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Sound Income Strategies’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-402
Closed -$31.6K – 2415
2026
Q1 		$31.6K Sell
402
-50
-11% -$4.27K ﹤0.01% 998
2025
Q4 		$40.5K Buy
452
+342
+311% +$28.7K ﹤0.01% 874
2025
Q3 		$8.78K Hold
110
– – ﹤0.01% 1044
2025
Q2 		$8.93K Hold
110
– – ﹤0.01% 965
2025
Q1 		$9.04K Hold
110
– – ﹤0.01% 930
2024
Q4 		$9.74K Hold
110
– – ﹤0.01% 848
2024
Q3 		$9.96K Hold
110
– – ﹤0.01% 796
2024
Q2 		$9.29K Hold
110
– – ﹤0.01% 791
2024
Q1 		$9.67K Buy
+110
New +$9.34K ﹤0.01% 761

Other funds holding XHE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sound Income Strategies's XHE Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2026, closing a stake of 402 shares — an estimated $31.6K sold.

Sound Income Strategies first reported a position in XHE in Q1 2024 and held it in 9 quarters. The position peaked at $40.5K in Q4 2025. 56 funds tracked by Wall St. Rank hold XHE as of Q2 2026.

  • Sound Income Strategies reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 402 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2026, an estimated $31.6K.
  • Sound Income Strategies first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2024 and held it in 9 quarters.
  • Sound Income Strategies's State Street SPDR S&P Health Care Equipment ETF position peaked at $40.5K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.