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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Sell
4,921
-194
-4% -$15.8K 0.04% 141
2025
Q1
$420K Sell
5,115
-6,557
-56% -$539K 0.04% 132
2024
Q4
$1.03M Hold
11,672
0.11% 94
2024
Q3
$1.06M Buy
11,672
+57
+0.5% +$5.16K 0.12% 92
2024
Q2
$980K Sell
11,615
-2,809
-19% -$237K 0.12% 89
2024
Q1
$1.27M Sell
14,424
-1,457
-9% -$128K 0.16% 78
2023
Q4
$1.34M Sell
15,881
-2,557
-14% -$215K 0.19% 77
2023
Q3
$1.44M Sell
18,438
-2,310
-11% -$180K 0.24% 72
2023
Q2
$2.04M Sell
20,748
-933
-4% -$91.8K 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% +$989 0.4% 56
2022
Q3
$1.87M Sell
21,914
-132
-0.6% -$11.3K 0.41% 55
2022
Q2
$1.87M Sell
22,046
-6
-0% -$509 0.4% 53
2022
Q1
$2.47M Buy
22,052
+647
+3% +$72.5K 0.45% 47
2021
Q4
$2.51M Buy
21,405
+76
+0.4% +$8.92K 0.44% 46
2021
Q3
$2.67M Buy
21,329
+44
+0.2% +$5.51K 0.53% 46
2021
Q2
$2.75M Sell
21,285
-36
-0.2% -$4.65K 0.55% 43
2021
Q1
$2.55M Buy
21,321
+221
+1% +$26.4K 0.58% 41
2020
Q4
$2.7M Sell
21,100
-92
-0.4% -$11.8K 0.62% 37
2020
Q3
$2.17M Sell
21,192
-386
-2% -$39.6K 0.6% 39
2020
Q2
$2.04M Sell
21,578
-516
-2% -$48.8K 0.64% 39
2020
Q1
$1.76M Sell
22,094
-201
-0.9% -$16K 0.68% 40
2019
Q4
$1.97M Sell
22,295
-598
-3% -$52.8K 0.66% 42
2019
Q3
$1.85M Buy
22,893
+1,048
+5% +$84.8K 0.7% 44
2019
Q2
$1.78M Buy
21,845
+2,629
+14% +$214K 0.73% 45
2019
Q1
$1.54M Buy
19,216
+10,211
+113% +$820K 0.68% 45
2018
Q4
$631K Buy
+9,005
New +$631K 0.35% 68