Copia Wealth Management XHE — SPDR S&P HEALTH CARE EQUIPMENT ETF

Ownership history in Copia Wealth Management  ·  6 quarters on record

AI Ownership Summary

Copia Wealth Management reported SPDR S&P HEALTH CARE EQUIPMENT ETF (XHE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows XHE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XHE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Copia Wealth Management's position in SPDR S&P HEALTH CARE EQUIPMENT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XHE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XHE stock page Copia Wealth Management fund profile Copia Wealth Management full holdings
How Copia Wealth Management held XHE — position size vs. price
% of Fund (quarterly)    XHE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 54 — 0% 0.00% $4K 2026-05-04 $80.52
2025 Q4 UNCHANGED — — — 54 — 0% 0.00% $5K 2026-02-06 $86.06
2025 Q3 UNCHANGED — — — 54 — 0% 0.00% $4K 2025-10-31 $79.77
2025 Q2 UNCHANGED — — — 54 — 0% 0.00% $4K 2025-07-28 $79.23
2025 Q1 UNCHANGED — — — 54 — 0% 0.00% $4K 2025-04-17 $75.36
2024 Q4 INITIATED — — — 54 — — 0.00% $5K 2025-03-06 $85.16

🏢 Other funds also holding XHE

As of 2026 Q1 — sorted by position size

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3Y 7Y 0.32% American State Bank (Iowa) 0.18% NTV ASSET MANAGEMENT LLC 3Y 7Y 0.07% Cornerstone Advisory, LLC 3Y 7Y 0.06% Sherman Asset Management, Inc. 0.04% MEANS INVESTMENT CO., INC. 3Y 7Y 0.02% MEITAV INVESTMENT HOUSE LTD 3Y 7Y 0.02% Comprehensive Financial Planning, Inc./PA 0.01% Capital Investment Advisory Services, LLC 3Y 7Y 0.01% N.E.W. Advisory Services LLC 3Y 0.0%

FAQ About Copia Wealth Management and XHE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Copia Wealth Management reported owning XHE?

Copia Wealth Management reported XHE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported XHE position in Copia Wealth Management's portfolio?

The largest reported portfolio weight for XHE was 0.00% in 2024 Q4.

What is the latest reported XHE position on this page?

The most recent filing on this page is 2026 Q1, when Copia Wealth Management reported 54 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this XHE ownership page compare?

The chart compares Copia Wealth Management's quarterly XHE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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