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

Harbour Investments’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	$598K	Buy	7,645 +6,481	+557%	+$553K	0.01%	977
2025 Q4	$103K	Hold	1,164	–	–	﹤0.01%	1619
2025 Q3	$91.7K	Hold	1,164	–	–	﹤0.01%	1610
2025 Q2	$94.5K	Hold	1,164	–	–	﹤0.01%	1530
2025 Q1	$95.7K	Hold	1,164	–	–	﹤0.01%	1454
2024 Q4	$103K	Hold	1,164	–	–	﹤0.01%	1342
2024 Q3	$105K	Hold	1,164	–	–	﹤0.01%	1294
2024 Q2	$98.3K	Hold	1,164	–	–	﹤0.01%	1252
2024 Q1	$102K	Sell	1,164 -6	-0.5%	-$509	﹤0.01%	1206
2023 Q4	$98.6K	Buy	1,170 +6	+0.5%	+$448	﹤0.01%	1143
2023 Q3	$90.9K	Hold	1,164	–	–	﹤0.01%	1088
2023 Q2	$115K	Sell	1,164 -35	-3%	-$3.37K	0.01%	999
2023 Q1	$112K	Sell	1,199 -264	-18%	-$24.7K	0.01%	991
2022 Q4	$132K	Buy	1,463 +1,232	+533%	+$108K	0.01%	897
2022 Q3	$20K	Hold	231	–	–	﹤0.01%	1655
2022 Q2	$20K	Buy	+231	New	+$21.7K	﹤0.01%	1655
2021 Q4	$35K	Sell	300 -8,092	-96%	-$980K	﹤0.01%	1426
2021 Q3	$1.05M	Buy	8,392 +5	+0.1%	+$638	0.03%	428
2021 Q2	$1.08M	Buy	8,387 +6	+0.1%	+$736	0.03%	432
2021 Q1	$1M	Buy	+8,381	New	+$1.01M	0.04%	416

Other funds holding XHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Harbour Investments's XHE Position: Q1 2026 in Review

Harbour Investments increased its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 557% in Q1 2026, buying an estimated $553K and bringing the position to 7,645 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #977.

Harbour Investments first reported a position in XHE in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.08M in Q2 2021. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Harbour Investments held 7,645 shares of State Street SPDR S&P Health Care Equipment ETF worth $598K as of Q1 2026.
Harbour Investments bought 6,481 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $553K.
State Street SPDR S&P Health Care Equipment ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #977 holding.
Harbour Investments first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's State Street SPDR S&P Health Care Equipment ETF position peaked at $1.08M in Q2 2021.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.