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

NewEdge Advisors’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 Q2	$8.02K	Hold	95	–	–	﹤0.01%	3598
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	-$244K	–	716
2018 Q4	$244K	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	$210K	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

Other funds holding XHE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

NewEdge Advisors's XHE Position: Q2 2026 in Review

NewEdge Advisors held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q2 2026 at 95 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3598.

NewEdge Advisors first reported a position in XHE in Q2 2017 and has held it in 20 quarters since. The position peaked at $1.16M in Q3 2021. 76 funds tracked by Wall St. Rank hold XHE as of Q2 2026.

NewEdge Advisors held 95 shares of State Street SPDR S&P Health Care Equipment ETF worth $8.02K as of Q2 2026.
NewEdge Advisors left its State Street SPDR S&P Health Care Equipment ETF share count unchanged in Q2 2026.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3598 holding.
NewEdge Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2017 and has held it in 20 quarters since.
NewEdge Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $1.16M in Q3 2021.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.