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Waverly Advisors’s 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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$394K Hold
4,855
– – ﹤0.01% 877
2025
Q1 		$399K Hold
4,855
– – ﹤0.01% 837
2024
Q4 		$430K Buy
+4,855
New +$430K 0.01% 716