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Finivi Inc’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Finivi Inc’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 		$3.53M Buy
+26,758
New +$3.04M 1.81% 17

Other funds holding XHS

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
FGC
First Growth Capital Pikesville, Maryland $132M AUM
BDPWM
Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Finivi Inc's XHS Position: Q2 2026 in Review

Finivi Inc opened a new position in State Street SPDR S&P Health Care Services ETF (XHS) in Q2 2026: 26,758 shares worth $3.53M. The stake represents 1.81% of the portfolio and ranks #17 among its holdings.

10 funds tracked by Wall St. Rank hold XHS as of Q2 2026.

  • Finivi Inc held 26,758 shares of State Street SPDR S&P Health Care Services ETF worth $3.53M as of Q2 2026.
  • State Street SPDR S&P Health Care Services ETF was a new Finivi Inc position in Q2 2026.
  • State Street SPDR S&P Health Care Services ETF made up 1.81% of Finivi Inc's portfolio in Q2 2026, its #17 holding.
  • 10 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.