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Park Square Financial Group’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-100
Closed -$8.12K – 973
2025
Q2 		$8.12K Sell
100
-100
-50% -$7.98K 0.01% 639
2025
Q1 		$16.4K Hold
200
– – 0.01% 485
2024
Q4 		$17.7K Buy
+200
New +$18K 0.01% 469

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Park Square Financial Group's XHE Position: Q3 2025 in Review

Park Square Financial Group sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2025, closing a stake of 100 shares — an estimated $8.12K sold.

Park Square Financial Group first reported a position in XHE in Q4 2024 and held it in 3 quarters. The position peaked at $17.7K in Q4 2024. 78 funds tracked by Wall St. Rank hold XHE as of Q3 2025.

  • Park Square Financial Group reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 100 State Street SPDR S&P Health Care Equipment ETF shares in Q3 2025, an estimated $8.12K.
  • Park Square Financial Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's State Street SPDR S&P Health Care Equipment ETF position peaked at $17.7K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.