Quantum Private Wealth’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Quantum Private Wealth’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	-2,500	Closed	-$221K	–	179
2025 Q4	$221K	Buy	+2,500	New	+$210K	0.06%	156
2025 Q3	–	Sell	-2,500	Closed	-$203K	–	185
2025 Q2	$203K	Hold	2,500	–	–	0.07%	162
2025 Q1	$206K	Hold	2,500	–	–	0.08%	155
2024 Q4	$221K	Hold	2,500	–	–	0.07%	168
2024 Q3	$226K	Sell	2,500 -1,884	-43%	-$164K	0.08%	166
2024 Q2	$370K	Sell	4,384 -32	-0.7%	-$2.72K	0.13%	132
2024 Q1	$388K	Hold	4,416	–	–	0.14%	127
2023 Q4	$372K	Hold	4,416	–	–	0.16%	121
2023 Q3	$345K	Sell	4,416 -509	-10%	-$45.4K	0.17%	125
2023 Q2	$485K	Hold	4,925	–	–	0.22%	98
2023 Q1	$461K	Buy	4,925 +11	+0.2%	+$1.03K	0.25%	94
2022 Q4	$442K	Hold	4,914	–	–	0.28%	93
2022 Q3	$419K	Hold	4,914	–	–	0.26%	97
2022 Q2	$417K	Sell	4,914 -200	-4%	-$18.8K	0.25%	96
2022 Q1	$572K	Hold	5,114	–	–	0.25%	86
2021 Q4	$599K	Buy	+5,114	New	+$619K	0.23%	91

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

Quantum Private Wealth's XHE Position: Q1 2026 in Review

Quantum Private Wealth sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2026, closing a stake of 2,500 shares — an estimated $221K sold.

Quantum Private Wealth first reported a position in XHE in Q4 2021 and held it in 16 quarters. The position peaked at $599K in Q4 2021. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Quantum Private Wealth reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2026 after selling out during the quarter.
Quantum Private Wealth sold 2,500 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $221K.
Quantum Private Wealth first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2021 and held it in 16 quarters.
Quantum Private Wealth's State Street SPDR S&P Health Care Equipment ETF position peaked at $599K in Q4 2021.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.