked at $731K in Q1 2025.
33 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.