Pacific Sun Financial’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Pacific Sun Financial’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	$895K	Sell	10,625 -2,342	-18%	-$190K	0.37%	81
2026 Q1	$1.01M	Sell	12,967 -447	-3%	-$38.2K	0.49%	61
2025 Q4	$1.18M	Sell	13,414 -332	-2%	-$27.9K	0.57%	53
2025 Q3	$1.08M	Sell	13,746 -180	-1%	-$14.4K	0.52%	58
2025 Q2	$1.13M	Sell	13,926 -69	-0.5%	-$5.5K	0.59%	52
2025 Q1	$1.15M	Buy	13,995 +446	+3%	+$39.9K	0.65%	46
2024 Q4	$1.2M	Buy	13,549 +398	+3%	+$35.7K	0.65%	44
2024 Q3	$1.19M	Sell	13,151 -810	-6%	-$70.5K	0.66%	44
2024 Q2	$1.18M	Sell	13,961 -501	-3%	-$42.5K	0.7%	42
2024 Q1	$1.27M	Sell	14,462 -906	-6%	-$76.9K	0.74%	41
2023 Q4	$1.29M	Sell	15,368 -1,685	-10%	-$126K	0.82%	36
2023 Q3	$1.33M	Sell	17,053 -413	-2%	-$36.9K	0.92%	31
2023 Q2	$1.63M	Buy	+17,466	New	+$1.68M	1.09%	23
2022 Q4	$1.6M	Sell	17,761 -2,440	-12%	-$215K	1.13%	22
2022 Q3	$1.72M	Sell	20,201 -590	-3%	-$54.7K	1.21%	22
2022 Q2	$1.76M	Buy	20,791 +564	+3%	+$53.1K	1.16%	21
2022 Q1	$2.27M	Buy	20,227 +2,056	+11%	+$219K	1.24%	21
2021 Q4	$2.13M	Buy	18,171 +1,746	+11%	+$211K	1.14%	24
2021 Q3	$2.06M	Buy	+16,425	New	+$2.1M	1.18%	24
2020 Q3	$1.24M	Buy	12,763 +588	+5%	+$55.7K	1.04%	27
2020 Q2	$1.09M	Buy	12,175 +207	+2%	+$17.2K	0.98%	30
2020 Q1	$858K	Buy	11,968 +3,236	+37%	+$263K	0.99%	29
2019 Q4	$748K	Buy	8,732 +367	+4%	+$29.9K	0.66%	52
2019 Q3	$653K	Buy	8,365 +1,365	+20%	+$110K	0.62%	54
2019 Q2	$573K	Buy	+7,000	New	+$546K	0.55%	65

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

Pacific Sun Financial's XHE Position: Q2 2026 in Review

Pacific Sun Financial reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 18% in Q2 2026, selling an estimated $190K and leaving 10,625 shares worth $895K. The position accounts for 0.37% of the portfolio, ranked #81.

Pacific Sun Financial first reported a position in XHE in Q2 2019 and has held it in 25 quarters since. The position peaked at $2.27M in Q1 2022. 76 funds tracked by Wall St. Rank hold XHE as of Q2 2026.

Pacific Sun Financial held 10,625 shares of State Street SPDR S&P Health Care Equipment ETF worth $895K as of Q2 2026.
Pacific Sun Financial sold 2,342 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2026, an estimated $190K.
State Street SPDR S&P Health Care Equipment ETF made up 0.37% of Pacific Sun Financial's portfolio in Q2 2026, its #81 holding.
Pacific Sun Financial first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2019 and has held it in 25 quarters since.
Pacific Sun Financial's State Street SPDR S&P Health Care Equipment ETF position peaked at $2.27M in Q1 2022.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.