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

Waverly Advisors’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	$380K	Hold	4,855	–	–	﹤0.01%	1207
2025 Q4	$428K	Hold	4,855	–	–	﹤0.01%	1064
2025 Q3	$382K	Hold	4,855	–	–	﹤0.01%	948
2025 Q2	$394K	Hold	4,855	–	–	﹤0.01%	878
2025 Q1	$399K	Hold	4,855	–	–	﹤0.01%	837
2024 Q4	$430K	Buy	+4,855	New	+$436K	0.01%	718

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

Waverly Advisors's XHE Position: Q1 2026 in Review

Waverly Advisors held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q1 2026 at 4,855 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Waverly Advisors first reported a position in XHE in Q4 2024 and has held it in 6 quarters since. The position peaked at $430K in Q4 2024. 73 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Waverly Advisors held 4,855 shares of State Street SPDR S&P Health Care Equipment ETF worth $380K as of Q1 2026.
Waverly Advisors left its State Street SPDR S&P Health Care Equipment ETF share count unchanged in Q1 2026.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1207 holding.
Waverly Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2024 and has held it in 6 quarters since.
Waverly Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $430K in Q4 2024.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.