KAS
XHE icon

Kestra Advisory Services’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Kestra Advisory Services’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 		$498K Sell
6,368
-100
-2% -$8.54K ﹤0.01% 2227
2025
Q4 		$571K Buy
6,468
+97
+2% +$8.15K ﹤0.01% 2048
2025
Q3 		$502K Buy
+6,371
New +$509K ﹤0.01% 2068
2022
Q3 		– Sell
-2,991
Closed -$254K – 2251
2022
Q2 		$254K Buy
+2,991
New +$282K ﹤0.01% 1740
2021
Q3 		– Sell
-1,735
Closed -$224K – 2187
2021
Q2 		$224K Sell
1,735
-366
-17% -$44.9K ﹤0.01% 1787
2021
Q1 		$251K Sell
2,101
-8,409
-80% -$1.01M ﹤0.01% 1577
2020
Q4 		$1.19M Buy
10,510
+10,363
+7,050% +$1.09M 0.01% 783
2020
Q3 		$907K Buy
+147
New +$13.9K 0.02% 658

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return