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

IHT Wealth 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	$447K	Buy	5,707 +2,725	+91%	+$233K	0.01%	863
2025 Q4	$263K	Sell	2,982 -258	-8%	-$21.7K	0.01%	1011
2025 Q3	$255K	Buy	+3,240	New	+$259K	0.01%	1008
2023 Q3	–	Sell	-2,917	Closed	-$287K	–	1030
2023 Q2	$287K	Sell	2,917 -277	-9%	-$26.7K	0.02%	744
2023 Q1	$299K	Sell	3,194 -35	-1%	-$3.27K	0.02%	707
2022 Q4	$290K	Hold	3,229	–	–	0.02%	668
2022 Q3	$276K	Buy	3,229 +108	+3%	+$10K	0.02%	649
2022 Q2	$265K	Sell	3,121 -551	-15%	-$51.9K	0.02%	569
2022 Q1	$411K	Sell	3,672 -3,379	-48%	-$360K	0.03%	477
2021 Q4	$827K	Buy	7,051 +285	+4%	+$34.5K	0.06%	307
2021 Q3	$847K	Buy	6,766 +409	+6%	+$52.2K	0.07%	282
2021 Q2	$821K	Sell	6,357 -347	-5%	-$42.6K	0.05%	376
2021 Q1	$802K	Sell	6,704 -96	-1%	-$11.6K	0.06%	323
2020 Q4	$774K	Buy	6,800 +2,944	+76%	+$310K	0.06%	290
2020 Q3	$375K	Buy	3,856 +807	+26%	+$76.5K	0.04%	418
2020 Q2	$273K	Buy	+3,049	New	+$254K	0.04%	437
2019 Q2	–	Sell	-2,491	Closed	-$200K	–	568
2019 Q1	$200K	Buy	+2,491	New	+$192K	0.03%	465
2018 Q4	–	Sell	-2,782	Closed	-$244K	–	518
2018 Q3	$244K	Hold	2,782	–	–	0.05%	367
2018 Q2	$218K	Buy	2,782 +937	+51%	+$70.1K	0.06%	370
2018 Q1	$126K	Hold	1,845	–	–	0.03%	433
2017 Q4	$123K	Hold	1,845	–	–	0.03%	445
2017 Q3	$117K	Buy	1,845 +996	+117%	+$61.2K	0.05%	326
2017 Q2	$128	Buy	+849	New	+$49.3K	0.06%	299

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 $424B AUM 22.94% 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

IHT Wealth Management's XHE Position: Q1 2026 in Review

IHT Wealth Management increased its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 91% in Q1 2026, buying an estimated $233K and bringing the position to 5,707 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #863.

IHT Wealth Management first reported a position in XHE in Q2 2017 and has held it in 23 quarters since. The position peaked at $847K in Q3 2021. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

IHT Wealth Management held 5,707 shares of State Street SPDR S&P Health Care Equipment ETF worth $447K as of Q1 2026.
IHT Wealth Management bought 2,725 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $233K.
State Street SPDR S&P Health Care Equipment ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #863 holding.
IHT Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2017 and has held it in 23 quarters since.
IHT Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $847K in Q3 2021.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.