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

Trek Financial’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 Q3	$13.9M	Buy	+153,129	New	+$14M	0.64%	40

Other funds holding XHE

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Livelsberger Financial Advisory Ashland, Ohio $18.6M AUM

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CFP

Comprehensive Financial Planning East Petersburg, Pennsylvania $185M AUM 41.39% 1-Year Est. Return

Trek Financial's XHE Position: Q3 2026 in Review

Trek Financial opened a new position in State Street SPDR S&P Health Care Equipment ETF (XHE) in Q3 2026: 153,129 shares worth $13.9M. The stake represents 0.64% of the portfolio and ranks #40 among its holdings.

17 funds tracked by Wall St. Rank hold XHE as of Q3 2026.

Trek Financial held 153,129 shares of State Street SPDR S&P Health Care Equipment ETF worth $13.9M as of Q3 2026.
State Street SPDR S&P Health Care Equipment ETF was a new Trek Financial position in Q3 2026.
State Street SPDR S&P Health Care Equipment ETF made up 0.64% of Trek Financial's portfolio in Q3 2026, its #40 holding.
17 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q3 2026.

Based on Trek Financial's 13F filing for Q3 2026, filed 29 Oct 2026.