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

Barnes Dennig Private 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
2026 Q2	$28.3K	Buy	+214	New	+$24.3K	0.02%	194

Other funds holding XHS

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return

BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

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

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

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

First Growth Capital Pikesville, Maryland $132M AUM

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return