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

SFI 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 Q1	–	Sell	-41,966	Closed	-$3.71M	–	89
2024 Q4	$3.71M	Buy	41,966 +750	+2%	+$67.3K	2.61%	15
2024 Q3	$3.73M	Buy	41,216 +45	+0.1%	+$3.91K	2.66%	16
2024 Q2	$3.48M	Buy	41,171 +131	+0.3%	+$11.1K	2.68%	17
2024 Q1	$3.61M	Buy	41,040 +22,388	+120%	+$1.9M	2.83%	16
2023 Q4	$1.57M	Buy	+18,652	New	+$1.39M	1.34%	27

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

SFI Advisors's XHE Position: Q1 2025 in Review

SFI Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2025, closing a stake of 41,966 shares — an estimated $3.71M sold.

SFI Advisors first reported a position in XHE in Q4 2023 and held it in 5 quarters. The position peaked at $3.73M in Q3 2024. 86 funds tracked by Wall St. Rank hold XHE as of Q1 2025.

SFI Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2025 after selling out during the quarter.
SFI Advisors sold 41,966 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2025, an estimated $3.71M.
SFI Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2023 and held it in 5 quarters.
SFI Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $3.73M in Q3 2024.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2025.

Based on SFI Advisors's 13F filing for Q1 2025, filed 13 May 2025.