Rockefeller Capital Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Rockefeller Capital Management’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	$418K	Buy	5,346 +138	+3%	+$11.8K	﹤0.01%	2082
2025 Q4	$460K	Buy	5,208 +159	+3%	+$13.4K	﹤0.01%	1954
2025 Q3	$398K	Buy	+5,049	New	+$404K	﹤0.01%	1887
2023 Q3	–	Sell	-5,486	Closed	-$540K	–	1835
2023 Q2	$540K	Buy	5,486 +146	+3%	+$14.1K	﹤0.01%	1310
2023 Q1	$499K	Sell	5,340 -27	-0.5%	-$2.52K	﹤0.01%	1356
2022 Q4	$482K	Buy	5,367 +4,146	+340%	+$365K	﹤0.01%	1302
2022 Q3	$104K	Buy	1,221 +401	+49%	+$37.2K	﹤0.01%	1972
2022 Q2	$69K	Hold	820	–	–	﹤0.01%	2140
2022 Q1	$91K	Sell	820 -123	-13%	-$13.1K	﹤0.01%	2026
2021 Q4	$110K	Hold	943	–	–	﹤0.01%	1894
2021 Q3	$117K	Buy	943 +67	+8%	+$8.55K	﹤0.01%	1794
2021 Q2	$113K	Buy	876 +236	+37%	+$29K	﹤0.01%	1748
2021 Q1	$76K	Buy	640 +446	+230%	+$53.8K	﹤0.01%	1731
2020 Q4	$22K	Buy	+194	New	+$20.4K	﹤0.01%	1973

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

Rockefeller Capital Management's XHE Position: Q1 2026 in Review

Rockefeller Capital Management increased its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 2.6% in Q1 2026, buying an estimated $11.8K and bringing the position to 5,346 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Rockefeller Capital Management first reported a position in XHE in Q4 2020 and has held it in 14 quarters since. The position peaked at $540K in Q2 2023. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Rockefeller Capital Management held 5,346 shares of State Street SPDR S&P Health Care Equipment ETF worth $418K as of Q1 2026.
Rockefeller Capital Management bought 138 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $11.8K.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2082 holding.
Rockefeller Capital Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and has held it in 14 quarters since.
Rockefeller Capital Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $540K in Q2 2023.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.