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

Principal Securities’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 Q4	–	Sell	-13	Closed	-$1.02K	–	3525
2025 Q3	$1.02K	Hold	13	–	–	﹤0.01%	3402
2025 Q2	$1.06K	Sell	13 -100	-88%	-$7.98K	﹤0.01%	3322
2025 Q1	$10K	Hold	113	–	–	﹤0.01%	2523
2024 Q4	$10K	Hold	113	–	–	﹤0.01%	2519
2024 Q3	$10.2K	Hold	113	–	–	﹤0.01%	2430
2024 Q2	$9.54K	Hold	113	–	–	﹤0.01%	2414
2024 Q1	$9.94K	Buy	113 +77	+214%	+$6.54K	﹤0.01%	2344
2023 Q4	$3.03K	Buy	+36	New	+$2.69K	﹤0.01%	2699

Other funds holding XHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Principal Securities's XHE Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2025, closing a stake of 13 shares — an estimated $1.02K sold.

Principal Securities first reported a position in XHE in Q4 2023 and held it in 8 quarters. The position peaked at $10.2K in Q3 2024. 76 funds tracked by Wall St. Rank hold XHE as of Q4 2025.

Principal Securities reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 13 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2025, an estimated $1.02K.
Principal Securities first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's State Street SPDR S&P Health Care Equipment ETF position peaked at $10.2K in Q3 2024.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.