Jones Financial Companies’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Jones Financial Companies’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	$80.4K	Sell	1,043 -59	-5%	-$5.04K	﹤0.01%	2761
2025 Q4	$97.2K	Sell	1,102 -310	-22%	-$26.1K	﹤0.01%	2227
2025 Q3	$110K	Sell	1,412 -56	-4%	-$4.48K	﹤0.01%	2048
2025 Q2	$119K	Sell	1,468 -391	-21%	-$31.2K	﹤0.01%	1861
2025 Q1	$152K	Buy	1,859 +243	+15%	+$21.7K	﹤0.01%	1601
2024 Q4	$143K	Buy	1,616 +417	+35%	+$37.4K	﹤0.01%	1493
2024 Q3	$108K	Buy	1,199 +1,012	+541%	+$88K	﹤0.01%	1370
2024 Q2	$15.8K	Sell	187 -138	-42%	-$11.7K	﹤0.01%	1615
2024 Q1	$28.6K	Buy	325 +295	+983%	+$25K	﹤0.01%	831
2023 Q4	$2.53K	Buy	+30	New	+$2.24K	﹤0.01%	880

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

Jones Financial Companies's XHE Position: Q1 2026 in Review

Jones Financial Companies reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 5.4% in Q1 2026, selling an estimated $5.04K and leaving 1,043 shares worth $80.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

Jones Financial Companies first reported a position in XHE in Q4 2023 and has held it in 10 quarters since. The position peaked at $152K in Q1 2025. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Jones Financial Companies held 1,043 shares of State Street SPDR S&P Health Care Equipment ETF worth $80.4K as of Q1 2026.
Jones Financial Companies sold 59 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $5.04K.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2761 holding.
Jones Financial Companies first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2023 and has held it in 10 quarters since.
Jones Financial Companies's State Street SPDR S&P Health Care Equipment ETF position peaked at $152K in Q1 2025.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.