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

Sunbelt Securities’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	$79.1K	Sell	1,011 -201	-17%	-$17.2K	0.01%	911
2025 Q4	$107K	Sell	1,212 -255	-17%	-$21.4K	0.01%	805
2025 Q3	$116K	Buy	1,467 +1	+0.1%	+$80	0.01%	784
2025 Q2	$130K	Hold	1,466	–	–	0.01%	703
2025 Q1	$120K	Hold	1,466	–	–	0.01%	694
2024 Q4	$129K	Buy	1,466 +161	+12%	+$14.5K	0.01%	702
2024 Q3	$118K	Hold	1,305	–	–	0.01%	722
2024 Q2	$110K	Hold	1,305	–	–	0.01%	710
2024 Q1	$115K	Hold	1,305	–	–	0.01%	681
2023 Q4	$110K	Hold	1,305	–	–	0.01%	653
2023 Q3	$102K	Hold	1,305	–	–	0.01%	651
2023 Q2	$128K	Hold	1,305	–	–	0.02%	574
2023 Q1	$120K	Buy	+1,305	New	+$122K	0.02%	543
2020 Q1	–	Sell	-2,395	Closed	-$205K	–	668
2019 Q4	$205K	Sell	2,395 -575	-19%	-$46.8K	0.02%	536
2019 Q3	$232K	Buy	+2,970	New	+$239K	0.03%	484
2019 Q1	–	Sell	-1,996	Closed	-$399K	–	246
2018 Q4	$399K	Buy	+1,996	New	+$153K	0.23%	115

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

Sunbelt Securities's XHE Position: Q1 2026 in Review

Sunbelt Securities reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 17% in Q1 2026, selling an estimated $17.2K and leaving 1,011 shares worth $79.1K. The position accounts for 0.01% of the portfolio, ranked #911.

Sunbelt Securities first reported a position in XHE in Q4 2018 and has held it in 16 quarters since. The position peaked at $399K in Q4 2018. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Sunbelt Securities held 1,011 shares of State Street SPDR S&P Health Care Equipment ETF worth $79.1K as of Q1 2026.
Sunbelt Securities sold 201 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $17.2K.
State Street SPDR S&P Health Care Equipment ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #911 holding.
Sunbelt Securities first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2018 and has held it in 16 quarters since.
Sunbelt Securities's State Street SPDR S&P Health Care Equipment ETF position peaked at $399K in Q4 2018.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.