Steward Partners Investment Advisory’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Steward Partners Investment Advisory’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	$6.57K	Hold	84	–	–	﹤0.01%	3719
2025 Q4	$7.41K	Hold	84	–	–	﹤0.01%	3568
2025 Q3	$6.62K	Hold	84	–	–	﹤0.01%	3560
2025 Q2	$6.82K	Hold	84	–	–	﹤0.01%	3368
2025 Q1	$6.91K	Hold	84	–	–	﹤0.01%	3266
2024 Q4	$7.43K	Hold	84	–	–	﹤0.01%	3221
2024 Q3	$7.6K	Hold	84	–	–	﹤0.01%	3054
2024 Q2	$7.09K	Hold	84	–	–	﹤0.01%	2929
2024 Q1	$7.39K	Hold	84	–	–	﹤0.01%	2922
2023 Q4	$7.08K	Hold	84	–	–	﹤0.01%	2834
2023 Q3	$6.56K	Hold	84	–	–	﹤0.01%	2734
2023 Q2	$8.27K	Sell	84 -23	-21%	-$2.21K	﹤0.01%	2631
2023 Q1	$10K	Buy	107 +41	+62%	+$3.83K	﹤0.01%	2539
2022 Q4	$5.93K	Hold	66	–	–	﹤0.01%	2710
2022 Q3	$6K	Hold	66	–	–	﹤0.01%	2729
2022 Q2	$6K	Hold	66	–	–	﹤0.01%	2724
2022 Q1	$7K	Hold	66	–	–	﹤0.01%	2796
2021 Q4	$8K	Hold	66	–	–	﹤0.01%	2697
2021 Q3	$8K	Buy	66 +2	+3%	+$255	﹤0.01%	2694
2021 Q2	$8K	Sell	64 -250	-80%	-$30.7K	﹤0.01%	6336
2021 Q1	$37.6K	Buy	314 +250	+391%	+$30.1K	﹤0.01%	2137
2020 Q4	$7K	Hold	64	–	–	﹤0.01%	2435
2020 Q3	$6K	Hold	64	–	–	﹤0.01%	2327
2020 Q2	$6K	Hold	64	–	–	﹤0.01%	2235
2020 Q1	$4K	Hold	64	–	–	﹤0.01%	2171
2019 Q4	$5K	Hold	64	–	–	﹤0.01%	2262
2019 Q3	$5K	Hold	64	–	–	﹤0.01%	2265
2019 Q2	$5K	Buy	+64	New	+$5K	﹤0.01%	2244
2018 Q4	–	Sell	-64	Closed	-$6K	–	2189
2018 Q3	$6K	Hold	64	–	–	﹤0.01%	2088
2018 Q2	$5K	Hold	64	–	–	﹤0.01%	2021
2018 Q1	$4K	Hold	64	–	–	﹤0.01%	1876
2017 Q4	$4K	Hold	64	–	–	﹤0.01%	1591
2017 Q3	$4K	Hold	64	–	–	﹤0.01%	1371
2017 Q2	$3K	Hold	64	–	–	﹤0.01%	1367
2017 Q1	$3K	Buy	+64	New	+$3.42K	﹤0.01%	1264

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

Steward Partners Investment Advisory's XHE Position: Q1 2026 in Review

Steward Partners Investment Advisory held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q1 2026 at 84 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #3719.

Steward Partners Investment Advisory first reported a position in XHE in Q1 2017 and has held it in 35 quarters since. The position peaked at $37.6K in Q1 2021. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Steward Partners Investment Advisory held 84 shares of State Street SPDR S&P Health Care Equipment ETF worth $6.57K as of Q1 2026.
Steward Partners Investment Advisory left its State Street SPDR S&P Health Care Equipment ETF share count unchanged in Q1 2026.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3719 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2017 and has held it in 35 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P Health Care Equipment ETF position peaked at $37.6K in Q1 2021.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.