MGB Wealth Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

MGB Wealth 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
2025 Q4	$237K	Hold	2,690	–	–	0.07%	197
2025 Q3	$212K	Sell	2,690 -474	-15%	-$37.9K	0.06%	218
2025 Q2	$257K	Sell	3,164 -189	-6%	-$15.1K	0.08%	185
2025 Q1	$276K	Sell	3,353 -577	-15%	-$51.6K	0.1%	177
2024 Q4	$348K	Hold	3,930	–	–	0.11%	147
2024 Q3	$356K	Sell	3,930 -224	-5%	-$19.5K	0.13%	145
2024 Q2	$361K	Hold	4,154	–	–	0.13%	141
2024 Q1	$365K	Sell	4,154 -65	-2%	-$5.52K	0.15%	139
2023 Q4	$356K	Buy	+4,219	New	+$315K	0.18%	137

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

Goldman Sachs New York $871B AUM 31.28% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MGB Wealth Management's XHE Position: Q4 2025 in Review

MGB Wealth Management held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q4 2025 at 2,690 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #197.

MGB Wealth Management first reported a position in XHE in Q4 2023 and has held it in 9 quarters since. The position peaked at $365K in Q1 2024. 76 funds tracked by Wall St. Rank hold XHE as of Q4 2025.

MGB Wealth Management held 2,690 shares of State Street SPDR S&P Health Care Equipment ETF worth $237K as of Q4 2025.
MGB Wealth Management left its State Street SPDR S&P Health Care Equipment ETF share count unchanged in Q4 2025.
State Street SPDR S&P Health Care Equipment ETF made up 0.07% of MGB Wealth Management's portfolio in Q4 2025, its #197 holding.
MGB Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $365K in Q1 2024.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.