Advisor Group’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Advisor Group’s Portfolio XHS Stock Details XHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$43K	Buy	588 +13	+2%	+$890	﹤0.01%	3513
2019 Q3	$36K	Sell	575 -675	-54%	-$44.4K	﹤0.01%	3613
2019 Q2	$83K	Sell	1,250 -16	-1%	-$1.03K	﹤0.01%	2998
2019 Q1	$82K	Sell	1,266 -1,197	-49%	-$80.5K	﹤0.01%	3028
2018 Q4	$154K	Sell	2,463 -274	-10%	-$19.6K	﹤0.01%	2289
2018 Q3	$210K	Buy	2,737 +1,902	+228%	+$140K	﹤0.01%	2127
2018 Q2	$58K	Hold	835	–	–	﹤0.01%	2968
2018 Q1	$52K	Hold	835	–	–	﹤0.01%	3035
2017 Q4	$51K	Hold	835	–	–	﹤0.01%	3069
2017 Q3	$51K	Hold	835	–	–	﹤0.01%	2928
2017 Q2	$54K	Hold	835	–	–	﹤0.01%	2799
2017 Q1	$48K	Sell	835 -19	-2%	-$1.08K	﹤0.01%	2747
2016 Q4	$45K	Hold	854	–	–	﹤0.01%	2696
2016 Q3	$47K	Sell	854 -511	-37%	-$28.9K	﹤0.01%	2597
2016 Q2	$77K	Buy	+1,365	New	+$77.9K	﹤0.01%	2112

Other funds holding XHS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's XHS Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR S&P Health Care Services ETF (XHS) stake by 2.3% in Q4 2019, buying an estimated $890 and bringing the position to 588 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #3513.

Advisor Group first reported a position in XHS in Q2 2016 and has held it in 15 quarters since. The position peaked at $210K in Q3 2018. 38 funds tracked by Wall St. Rank hold XHS as of Q4 2019.

Advisor Group held 588 shares of State Street SPDR S&P Health Care Services ETF worth $43K as of Q4 2019.
Advisor Group bought 13 State Street SPDR S&P Health Care Services ETF shares in Q4 2019, an estimated $890.
State Street SPDR S&P Health Care Services ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3513 holding.
Advisor Group first reported a position in State Street SPDR S&P Health Care Services ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's State Street SPDR S&P Health Care Services ETF position peaked at $210K in Q3 2018.
38 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.