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

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-1,273	Closed	-$132K	–	1800
2021 Q3	$132K	Sell	1,273 -102	-7%	-$11.2K	0.02%	617
2021 Q2	$157K	Buy	1,375 +1,273	+1,248%	+$141K	0.02%	599
2021 Q1	$10K	Hold	102	–	–	﹤0.01%	1209
2020 Q4	$9K	Buy	+102	New	+$8.92K	﹤0.01%	1005

Other funds holding XHS

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

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

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

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arkadios Wealth Advisors's XHS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q4 2021, closing a stake of 1,273 shares — an estimated $132K sold.

Arkadios Wealth Advisors first reported a position in XHS in Q4 2020 and held it in 4 quarters. The position peaked at $157K in Q2 2021. 51 funds tracked by Wall St. Rank hold XHS as of Q4 2021.

Arkadios Wealth Advisors reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,273 State Street SPDR S&P Health Care Services ETF shares in Q4 2021, an estimated $132K.
Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's State Street SPDR S&P Health Care Services ETF position peaked at $157K in Q2 2021.
51 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.