Solutions 4 Wealth’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Solutions 4 Wealth’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	–	Sell	-3,535	Closed	-$312K	–	63
2025 Q4	$312K	Hold	3,535	–	–	0.47%	47
2025 Q3	$278K	Hold	3,535	–	–	0.43%	46
2025 Q2	$287K	Hold	3,535	–	–	0.48%	44
2025 Q1	$291K	Hold	3,535	–	–	0.51%	42
2024 Q4	$313K	Hold	3,535	–	–	0.57%	41
2024 Q3	$320K	Hold	3,535	–	–	0.63%	40
2024 Q2	$298K	Hold	3,535	–	–	0.68%	36
2024 Q1	$311K	Hold	3,535	–	–	0.87%	28
2023 Q4	$298K	Buy	+3,535	New	+$264K	0.97%	26

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

Solutions 4 Wealth's XHE Position: Q1 2026 in Review

Solutions 4 Wealth sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2026, closing a stake of 3,535 shares — an estimated $312K sold.

Solutions 4 Wealth first reported a position in XHE in Q4 2023 and held it in 9 quarters. The position peaked at $320K in Q3 2024. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Solutions 4 Wealth reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2026 after selling out during the quarter.
Solutions 4 Wealth sold 3,535 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $312K.
Solutions 4 Wealth first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2023 and held it in 9 quarters.
Solutions 4 Wealth's State Street SPDR S&P Health Care Equipment ETF position peaked at $320K in Q3 2024.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.