Realta Investment Advisors’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Realta Investment Advisors’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	-200	Closed	-$15.8K	–	376
2025 Q3	$15.8K	Hold	200	–	–	0.01%	271
2025 Q2	$16.2K	Hold	200	–	–	0.01%	259
2025 Q1	$16.4K	Hold	200	–	–	0.01%	264
2024 Q4	$18K	Hold	200	–	–	0.01%	284
2024 Q3	$17.6K	Hold	200	–	–	0.01%	280
2024 Q2	$16.9K	Hold	200	–	–	﹤0.01%	633
2024 Q1	$17.6K	Buy	+200	New	+$17K	﹤0.01%	653
2023 Q4	–	Sell	-200	Closed	-$19.7K	–	804
2023 Q3	$19.7K	Sell	200 -877	-81%	-$78.3K	﹤0.01%	615
2023 Q2	$106K	Buy	+1,077	New	+$104K	0.02%	477
2023 Q1	–	Sell	-1,142	Closed	-$103K	–	834
2022 Q4	$103K	Hold	1,142	–	–	0.03%	478
2022 Q3	$97K	Buy	+1,142	New	+$106K	0.03%	457
2020 Q1	–	Sell	-1,219	Closed	-$105K	–	1421
2019 Q4	$105K	Hold	1,219	–	–	0.03%	488
2019 Q3	$95K	Hold	1,219	–	–	0.03%	516
2019 Q2	$100K	Hold	1,219	–	–	0.03%	502
2019 Q1	$97K	Buy	+1,219	New	+$94K	0.04%	398

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

Realta Investment Advisors's XHE Position: Q4 2025 in Review

Realta Investment Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2025, closing a stake of 200 shares — an estimated $15.8K sold.

Realta Investment Advisors first reported a position in XHE in Q1 2019 and held it in 15 quarters. The position peaked at $106K in Q2 2023. 76 funds tracked by Wall St. Rank hold XHE as of Q4 2025.

Realta Investment Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2025 after selling out during the quarter.
Realta Investment Advisors sold 200 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2025, an estimated $15.8K.
Realta Investment Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2019 and held it in 15 quarters.
Realta Investment Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $106K in Q2 2023.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2025.

Based on Realta Investment Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.