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

Modern 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
2026 Q1	–	Sell	-2,959	Closed	-$261K	–	953
2025 Q4	$261K	Sell	2,959 -2,140	-42%	-$180K	﹤0.01%	728
2025 Q3	$402K	Sell	5,099 -14,065	-73%	-$1.12M	0.01%	559
2025 Q2	$1.56M	Buy	19,164 +3,475	+22%	+$277K	0.04%	300
2025 Q1	$1.29M	Buy	15,689 +17	+0.1%	+$1.52K	0.04%	270
2024 Q4	$1.39M	Buy	+15,672	New	+$1.41M	0.05%	223

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

Modern Wealth Management's XHE Position: Q1 2026 in Review

Modern Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2026, closing a stake of 2,959 shares — an estimated $261K sold.

Modern Wealth Management first reported a position in XHE in Q4 2024 and held it in 5 quarters. The position peaked at $1.56M in Q2 2025. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Modern Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 2,959 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $261K.
Modern Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2024 and held it in 5 quarters.
Modern Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $1.56M in Q2 2025.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.