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

UBS Group’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	$2.82M	Sell	36,099 -15,196	-30%	-$1.3M	﹤0.01%	4642
2025 Q4	$4.53M	Sell	51,295 -2,047	-4%	-$172K	﹤0.01%	4140
2025 Q3	$4.2M	Sell	53,342 -17,425	-25%	-$1.39M	﹤0.01%	4225
2025 Q2	$5.75M	Buy	70,767 +1,722	+2%	+$137K	﹤0.01%	3731
2025 Q1	$5.68M	Buy	69,045 +19,118	+38%	+$1.71M	﹤0.01%	3661
2024 Q4	$4.42M	Sell	49,927 -3,698	-7%	-$332K	﹤0.01%	3966
2024 Q3	$4.85M	Sell	53,625 -3,460	-6%	-$301K	﹤0.01%	3103
2024 Q2	$4.82M	Buy	57,085 +493	+0.9%	+$41.8K	﹤0.01%	2903
2024 Q1	$4.98M	Sell	56,592 -14,588	-20%	-$1.24M	﹤0.01%	2980
2023 Q4	$6M	Sell	71,180 -8,908	-11%	-$665K	﹤0.01%	2593
2023 Q3	$6.25M	Sell	80,088 -2,554	-3%	-$228K	﹤0.01%	2364
2023 Q2	$8.13M	Sell	82,642 -3,046	-4%	-$293K	﹤0.01%	2136
2023 Q1	$8.02M	Sell	85,688 -7,768	-8%	-$725K	﹤0.01%	2069
2022 Q4	$8.4M	Buy	93,456 +1,900	+2%	+$167K	﹤0.01%	2049
2022 Q3	$7.81M	Buy	91,556 +18,994	+26%	+$1.76M	﹤0.01%	1990
2022 Q2	$6.16M	Buy	72,562 +1,275	+2%	+$120K	﹤0.01%	2202
2022 Q1	$7.99M	Sell	71,287 -1,253	-2%	-$134K	﹤0.01%	2120
2021 Q4	$8.51M	Buy	72,540 +547	+0.8%	+$66.2K	﹤0.01%	2294
2021 Q3	$9.01M	Sell	71,993 -12,917	-15%	-$1.65M	﹤0.01%	2108
2021 Q2	$11M	Sell	84,910 -406	-0.5%	-$49.8K	﹤0.01%	1948
2021 Q1	$10.2M	Sell	85,316 -879	-1%	-$106K	﹤0.01%	1930
2020 Q4	$9.81M	Sell	86,195 -15,738	-15%	-$1.66M	﹤0.01%	1863
2020 Q3	$9.92M	Buy	101,933 +2,142	+2%	+$203K	﹤0.01%	1648
2020 Q2	$8.92M	Buy	99,791 +7,900	+9%	+$658K	﹤0.01%	1591
2020 Q1	$6.59M	Sell	91,891 -47,094	-34%	-$3.83M	﹤0.01%	1703
2019 Q4	$11.9M	Buy	138,985 +1,597	+1%	+$130K	﹤0.01%	1800
2019 Q3	$10.7M	Sell	137,388 -25,259	-16%	-$2.03M	﹤0.01%	1712
2019 Q2	$13.3M	Sell	162,647 -3,026	-2%	-$236K	0.01%	1527
2019 Q1	$13.3M	Buy	165,673 +49,453	+43%	+$3.81M	0.01%	1450
2018 Q4	$8.14M	Sell	116,220 -24,604	-17%	-$1.88M	﹤0.01%	1742
2018 Q3	$12.4M	Buy	140,824 +95,644	+212%	+$8M	﹤0.01%	1596
2018 Q2	$3.53M	Buy	45,180 +16,792	+59%	+$1.26M	﹤0.01%	2646
2018 Q1	$1.98M	Buy	28,388 +2,497	+10%	+$170K	﹤0.01%	3154
2017 Q4	$1.67M	Buy	25,891 +446	+2%	+$28.8K	﹤0.01%	3354
2017 Q3	$1.6M	Sell	25,445 -9,061	-26%	-$556K	﹤0.01%	3318
2017 Q2	$2.12M	Sell	34,506 -12,318	-26%	-$715K	﹤0.01%	2961
2017 Q1	$2.63M	Buy	46,824 +15,618	+50%	+$835K	﹤0.01%	2679
2016 Q4	$1.55M	Buy	31,206 +7,844	+34%	+$390K	﹤0.01%	3141
2016 Q3	$1.21M	Buy	23,362 +20,683	+772%	+$1.05M	﹤0.01%	3278
2016 Q2	$126K	Buy	2,679 +418	+18%	+$18.6K	﹤0.01%	4876
2016 Q1	$96K	Sell	2,261 -6,053	-73%	-$244K	﹤0.01%	5016
2015 Q4	$371K	Hold	8,314	–	–	﹤0.01%	4184
2015 Q3	$359K	Hold	8,314	–	–	﹤0.01%	4171
2015 Q2	$392K	Sell	8,314 -2,184	-21%	-$103K	﹤0.01%	4318
2015 Q1	$501K	Sell	10,498 -70	-0.7%	-$3.19K	﹤0.01%	4144
2014 Q4	$460K	Buy	+10,568	New	+$436K	﹤0.01%	4276

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

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

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

UBS Group's XHE Position: Q1 2026 in Review

UBS Group reduced its State Street SPDR S&P Health Care Equipment ETF (XHE) stake by 30% in Q1 2026, selling an estimated $1.3M and leaving 36,099 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #4642.

UBS Group first reported a position in XHE in Q4 2014 and has held it in 46 quarters since. The position peaked at $13.3M in Q1 2019. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

UBS Group held 36,099 shares of State Street SPDR S&P Health Care Equipment ETF worth $2.82M as of Q1 2026.
UBS Group sold 15,196 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2026, an estimated $1.3M.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4642 holding.
UBS Group first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's State Street SPDR S&P Health Care Equipment ETF position peaked at $13.3M in Q1 2019.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.