MAI Capital Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

MAI Capital Management’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	$15.6K	Hold	200	–	–	﹤0.01%	2925
2025 Q4	$17.6K	Hold	200	–	–	﹤0.01%	2586
2025 Q3	$15.8K	Hold	200	–	–	﹤0.01%	2516
2025 Q2	$16.2K	Hold	200	–	–	﹤0.01%	2462
2025 Q1	$16.4K	Hold	200	–	–	﹤0.01%	2272
2024 Q4	$17.7K	Buy	+200	New	+$18K	﹤0.01%	2279

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

MAI Capital Management's XHE Position: Q1 2026 in Review

MAI Capital Management held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q1 2026 at 200 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2925.

MAI Capital Management first reported a position in XHE in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.7K in Q4 2024. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

MAI Capital Management held 200 shares of State Street SPDR S&P Health Care Equipment ETF worth $15.6K as of Q1 2026.
MAI Capital Management left its State Street SPDR S&P Health Care Equipment ETF share count unchanged in Q1 2026.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2925 holding.
MAI Capital Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2024 and has held it in 6 quarters since.
MAI Capital Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $17.7K in Q4 2024.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.