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

Osaic Holdings’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	$345K	Sell	4,414 -401	-8%	-$34.2K	﹤0.01%	3698
2025 Q4	$425K	Sell	4,815 -2,615	-35%	-$220K	﹤0.01%	3483
2025 Q3	$604K	Sell	7,430 -53	-0.7%	-$4.24K	﹤0.01%	3279
2025 Q2	$608K	Sell	7,483 -45	-0.6%	-$3.59K	﹤0.01%	2963
2025 Q1	$619K	Sell	7,528 -2,477	-25%	-$221K	﹤0.01%	2676
2024 Q4	$886K	Sell	10,005 -142	-1%	-$12.7K	﹤0.01%	2298
2024 Q3	$918K	Buy	10,147 +1,725	+20%	+$150K	﹤0.01%	2318
2024 Q2	$711K	Sell	8,422 -1,537	-15%	-$130K	﹤0.01%	2475
2024 Q1	$876K	Sell	9,959 -380	-4%	-$32.3K	﹤0.01%	2470
2023 Q4	$871K	Sell	10,339 -3,616	-26%	-$270K	﹤0.01%	2662
2023 Q3	$1.09M	Buy	13,955 +1,618	+13%	+$144K	﹤0.01%	2562
2023 Q2	$1.21M	Sell	12,337 -387	-3%	-$37.3K	﹤0.01%	2320
2023 Q1	$1.19M	Sell	12,724 -1,790	-12%	-$167K	﹤0.01%	2287
2022 Q4	$1.3M	Sell	14,514 -927	-6%	-$81.6K	﹤0.01%	2123
2022 Q3	$1.32M	Sell	15,441 -171	-1%	-$15.9K	﹤0.01%	1962
2022 Q2	$1.33M	Sell	15,612 -7,695	-33%	-$724K	﹤0.01%	2006
2022 Q1	$2.63M	Sell	23,307 -7,131	-23%	-$760K	0.01%	1701
2021 Q4	$3.57M	Sell	30,438 -5,510	-15%	-$667K	0.01%	1326
2021 Q3	$4.5M	Sell	35,948 -8,087	-18%	-$1.03M	0.01%	1122
2021 Q2	$5.69M	Buy	44,035 +5,666	+15%	+$695K	0.01%	973
2021 Q1	$4.59M	Buy	38,369 +13,992	+57%	+$1.69M	0.01%	1012
2020 Q4	$2.78M	Buy	24,377 +3,892	+19%	+$409K	0.01%	1208
2020 Q3	$2M	Sell	20,485 -9,594	-32%	-$910K	0.01%	1308
2020 Q2	$2.69M	Sell	30,079 -18,203	-38%	-$1.52M	0.01%	1070
2020 Q1	$3.46M	Buy	+48,282	New	+$3.93M	0.01%	771

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

Osaic Holdings's XHE Position: Q1 2026 in Review

Osaic Holdings reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 8.3% in Q1 2026, selling an estimated $34.2K and leaving 4,414 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #3698.

Osaic Holdings first reported a position in XHE in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.69M in Q2 2021. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Osaic Holdings held 4,414 shares of State Street SPDR S&P Health Care Equipment ETF worth $345K as of Q1 2026.
Osaic Holdings sold 401 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $34.2K.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3698 holding.
Osaic Holdings first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2020 and has held it in 25 quarters since.
Osaic Holdings's State Street SPDR S&P Health Care Equipment ETF position peaked at $5.69M 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 Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.