AE Wealth Management’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

AE Wealth Management’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
2025 Q2	–	Sell	-166	Closed	-$16.3K	–	2276
2025 Q1	$16.3K	Buy	+166	New	+$16.3K	﹤0.01%	1780
2017 Q4	–	Sell	-3,370	Closed	-$205K	–	466
2017 Q3	$205K	Sell	3,370 -450	-12%	-$27.4K	0.02%	377
2017 Q2	$246K	Buy	+3,820	New	+$231K	0.03%	325

Other funds holding XHS

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

MFG

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

AE Wealth Management's XHS Position: Q2 2025 in Review

AE Wealth Management sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q2 2025, closing a stake of 166 shares — an estimated $16.3K sold.

AE Wealth Management first reported a position in XHS in Q2 2017 and held it in 3 quarters. The position peaked at $246K in Q2 2017. 51 funds tracked by Wall St. Rank hold XHS as of Q2 2025.

AE Wealth Management reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q2 2025 after selling out during the quarter.
AE Wealth Management sold 166 State Street SPDR S&P Health Care Services ETF shares in Q2 2025, an estimated $16.3K.
AE Wealth Management first reported a position in State Street SPDR S&P Health Care Services ETF in Q2 2017 and held it in 3 quarters.
AE Wealth Management's State Street SPDR S&P Health Care Services ETF position peaked at $246K in Q2 2017.
51 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.