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

EP 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
2023
Q1 		– Sell
-1,375
Closed -$117K – 717
2022
Q4 		$117K Buy
+1,375
New +$121K ﹤0.01% 589

Other funds holding XHS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EP Wealth Advisors's XHS Position: Q1 2023 in Review

EP Wealth Advisors sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q1 2023, closing a stake of 1,375 shares — an estimated $117K sold.

EP Wealth Advisors first reported a position in XHS in Q4 2022 and held it in 1 quarter. The position peaked at $117K in Q4 2022. 49 funds tracked by Wall St. Rank hold XHS as of Q1 2023.

  • EP Wealth Advisors reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q1 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 1,375 State Street SPDR S&P Health Care Services ETF shares in Q1 2023, an estimated $117K.
  • EP Wealth Advisors first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2022 and held it in 1 quarter.
  • EP Wealth Advisors's State Street SPDR S&P Health Care Services ETF position peaked at $117K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q1 2023.

Based on EP Wealth Advisors's 13F filing for Q1 2023, filed 5 Jun 2023.