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

Strategic Wealth Partners’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	$3.12K	Buy	+37	New	+$3K	﹤0.01%	1141
2019 Q4	–	Sell	-58	Closed	-$4	–	517
2019 Q3	$4	Hold	58	–	–	﹤0.01%	667
2019 Q2	$4K	Hold	58	–	–	﹤0.01%	666
2019 Q1	$5K	Hold	58	–	–	﹤0.01%	644
2018 Q4	$4K	Hold	58	–	–	﹤0.01%	598
2018 Q3	$5K	Sell	58 -36	-38%	-$3.01K	﹤0.01%	562
2018 Q2	$7K	Hold	94	–	–	﹤0.01%	607
2018 Q1	$7K	Buy	94 +36	+62%	+$2.45K	﹤0.01%	609
2017 Q4	$4K	Buy	+58	New	+$3.74K	﹤0.01%	643

Other funds holding XHE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Strategic Wealth Partners's XHE Position: Q2 2026 in Review

Strategic Wealth Partners opened a new position in State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2026: 37 shares worth $3.12K. The stake represents ﹤0.01% of the portfolio and ranks #1141 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in XHE as recently as Q3 2019.

Strategic Wealth Partners first reported a position in XHE in Q4 2017 and has held it in 9 quarters since. The position peaked at $7K in Q2 2018. 76 funds tracked by Wall St. Rank hold XHE as of Q2 2026.

Strategic Wealth Partners held 37 shares of State Street SPDR S&P Health Care Equipment ETF worth $3.12K as of Q2 2026.
State Street SPDR S&P Health Care Equipment ETF was a new Strategic Wealth Partners position in Q2 2026.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1141 holding.
Strategic Wealth Partners first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2017 and has held it in 9 quarters since.
Strategic Wealth Partners's State Street SPDR S&P Health Care Equipment ETF position peaked at $7K in Q2 2018.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.