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

World Investment 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
2025 Q1	–	Sell	-2,870	Closed	-$254K	–	1118
2024 Q4	$254K	Sell	2,870 -58	-2%	-$5.21K	0.01%	879
2024 Q3	$265K	Buy	2,928 +2	+0.1%	+$174	0.01%	779
2024 Q2	$247K	Sell	2,926 -106	-3%	-$8.99K	0.02%	542
2024 Q1	$267K	Buy	3,032 +58	+2%	+$4.92K	0.04%	324
2023 Q4	$251K	Sell	2,974 -632	-18%	-$47.2K	0.03%	335
2023 Q3	$282K	Hold	3,606	–	–	0.06%	210
2023 Q2	$355K	Hold	3,606	–	–	0.07%	178
2023 Q1	$338K	Sell	3,606 -38	-1%	-$3.55K	0.07%	171
2022 Q4	$328K	Hold	3,644	–	–	0.08%	169
2022 Q3	$311K	Hold	3,644	–	–	0.07%	179
2022 Q2	$354K	Sell	3,644 -180	-5%	-$16.9K	0.07%	180
2022 Q1	$428K	Hold	3,824	–	–	0.09%	164
2021 Q4	$409K	Buy	3,824 +6	+0.2%	+$726	0.09%	170
2021 Q3	$478K	Buy	3,818 +367	+11%	+$46.9K	0.11%	128
2021 Q2	$446K	Buy	3,451 +254	+8%	+$31.2K	0.1%	140
2021 Q1	$368K	Buy	3,197 +1,103	+53%	+$133K	0.09%	154
2020 Q4	$270K	Buy	+2,094	New	+$220K	0.07%	179

Other funds holding XHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

World Investment Advisors's XHE Position: Q1 2025 in Review

World Investment Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2025, closing a stake of 2,870 shares — an estimated $254K sold.

World Investment Advisors first reported a position in XHE in Q4 2020 and held it in 17 quarters. The position peaked at $478K in Q3 2021. 86 funds tracked by Wall St. Rank hold XHE as of Q1 2025.

World Investment Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2025 after selling out during the quarter.
World Investment Advisors sold 2,870 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2025, an estimated $254K.
World Investment Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2020 and held it in 17 quarters.
World Investment Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $478K in Q3 2021.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.