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

FWL Investment 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
Q2 		$16.8K Hold
200
– – ﹤0.01% 273
2026
Q1 		$15.6K Hold
200
– – ﹤0.01% 234
2025
Q4 		$17.6K Hold
200
– – ﹤0.01% 230
2025
Q3 		$15.8K Buy
+200
New +$16K ﹤0.01% 218

Other funds holding XHE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
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

FWL Investment Management's XHE Position: Q2 2026 in Review

FWL Investment Management held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q2 2026 at 200 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

FWL Investment Management first reported a position in XHE in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.6K in Q4 2025. 76 funds tracked by Wall St. Rank hold XHE as of Q2 2026.

  • FWL Investment Management held 200 shares of State Street SPDR S&P Health Care Equipment ETF worth $16.8K as of Q2 2026.
  • FWL Investment Management 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 ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #273 holding.
  • FWL Investment Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2025 and has held it in 4 quarters since.
  • FWL Investment Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $17.6K 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 FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.