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

Main Street Financial Solutions’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 Q1	–	Sell	-2,786	Closed	-$247K	–	562
2024 Q4	$247K	Sell	2,786 -210	-7%	-$18.9K	0.02%	421
2024 Q3	$271K	Sell	2,996 -1,290	-30%	-$112K	0.02%	444
2024 Q2	$362K	Sell	4,286 -450	-10%	-$38.2K	0.03%	386
2024 Q1	$416K	Sell	4,736 -6	-0.1%	-$509	0.04%	346
2023 Q4	$400K	Sell	4,742 -12	-0.3%	-$896	0.05%	305
2023 Q3	$371K	Sell	4,754 -600	-11%	-$53.5K	0.05%	306
2023 Q2	$527K	Sell	5,354 -90	-2%	-$8.67K	0.07%	251
2023 Q1	$510K	Sell	5,444 -74	-1%	-$6.91K	0.07%	252
2022 Q4	$496K	Sell	5,518 -128	-2%	-$11.3K	0.08%	236
2022 Q3	$482K	Sell	5,646 -11	-0.2%	-$1.02K	0.08%	238
2022 Q2	$480K	Sell	5,657 -50	-0.9%	-$4.71K	0.06%	251
2022 Q1	$639K	Buy	5,707 +40	+0.7%	+$4.26K	0.09%	206
2021 Q4	$665K	Sell	5,667 -11	-0.2%	-$1.33K	0.09%	210
2021 Q3	$710K	Sell	5,678 -44	-0.8%	-$5.62K	0.11%	185
2021 Q2	$739K	Sell	5,722 -400	-7%	-$49.1K	0.12%	175
2021 Q1	$732K	Buy	6,122 +236	+4%	+$28.5K	0.13%	166
2020 Q4	$670K	Buy	+5,886	New	+$619K	0.14%	160

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Main Street Financial Solutions's XHE Position: Q1 2025 in Review

Main Street Financial Solutions sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2025, closing a stake of 2,786 shares — an estimated $247K sold.

Main Street Financial Solutions first reported a position in XHE in Q4 2020 and held it in 17 quarters. The position peaked at $739K in Q2 2021. 86 funds tracked by Wall St. Rank hold XHE as of Q1 2025.

Main Street Financial Solutions reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2025 after selling out during the quarter.
Main Street Financial Solutions sold 2,786 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2025, an estimated $247K.
Main Street Financial Solutions first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and held it in 17 quarters.
Main Street Financial Solutions's State Street SPDR S&P Health Care Equipment ETF position peaked at $739K in Q2 2021.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2025.

Based on Main Street Financial Solutions's 13F filing for Q1 2025, filed 8 May 2025.