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

Meridian Financial’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	-2,475	Closed	-$219K	–	128
2024 Q4	$219K	Sell	2,475 -100	-4%	-$8.98K	0.15%	107
2024 Q3	$233K	Sell	2,575 -26	-1%	-$2.26K	0.16%	117
2024 Q2	$220K	Hold	2,601	–	–	0.16%	116
2024 Q1	$229K	Hold	2,601	–	–	0.17%	111
2023 Q4	$219K	Buy	+2,601	New	+$194K	0.17%	103
2023 Q3	–	Sell	-2,501	Closed	-$246K	–	101
2023 Q2	$246K	Hold	2,501	–	–	0.22%	84
2023 Q1	$234K	Sell	2,501 -74	-3%	-$6.91K	0.23%	88
2022 Q4	$231K	Hold	2,575	–	–	0.24%	82
2022 Q3	$220K	Hold	2,575	–	–	0.26%	80
2022 Q2	$219K	Buy	2,575 +300	+13%	+$28.2K	0.25%	80
2022 Q1	$255K	Buy	2,275 +550	+32%	+$58.6K	0.26%	73
2021 Q4	$202K	Buy	+1,725	New	+$209K	0.19%	97

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

Meridian Financial's XHE Position: Q1 2025 in Review

Meridian Financial sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2025, closing a stake of 2,475 shares — an estimated $219K sold.

Meridian Financial first reported a position in XHE in Q4 2021 and held it in 12 quarters. The position peaked at $255K in Q1 2022. 86 funds tracked by Wall St. Rank hold XHE as of Q1 2025.

Meridian Financial reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2025 after selling out during the quarter.
Meridian Financial sold 2,475 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2025, an estimated $219K.
Meridian Financial first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2021 and held it in 12 quarters.
Meridian Financial's State Street SPDR S&P Health Care Equipment ETF position peaked at $255K in Q1 2022.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2025.

Based on Meridian Financial's 13F filing for Q1 2025, filed 25 Apr 2025.