VCM
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Vivaldi Capital Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Vivaldi Capital Management’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 		$335K Buy
4,279
+678
+19% +$57.9K 0.05% 213
2025
Q4 		$318K Buy
3,601
+387
+12% +$32.5K 0.04% 209
2025
Q3 		$253K Buy
3,214
+209
+7% +$16.7K 0.04% 244
2025
Q2 		$244K Sell
3,005
-508
-14% -$40.5K 0.04% 253
2025
Q1 		$289K Buy
3,513
+756
+27% +$67.6K 0.05% 212
2024
Q4 		$264K Buy
2,757
+336
+14% +$30.2K 0.04% 228
2024
Q3 		$219K Sell
2,421
-175
-7% -$15.2K 0.06% 203
2024
Q2 		$219K Sell
2,596
-175
-6% -$14.9K 0.06% 209
2024
Q1 		$236K Buy
+2,771
New +$235K 0.07% 194

Other funds holding XHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return