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

B. Riley 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
2021 Q4	–	Sell	-2,225	Closed	-$232K	–	697
2021 Q3	$232K	Hold	2,225	–	–	0.02%	524
2021 Q2	$254K	Sell	2,225 -82	-4%	-$9.11K	0.03%	339
2021 Q1	$245K	Sell	2,307 -235	-9%	-$24.6K	0.03%	324
2020 Q4	$246K	Buy	+2,542	New	+$222K	0.03%	295

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

B. Riley Wealth Management's XHS Position: Q4 2021 in Review

B. Riley Wealth Management sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q4 2021, closing a stake of 2,225 shares — an estimated $232K sold.

B. Riley Wealth Management first reported a position in XHS in Q4 2020 and held it in 4 quarters. The position peaked at $254K in Q2 2021. 51 funds tracked by Wall St. Rank hold XHS as of Q4 2021.

B. Riley Wealth Management reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q4 2021 after selling out during the quarter.
B. Riley Wealth Management sold 2,225 State Street SPDR S&P Health Care Services ETF shares in Q4 2021, an estimated $232K.
B. Riley Wealth Management first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2020 and held it in 4 quarters.
B. Riley Wealth Management's State Street SPDR S&P Health Care Services ETF position peaked at $254K 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 B. Riley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.