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

Prestige Wealth Management 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
2026
Q1 		– Sell
-276
Closed -$24.4K – 1178
2025
Q4 		$24.4K Sell
276
-2
-0.7% -$168 ﹤0.01% 327
2025
Q3 		$21.9K Hold
278
– – ﹤0.01% 352
2025
Q2 		$22.6K Hold
278
– – ﹤0.01% 338
2025
Q1 		$22.9K Sell
278
-51
-16% -$4.56K ﹤0.01% 330
2024
Q4 		$29.1K Hold
329
– – 0.01% 317
2024
Q3 		$29.8K Buy
329
+5
+2% +$435 0.01% 304
2024
Q2 		$27.3K Buy
324
+4
+1% +$339 0.01% 291
2024
Q1 		$28.1K Sell
320
-11
-3% -$934 0.01% 310
2023
Q4 		$27.9K Buy
331
+15
+5% +$1.12K 0.01% 305
2023
Q3 		$24.7K Buy
316
+41
+15% +$3.66K 0.01% 312
2023
Q2 		$27.1K Sell
275
-13
-5% -$1.25K 0.01% 328
2023
Q1 		$27K Sell
288
-74
-20% -$6.91K 0.01% 301
2022
Q4 		$32.5K Buy
362
+320
+762% +$28.2K 0.01% 297
2022
Q3 		$4K Buy
42
+12
+40% +$1.11K ﹤0.01% 634
2022
Q2 		$3K Buy
30
+18
+150% +$1.7K ﹤0.01% 716
2022
Q1 		$1K Hold
12
– – ﹤0.01% 951
2021
Q4 		$1K Hold
12
– – ﹤0.01% 971
2021
Q3 		$2K Hold
12
– – ﹤0.01% 837
2021
Q2 		$2K Hold
12
– – ﹤0.01% 835
2021
Q1 		$1K Buy
+12
New +$1.45K ﹤0.01% 931

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Prestige Wealth Management Group's XHE Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2026, closing a stake of 276 shares — an estimated $24.4K sold.

Prestige Wealth Management Group first reported a position in XHE in Q1 2021 and held it in 20 quarters. The position peaked at $32.5K in Q4 2022. 74 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

  • Prestige Wealth Management Group reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 276 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $24.4K.
  • Prestige Wealth Management Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2021 and held it in 20 quarters.
  • Prestige Wealth Management Group's State Street SPDR S&P Health Care Equipment ETF position peaked at $32.5K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.