Kovitz Investment Group Partners’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Kovitz Investment Group Partners’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	-3,592	Closed	-$283K	–	1353
2025 Q3	$283K	Sell	3,592 -2,965	-45%	-$237K	﹤0.01%	1223
2025 Q2	$532K	Buy	6,557 +2,323	+55%	+$185K	﹤0.01%	949
2025 Q1	$348K	Sell	4,234 -1,341	-24%	-$120K	﹤0.01%	1008
2024 Q4	$493K	Buy	5,575 +311	+6%	+$27.9K	﹤0.01%	894
2024 Q3	$476K	Sell	5,264 -129	-2%	-$11.2K	﹤0.01%	763
2024 Q2	$455K	Sell	5,393 -412	-7%	-$35K	﹤0.01%	663
2024 Q1	$510K	Buy	+5,805	New	+$493K	0.01%	502

Other funds holding XHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Kovitz Investment Group Partners's XHE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2025, closing a stake of 3,592 shares — an estimated $283K sold.

Kovitz Investment Group Partners first reported a position in XHE in Q1 2024 and held it in 7 quarters. The position peaked at $532K in Q2 2025. 76 funds tracked by Wall St. Rank hold XHE as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 3,592 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2025, an estimated $283K.
Kovitz Investment Group Partners first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's State Street SPDR S&P Health Care Equipment ETF position peaked at $532K in Q2 2025.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.