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

Fourth Dimension 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	–	Sell	-38	Closed	-$2.98K	–	710
2026 Q1	$2.98K	Hold	38	–	–	﹤0.01%	510
2025 Q4	$3.36K	Hold	38	–	–	﹤0.01%	515
2025 Q3	$3K	Hold	38	–	–	﹤0.01%	513
2025 Q2	$3.09K	Hold	38	–	–	﹤0.01%	517
2025 Q1	$3.13K	Hold	38	–	–	﹤0.01%	525
2024 Q4	$3.37K	Buy	+38	New	+$3.41K	﹤0.01%	525

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

Fourth Dimension Wealth's XHE Position: Q2 2026 in Review

Fourth Dimension Wealth sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2026, closing a stake of 38 shares — an estimated $2.98K sold.

Fourth Dimension Wealth first reported a position in XHE in Q4 2024 and held it in 6 quarters. The position peaked at $3.37K in Q4 2024. 76 funds tracked by Wall St. Rank hold XHE as of Q2 2026.

Fourth Dimension Wealth reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2026 after selling out during the quarter.
Fourth Dimension Wealth sold 38 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2026, an estimated $2.98K.
Fourth Dimension Wealth first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2024 and held it in 6 quarters.
Fourth Dimension Wealth's State Street SPDR S&P Health Care Equipment ETF position peaked at $3.37K 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 Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.