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

IBEX Wealth 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
2026 Q3	$1.25M	Buy	+9,446	New	+$1.28M	0.1%	105

Other funds holding XHS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Finivi Inc Westborough, Massachusetts $210M AUM 21.22% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

BlueDoor Private Wealth Beverly, Massachusetts $236M AUM 14.87% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IBEX Wealth Advisors's XHS Position: Q3 2026 in Review

IBEX Wealth Advisors opened a new position in State Street SPDR S&P Health Care Services ETF (XHS) in Q3 2026: 9,446 shares worth $1.25M. The stake represents 0.1% of the portfolio and ranks #105 among its holdings.

30 funds tracked by Wall St. Rank hold XHS as of Q3 2026.

IBEX Wealth Advisors held 9,446 shares of State Street SPDR S&P Health Care Services ETF worth $1.25M as of Q3 2026.
State Street SPDR S&P Health Care Services ETF was a new IBEX Wealth Advisors position in Q3 2026.
State Street SPDR S&P Health Care Services ETF made up 0.1% of IBEX Wealth Advisors's portfolio in Q3 2026, its #105 holding.
30 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.