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

EPG 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
2024 Q4	–	Sell	-53	Closed	-$5.18K	–	443
2024 Q3	$5.18K	Buy	+53	New	+$5.06K	﹤0.01%	394
2024 Q2	–	Sell	-53	Closed	-$4.78K	–	416
2024 Q1	$5.06K	Sell	53 -50	-49%	-$4.48K	﹤0.01%	410
2023 Q4	$9.15K	Hold	103	–	–	﹤0.01%	375
2023 Q3	$8.59K	Hold	103	–	–	﹤0.01%	373
2023 Q2	$9.68K	Hold	103	–	–	﹤0.01%	357
2023 Q1	$8.92K	Hold	103	–	–	﹤0.01%	370
2022 Q4	$8.74K	Hold	103	–	–	﹤0.01%	336
2022 Q3	$9K	Buy	+103	New	+$9.66K	﹤0.01%	339
2022 Q2	–	Sell	-103	Closed	-$10K	–	401
2022 Q1	$10K	Hold	103	–	–	﹤0.01%	355
2021 Q4	$11K	Hold	103	–	–	﹤0.01%	357
2021 Q3	$11K	Buy	+103	New	+$11.3K	﹤0.01%	332
2020 Q2	–	Sell	-102	Closed	-$6K	–	790
2020 Q1	$6K	Buy	+102	New	+$7.01K	﹤0.01%	574

Other funds holding XHS

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

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

EPG Wealth Management's XHS Position: Q4 2024 in Review

EPG Wealth Management sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q4 2024, closing a stake of 53 shares — an estimated $5.18K sold.

EPG Wealth Management first reported a position in XHS in Q1 2020 and held it in 12 quarters. The position peaked at $11K in Q4 2021. 47 funds tracked by Wall St. Rank hold XHS as of Q4 2024.

EPG Wealth Management reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q4 2024 after selling out during the quarter.
EPG Wealth Management sold 53 State Street SPDR S&P Health Care Services ETF shares in Q4 2024, an estimated $5.18K.
EPG Wealth Management first reported a position in State Street SPDR S&P Health Care Services ETF in Q1 2020 and held it in 12 quarters.
EPG Wealth Management's State Street SPDR S&P Health Care Services ETF position peaked at $11K in Q4 2021.
47 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q4 2024.

Based on EPG Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.