Compass Financial Management
XHS icon

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

Compass Financial 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
Q3 		$618K Buy
+4,670
New +$631K 0.07% 253

Other funds holding XHS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Finivi Inc
Finivi Inc Westborough, Massachusetts $210M AUM 21.22% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
BlueDoor Private Wealth
BlueDoor Private Wealth Beverly, Massachusetts $236M AUM 14.87% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return
IBEX Wealth Advisors
IBEX Wealth Advisors Bedminster, New Jersey $1.29B AUM 49.29% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Compass Financial Management's XHS Position: Q3 2026 in Review

Compass Financial Management opened a new position in State Street SPDR S&P Health Care Services ETF (XHS) in Q3 2026: 4,670 shares worth $618K. The stake represents 0.07% of the portfolio and ranks #253 among its holdings.

30 funds tracked by Wall St. Rank hold XHS as of Q3 2026.

  • Compass Financial Management held 4,670 shares of State Street SPDR S&P Health Care Services ETF worth $618K as of Q3 2026.
  • State Street SPDR S&P Health Care Services ETF was a new Compass Financial Management position in Q3 2026.
  • State Street SPDR S&P Health Care Services ETF made up 0.07% of Compass Financial Management's portfolio in Q3 2026, its #253 holding.
  • 30 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.