Sandy Spring Bank’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Sandy Spring Bank’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 Q1	–	Sell	-300	Closed	-$26.6K	–	1318
2024 Q4	$26.6K	Hold	300	–	–	﹤0.01%	701
2024 Q3	$27.2K	Hold	300	–	–	﹤0.01%	706
2024 Q2	$25.3K	Hold	300	–	–	﹤0.01%	710
2024 Q1	$26.4K	Hold	300	–	–	﹤0.01%	702
2023 Q4	$25.3K	Hold	300	–	–	﹤0.01%	676
2023 Q3	$23.4K	Hold	300	–	–	﹤0.01%	681
2023 Q2	$29.5K	Hold	300	–	–	﹤0.01%	643
2023 Q1	$28.1K	Hold	300	–	–	﹤0.01%	641
2022 Q4	$27K	Hold	300	–	–	﹤0.01%	644
2022 Q3	$26K	Hold	300	–	–	﹤0.01%	634
2022 Q2	$25K	Hold	300	–	–	﹤0.01%	657
2022 Q1	$34K	Hold	300	–	–	﹤0.01%	620
2021 Q4	$35K	Buy	+300	New	+$36.3K	﹤0.01%	651

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Sandy Spring Bank's XHE Position: Q1 2025 in Review

Sandy Spring Bank sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2025, closing a stake of 300 shares — an estimated $26.6K sold.

Sandy Spring Bank first reported a position in XHE in Q4 2021 and held it in 13 quarters. The position peaked at $35K in Q4 2021. 86 funds tracked by Wall St. Rank hold XHE as of Q1 2025.

Sandy Spring Bank reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 300 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2025, an estimated $26.6K.
Sandy Spring Bank first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2021 and held it in 13 quarters.
Sandy Spring Bank's State Street SPDR S&P Health Care Equipment ETF position peaked at $35K in Q4 2021.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.