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Kaizen Financial Strategies’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Kaizen Financial Strategies’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 		$371K Buy
2,722
+472
+21% +$53.6K 0.12% 120
2026
Q1 		$239K Buy
2,250
+250
+13% +$26.7K 0.1% 148
2025
Q4 		$214K Hold
2,000
– – 0.09% 154
2025
Q3 		$206K Buy
+2,000
New +$192K 0.09% 149

Other funds holding XHS

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FI
Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kaizen Financial Strategies's XHS Position: Q2 2026 in Review

Kaizen Financial Strategies increased its State Street SPDR S&P Health Care Services ETF (XHS) stake by 21% in Q2 2026, buying an estimated $53.6K and bringing the position to 2,722 shares worth $371K. The position accounts for 0.12% of the portfolio, ranked #120.

Kaizen Financial Strategies first reported a position in XHS in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold XHS as of Q2 2026.

  • Kaizen Financial Strategies held 2,722 shares of State Street SPDR S&P Health Care Services ETF worth $371K as of Q2 2026.
  • Kaizen Financial Strategies bought 472 State Street SPDR S&P Health Care Services ETF shares in Q2 2026, an estimated $53.6K.
  • State Street SPDR S&P Health Care Services ETF made up 0.12% of Kaizen Financial Strategies's portfolio in Q2 2026, its #120 holding.
  • Kaizen Financial Strategies first reported a position in State Street SPDR S&P Health Care Services ETF in Q3 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.