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 Q2	$69.8K	Sell	809 -234	-22%	-$18.9K	﹤0.01%	2983
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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Jones Financial Companies's XHE Position: Q2 2026 in Review

Jones Financial Companies reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 22% in Q2 2026, selling an estimated $18.9K and leaving 809 shares worth $69.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2983.

Jones Financial Companies first reported a position in XHE in Q4 2023 and has held it in 11 quarters since. The position peaked at $152K in Q1 2025. 76 funds tracked by Wall St. Rank hold XHE as of Q2 2026.

Jones Financial Companies held 809 shares of State Street SPDR S&P Health Care Equipment ETF worth $69.8K as of Q2 2026.
Jones Financial Companies sold 234 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2026, an estimated $18.9K.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2983 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 11 quarters since.
Jones Financial Companies's State Street SPDR S&P Health Care Equipment ETF position peaked at $152K in Q1 2025.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.