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

Northwestern Mutual 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	$64.4K	Buy	823 +317	+63%	+$27.1K	﹤0.01%	2348
2025 Q4	$44.7K	Sell	506 -37	-7%	-$3.11K	﹤0.01%	2447
2025 Q3	$42.8K	Sell	543 -211	-28%	-$16.9K	﹤0.01%	2387
2025 Q2	$61.2K	Sell	754 -60	-7%	-$4.79K	﹤0.01%	2173
2025 Q1	$66.9K	Sell	814 -12	-1%	-$1.07K	﹤0.01%	2074
2024 Q4	$73.1K	Buy	826 +77	+10%	+$6.91K	﹤0.01%	2034
2024 Q3	$67.8K	Sell	749 -24	-3%	-$2.09K	﹤0.01%	2046
2024 Q2	$65.2K	Sell	773 -14	-2%	-$1.19K	﹤0.01%	1992
2024 Q1	$69.2K	Buy	787 +194	+33%	+$16.5K	﹤0.01%	1951
2023 Q4	$50K	Sell	593 -1,374	-70%	-$103K	﹤0.01%	2064
2023 Q3	$154K	Hold	1,967	–	–	﹤0.01%	1554
2023 Q2	$194K	Sell	1,967 -3,828	-66%	-$369K	﹤0.01%	1472
2023 Q1	$543K	Sell	5,795 -13,844	-70%	-$1.29M	﹤0.01%	1096
2022 Q4	$1.77M	Buy	19,639 +904	+5%	+$79.5K	﹤0.01%	696
2022 Q3	$1.6M	Buy	18,735 +711	+4%	+$65.9K	﹤0.01%	685
2022 Q2	$1.53M	Sell	18,024 -786	-4%	-$74K	﹤0.01%	697
2022 Q1	$2.11M	Sell	18,810 -3,437	-15%	-$366K	﹤0.01%	629
2021 Q4	$2.61M	Sell	22,247 -7,675	-26%	-$929K	﹤0.01%	554
2021 Q3	$3.74M	Buy	29,922 +164	+0.6%	+$20.9K	0.01%	434
2021 Q2	$3.85M	Buy	29,758 +1,463	+5%	+$180K	0.01%	418
2021 Q1	$3.38M	Buy	28,295 +7,245	+34%	+$874K	0.01%	412
2020 Q4	$2.4M	Buy	21,050 +2,279	+12%	+$240K	0.01%	438
2020 Q3	$1.83M	Buy	+18,771	New	+$1.78M	﹤0.01%	441
2020 Q1	–	Sell	-51	Closed	-$4K	–	2775
2019 Q4	$4K	Sell	51 -122	-71%	-$9.93K	﹤0.01%	2135
2019 Q3	$14K	Hold	173	–	–	﹤0.01%	1841
2019 Q2	$14K	Hold	173	–	–	﹤0.01%	1855
2019 Q1	$14K	Sell	173 -202	-54%	-$15.6K	﹤0.01%	1855
2018 Q4	$26K	Buy	375 +40	+12%	+$3.06K	﹤0.01%	1508
2018 Q3	$29K	Buy	+335	New	+$28K	﹤0.01%	1515

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

Northwestern Mutual Wealth Management's XHE Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 63% in Q1 2026, buying an estimated $27.1K and bringing the position to 823 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

Northwestern Mutual Wealth Management first reported a position in XHE in Q3 2018 and has held it in 29 quarters since. The position peaked at $3.85M in Q2 2021. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Northwestern Mutual Wealth Management held 823 shares of State Street SPDR S&P Health Care Equipment ETF worth $64.4K as of Q1 2026.
Northwestern Mutual Wealth Management bought 317 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $27.1K.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2348 holding.
Northwestern Mutual Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2018 and has held it in 29 quarters since.
Northwestern Mutual Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $3.85M in Q2 2021.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.