Janney Montgomery Scott
XHE icon

Janney Montgomery Scott’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Janney Montgomery Scott’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
2025
Q4 		– Sell
-2,604
Closed -$205K – 3037
2025
Q3 		$205K Buy
2,604
+25
+1% +$2K ﹤0.01% 2724
2025
Q2 		$209K Hold
2,579
– – ﹤0.01% 2548
2025
Q1 		$212K Hold
2,579
– – ﹤0.01% 2504
2024
Q4 		$228K Buy
+2,579
New +$232K ﹤0.01% 2484
2023
Q3 		– Sell
-2,220
Closed -$218K – 2777
2023
Q2 		$218K Sell
2,220
-38
-2% -$3.66K ﹤0.01% 2417
2023
Q1 		$211K Sell
2,258
-344
-13% -$32.1K ﹤0.01% 2260
2022
Q4 		$234K Buy
+2,602
New +$229K ﹤0.01% 2277
2022
Q2 		– Sell
-2,822
Closed -$316K – 2459
2022
Q1 		$316K Sell
2,822
-182
-6% -$19.4K ﹤0.01% 1860
2021
Q4 		$352K Sell
3,004
-1,402
-32% -$170K ﹤0.01% 1915
2021
Q3 		$551K Buy
4,406
+959
+28% +$122K ﹤0.01% 1592
2021
Q2 		$445K Sell
3,447
-46
-1% -$5.64K ﹤0.01% 1703
2021
Q1 		$418K Sell
3,493
-298
-8% -$35.9K ﹤0.01% 1665
2020
Q4 		$432K Sell
3,791
-64
-2% -$6.73K ﹤0.01% 1663
2020
Q3 		$375K Sell
3,855
-137
-3% -$13K ﹤0.01% 1586
2020
Q2 		$357K Hold
3,992
– – ﹤0.01% 1534
2020
Q1 		$286K Sell
3,992
-56
-1% -$4.55K ﹤0.01% 1509
2019
Q4 		$347K Sell
4,048
-1,000
-20% -$81.4K ﹤0.01% 1635
2019
Q3 		$394K Sell
5,048
-1,626
-24% -$131K ﹤0.01% 1535
2019
Q2 		$546K Sell
6,674
-2,600
-28% -$203K ﹤0.01% 1382
2019
Q1 		$745K Buy
+9,274
New +$715K 0.01% 1181
2018
Q4 		– Sell
-25,043
Closed -$2.2M – 2068
2018
Q3 		$2.2M Buy
25,043
+478
+2% +$40K 0.02% 662
2018
Q2 		$1.92M Buy
+24,565
New +$1.84M 0.02% 698

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Janney Montgomery Scott's XHE Position: Q4 2025 in Review

Janney Montgomery Scott sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2025, closing a stake of 2,604 shares — an estimated $205K sold.

Janney Montgomery Scott first reported a position in XHE in Q2 2018 and held it in 22 quarters. The position peaked at $2.2M in Q3 2018. 76 funds tracked by Wall St. Rank hold XHE as of Q4 2025.

  • Janney Montgomery Scott reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 2,604 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2025, an estimated $205K.
  • Janney Montgomery Scott first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2018 and held it in 22 quarters.
  • Janney Montgomery Scott's State Street SPDR S&P Health Care Equipment ETF position peaked at $2.2M in Q3 2018.
  • 76 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2025.

Based on Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.