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 Q2	–	Sell	-200	Closed	-$15.6K	–	4749
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

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

MAI Capital Management's XHE Position: Q2 2026 in Review

MAI Capital Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2026, closing a stake of 200 shares — an estimated $15.6K sold.

MAI Capital Management first reported a position in XHE in Q4 2024 and held it in 6 quarters. The position peaked at $17.7K in Q4 2024. 75 funds tracked by Wall St. Rank hold XHE as of Q2 2026.

MAI Capital Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 200 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2026, an estimated $15.6K.
MAI Capital Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $17.7K in Q4 2024.
75 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.