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

Fortis Group 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
2024 Q1	–	Sell	-10,677	Closed	-$923K	–	536
2023 Q4	$923K	Hold	10,677	–	–	0.23%	50
2023 Q3	$923K	Buy	+10,677	New	+$958K	0.28%	43
2023 Q2	–	Sell	-10,590	Closed	-$948K	–	142
2023 Q1	$948K	Buy	+10,590	New	+$940K	0.29%	47

Other funds holding XHS

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

STA

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Fortis Group Advisors's XHS Position: Q1 2024 in Review

Fortis Group Advisors sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q1 2024, closing a stake of 10,677 shares — an estimated $923K sold.

Fortis Group Advisors first reported a position in XHS in Q1 2023 and held it in 3 quarters. The position peaked at $948K in Q1 2023. 49 funds tracked by Wall St. Rank hold XHS as of Q1 2024.

Fortis Group Advisors reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q1 2024 after selling out during the quarter.
Fortis Group Advisors sold 10,677 State Street SPDR S&P Health Care Services ETF shares in Q1 2024, an estimated $923K.
Fortis Group Advisors first reported a position in State Street SPDR S&P Health Care Services ETF in Q1 2023 and held it in 3 quarters.
Fortis Group Advisors's State Street SPDR S&P Health Care Services ETF position peaked at $948K in Q1 2023.
49 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q1 2024.

Based on Fortis Group Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.