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Global Retirement Partners’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Global Retirement Partners’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
Q2 		– Sell
-110
Closed -$10.4K – 3655
2024
Q1 		$10.4K Hold
110
– – ﹤0.01% 2108
2023
Q4 		$9.63K Hold
110
– – ﹤0.01% 2084
2023
Q3 		$9.01K Buy
+110
New +$9.87K ﹤0.01% 1995

Other funds holding XHS

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CA
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

Global Retirement Partners's XHS Position: Q2 2024 in Review

Global Retirement Partners sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q2 2024, closing a stake of 110 shares — an estimated $10.4K sold.

Global Retirement Partners first reported a position in XHS in Q3 2023 and held it in 3 quarters. The position peaked at $10.4K in Q1 2024. 50 funds tracked by Wall St. Rank hold XHS as of Q2 2024.

  • Global Retirement Partners reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 110 State Street SPDR S&P Health Care Services ETF shares in Q2 2024, an estimated $10.4K.
  • Global Retirement Partners first reported a position in State Street SPDR S&P Health Care Services ETF in Q3 2023 and held it in 3 quarters.
  • Global Retirement Partners's State Street SPDR S&P Health Care Services ETF position peaked at $10.4K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.