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 Q3	$3.6M	Buy	27,193 +435	+2%	+$58.8K	1.72%	18
2026 Q2	$3.53M	Buy	+26,758	New	+$3.04M	1.81%	17

Other funds holding XHS

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Finivi Inc's XHS Position: Q3 2026 in Review

Finivi Inc increased its State Street SPDR S&P Health Care Services ETF (XHS) stake by 1.6% in Q3 2026, buying an estimated $58.8K and bringing the position to 27,193 shares worth $3.6M. The position accounts for 1.72% of the portfolio, ranked #18.

Finivi Inc first reported a position in XHS in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold XHS as of Q3 2026.

Finivi Inc held 27,193 shares of State Street SPDR S&P Health Care Services ETF worth $3.6M as of Q3 2026.
Finivi Inc bought 435 State Street SPDR S&P Health Care Services ETF shares in Q3 2026, an estimated $58.8K.
State Street SPDR S&P Health Care Services ETF made up 1.72% of Finivi Inc's portfolio in Q3 2026, its #18 holding.
Finivi Inc first reported a position in State Street SPDR S&P Health Care Services ETF in Q2 2026 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q3 2026.

Based on Finivi Inc's 13F filing for Q3 2026, filed 13 Oct 2026.