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

Raymond James 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 Q1	$990K	Sell	12,660 -19,897	-61%	-$1.7M	﹤0.01%	3852
2025 Q4	$2.87M	Buy	32,557 +22,186	+214%	+$1.86M	﹤0.01%	2971
2025 Q3	$817K	Sell	10,371 -3,005	-22%	-$240K	﹤0.01%	3814
2025 Q2	$1.09M	Buy	13,376 +781	+6%	+$62.3K	﹤0.01%	3521
2025 Q1	$1.04M	Sell	12,595 -3,001	-19%	-$268K	﹤0.01%	3466
2024 Q4	$1.38M	Buy	+15,596	New	+$1.4M	﹤0.01%	3233

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

Raymond James Financial's XHE Position: Q1 2026 in Review

Raymond James Financial reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 61% in Q1 2026, selling an estimated $1.7M and leaving 12,660 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #3852.

Raymond James Financial first reported a position in XHE in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.87M in Q4 2025. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Raymond James Financial held 12,660 shares of State Street SPDR S&P Health Care Equipment ETF worth $990K as of Q1 2026.
Raymond James Financial sold 19,897 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $1.7M.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3852 holding.
Raymond James Financial first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's State Street SPDR S&P Health Care Equipment ETF position peaked at $2.87M in Q4 2025.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.