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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.45K	Sell	95 -25	-21%	-$2.13K	﹤0.01%	3472
2025 Q4	$10.6K	Hold	120	–	–	﹤0.01%	3456
2025 Q3	$9.46K	Hold	120	–	–	﹤0.01%	3339
2025 Q2	$9.76K	Sell	120 -75	-38%	-$5.98K	﹤0.01%	3222
2025 Q1	$16K	Sell	195 -25	-11%	-$2.23K	﹤0.01%	2939
2024 Q4	$19.5K	Hold	220	–	–	﹤0.01%	2812
2024 Q3	$19.9K	Hold	220	–	–	﹤0.01%	2717
2024 Q2	$18.6K	Buy	220 +175	+389%	+$14.9K	﹤0.01%	2650
2024 Q1	$3.97K	Hold	45	–	–	﹤0.01%	3215
2023 Q4	$3.8K	Hold	45	–	–	﹤0.01%	3199
2023 Q3	$3.52K	Sell	45 -3,211	-99%	-$287K	﹤0.01%	2907
2023 Q2	$320K	Buy	3,256 +3,211	+7,136%	+$309K	﹤0.01%	1425
2023 Q1	$4.22K	Hold	45	–	–	﹤0.01%	2838
2022 Q4	$4	Buy	+45	New	+$3.96K	﹤0.01%	3865
2021 Q4	–	Sell	-9,264	Closed	-$1.16M	–	1710
2021 Q3	$1.16M	Buy	+9,264	New	+$1.18M	0.03%	474
2019 Q1	–	Sell	-3,480	Closed	-$244	–	716
2018 Q4	$244	Buy	3,480 +238	+7%	+$18.2K	0.02%	543
2018 Q3	$285K	Buy	3,242 +576	+22%	+$48.2K	0.02%	508
2018 Q2	$210	Buy	+2,666	New	+$200K	0.02%	507
2017 Q3	–	Sell	-173	Closed	-$10.6K	–	1140
2017 Q2	$10.6K	Buy	+173	New	+$10K	﹤0.01%	947