Means Investment Company’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Means Investment Company’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	$222K	Sell	2,834 -381	-12%	-$32.5K	0.02%	185
2025 Q4	$284K	Sell	3,215 -974	-23%	-$81.9K	0.02%	163
2025 Q3	$330K	Sell	4,189 -732	-15%	-$58.5K	0.03%	154
2025 Q2	$400K	Sell	4,921 -194	-4%	-$15.5K	0.04%	141
2025 Q1	$420K	Sell	5,115 -6,557	-56%	-$586K	0.04%	132
2024 Q4	$1.03M	Hold	11,672	–	–	0.11%	94
2024 Q3	$1.06M	Buy	11,672 +57	+0.5%	+$4.96K	0.12%	92
2024 Q2	$980K	Sell	11,615 -2,809	-19%	-$238K	0.12%	89
2024 Q1	$1.27M	Sell	14,424 -1,457	-9%	-$124K	0.16%	78
2023 Q4	$1.34M	Sell	15,881 -2,557	-14%	-$191K	0.19%	77
2023 Q3	$1.44M	Sell	18,438 -2,310	-11%	-$206K	0.24%	72
2023 Q2	$2.04M	Sell	20,748 -933	-4%	-$89.9K	0.32%	59
2023 Q1	$2.03M	Sell	21,681 -244	-1%	-$22.8K	0.36%	57
2022 Q4	$1.97M	Buy	21,925 +11	+0.1%	+$968	0.4%	56
2022 Q3	$1.87M	Sell	21,914 -132	-0.6%	-$12.2K	0.41%	55
2022 Q2	$1.87M	Sell	22,046 -6	-0%	-$565	0.4%	53
2022 Q1	$2.47M	Buy	22,052 +647	+3%	+$69K	0.45%	47
2021 Q4	$2.51M	Buy	21,405 +76	+0.4%	+$9.2K	0.44%	46
2021 Q3	$2.67M	Buy	21,329 +44	+0.2%	+$5.62K	0.53%	46
2021 Q2	$2.75M	Sell	21,285 -36	-0.2%	-$4.42K	0.55%	43
2021 Q1	$2.55M	Buy	21,321 +221	+1%	+$26.6K	0.58%	41
2020 Q4	$2.7M	Sell	21,100 -92	-0.4%	-$9.68K	0.62%	37
2020 Q3	$2.17M	Sell	21,192 -386	-2%	-$36.6K	0.6%	39
2020 Q2	$2.04M	Sell	21,578 -516	-2%	-$43K	0.64%	39
2020 Q1	$1.75M	Sell	22,094 -201	-0.9%	-$16.3K	0.68%	40
2019 Q4	$1.97M	Sell	22,295 -598	-3%	-$48.7K	0.66%	42
2019 Q3	$1.85M	Buy	22,893 +1,048	+5%	+$84.3K	0.7%	44
2019 Q2	$1.77M	Buy	21,845 +2,629	+14%	+$205K	0.73%	45
2019 Q1	$1.54M	Buy	19,216 +10,211	+113%	+$788K	0.68%	45
2018 Q4	$631K	Buy	+9,005	New	+$689K	0.35%	68

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

Means Investment Company's XHE Position: Q1 2026 in Review

Means Investment Company reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 12% in Q1 2026, selling an estimated $32.5K and leaving 2,834 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #185.

Means Investment Company first reported a position in XHE in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.75M in Q2 2021. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Means Investment Company held 2,834 shares of State Street SPDR S&P Health Care Equipment ETF worth $222K as of Q1 2026.
Means Investment Company sold 381 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $32.5K.
State Street SPDR S&P Health Care Equipment ETF made up 0.02% of Means Investment Company's portfolio in Q1 2026, its #185 holding.
Means Investment Company first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2018 and has held it in 30 quarters since.
Means Investment Company's State Street SPDR S&P Health Care Equipment ETF position peaked at $2.75M in Q2 2021.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.