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

LPL Financial’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	$2.93M	Sell	37,436 -24,115	-39%	-$2.06M	﹤0.01%	3153
2025 Q4	$5.43M	Buy	61,551 +23,480	+62%	+$1.97M	﹤0.01%	2463
2025 Q3	$3M	Sell	38,071 -11,139	-23%	-$890K	﹤0.01%	2946
2025 Q2	$4M	Sell	49,210 -7,347	-13%	-$586K	﹤0.01%	2496
2025 Q1	$4.65M	Sell	56,557 -8,962	-14%	-$801K	﹤0.01%	2210
2024 Q4	$5.8M	Sell	65,519 -27,996	-30%	-$2.51M	﹤0.01%	1956
2024 Q3	$8.46M	Sell	93,515 -8,955	-9%	-$779K	﹤0.01%	1597
2024 Q2	$8.65M	Sell	102,470 -9,955	-9%	-$845K	﹤0.01%	1475
2024 Q1	$9.89M	Buy	112,425 +17,020	+18%	+$1.44M	0.01%	1338
2023 Q4	$8.04M	Sell	95,405 -19,247	-17%	-$1.44M	﹤0.01%	1379
2023 Q3	$8.95M	Sell	114,652 -20,781	-15%	-$1.85M	0.01%	1223
2023 Q2	$13.3M	Buy	135,433 +25,002	+23%	+$2.41M	0.01%	979
2023 Q1	$10.3M	Sell	110,431 -16,905	-13%	-$1.58M	0.01%	1066
2022 Q4	$11.4M	Sell	127,336 -1,517	-1%	-$133K	0.01%	956
2022 Q3	$11M	Sell	128,853 -24,973	-16%	-$2.32M	0.01%	907
2022 Q2	$13.1M	Buy	153,826 +33,258	+28%	+$3.13M	0.01%	833
2022 Q1	$13.5M	Sell	120,568 -14,490	-11%	-$1.54M	0.01%	833
2021 Q4	$15.8M	Buy	135,058 +5,933	+5%	+$718K	0.01%	769
2021 Q3	$16.2M	Buy	129,125 +9,107	+8%	+$1.16M	0.02%	717
2021 Q2	$15.5M	Buy	120,018 +2,229	+2%	+$274K	0.02%	694
2021 Q1	$14.1M	Buy	117,789 +12,904	+12%	+$1.56M	0.02%	680
2020 Q4	$11.9M	Buy	104,885 +11,025	+12%	+$1.16M	0.02%	672
2020 Q3	$9.14M	Buy	93,860 +10,778	+13%	+$1.02M	0.01%	685
2020 Q2	$7.43M	Sell	83,082 -11,715	-12%	-$976K	0.01%	698
2020 Q1	$6.79M	Buy	94,797 +24,697	+35%	+$2.01M	0.01%	634
2019 Q4	$6M	Sell	70,100 -1,275	-2%	-$104K	0.01%	771
2019 Q3	$5.57M	Sell	71,375 -3,006	-4%	-$242K	0.01%	759
2019 Q2	$6.09M	Sell	74,381 -19,140	-20%	-$1.49M	0.01%	707
2019 Q1	$7.51M	Sell	93,521 -82	-0.1%	-$6.33K	0.02%	604
2018 Q4	$6.56M	Sell	93,603 -3,643	-4%	-$279K	0.02%	592
2018 Q3	$8.54M	Buy	97,246 +61,487	+172%	+$5.14M	0.02%	544
2018 Q2	$2.8M	Buy	35,759 +14,604	+69%	+$1.09M	0.01%	950
2018 Q1	$1.48M	Buy	21,155 +3,096	+17%	+$211K	﹤0.01%	1318
2017 Q4	$1.16M	Buy	18,059 +1,670	+10%	+$108K	﹤0.01%	1424
2017 Q3	$1.03M	Buy	16,389 +1,217	+8%	+$74.7K	﹤0.01%	1408
2017 Q2	$931K	Sell	15,172 -687	-4%	-$39.9K	﹤0.01%	1417
2017 Q1	$893K	Buy	15,859 +2,871	+22%	+$153K	0.01%	1327
2016 Q4	$647K	Sell	12,988 -17,429	-57%	-$866K	﹤0.01%	1512
2016 Q3	$1.56M	Buy	+30,417	New	+$1.54M	0.01%	901
2016 Q2	–	Sell	-5,370	Closed	-$229K	–	3008
2016 Q1	$229K	Sell	5,370 -370	-6%	-$14.9K	﹤0.01%	2707
2015 Q4	$248K	Buy	+5,740	New	+$262K	﹤0.01%	2679
2014 Q2	–	Sell	-6,500	Closed	-$255K	–	2757
2014 Q1	$255K	Sell	6,500 -670	-9%	-$26.3K	﹤0.01%	2257
2013 Q4	$274K	Sell	7,170 -742	-9%	-$27.2K	﹤0.01%	2187
2013 Q3	$282K	Buy	+7,912	New	+$265K	﹤0.01%	2054

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

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

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

LPL Financial's XHE Position: Q1 2026 in Review

LPL Financial reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 39% in Q1 2026, selling an estimated $2.06M and leaving 37,436 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #3153.

LPL Financial first reported a position in XHE in Q3 2013 and has held it in 44 quarters since. The position peaked at $16.2M in Q3 2021. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

LPL Financial held 37,436 shares of State Street SPDR S&P Health Care Equipment ETF worth $2.93M as of Q1 2026.
LPL Financial sold 24,115 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $2.06M.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3153 holding.
LPL Financial first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2013 and has held it in 44 quarters since.
LPL Financial's State Street SPDR S&P Health Care Equipment ETF position peaked at $16.2M in Q3 2021.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.