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

Kestra Private Wealth Services’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	$332K	Sell	2,513 -126	-5%	-$17K	﹤0.01%	1432
2026 Q2	$349K	Sell	2,639 -74	-3%	-$8.4K	﹤0.01%	1435
2026 Q1	$272K	Sell	2,713 -2	-0.1%	-$213	﹤0.01%	1497
2025 Q4	$290K	Buy	2,715 +136	+5%	+$14.3K	﹤0.01%	1443
2025 Q3	$262K	Buy	+2,579	New	+$247K	﹤0.01%	1431

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

IBEX Wealth Advisors Bedminster, New Jersey $1.29B AUM 49.29% 1-Year Est. Return

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

Kestra Private Wealth Services's XHS Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its State Street SPDR S&P Health Care Services ETF (XHS) stake by 4.8% in Q3 2026, selling an estimated $17K and leaving 2,513 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Kestra Private Wealth Services first reported a position in XHS in Q3 2025 and has held it in 5 quarters since. The position peaked at $349K in Q2 2026. 30 funds tracked by Wall St. Rank hold XHS as of Q3 2026.

Kestra Private Wealth Services held 2,513 shares of State Street SPDR S&P Health Care Services ETF worth $332K as of Q3 2026.
Kestra Private Wealth Services sold 126 State Street SPDR S&P Health Care Services ETF shares in Q3 2026, an estimated $17K.
State Street SPDR S&P Health Care Services ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1432 holding.
Kestra Private Wealth Services first reported a position in State Street SPDR S&P Health Care Services ETF in Q3 2025 and has held it in 5 quarters since.
Kestra Private Wealth Services's State Street SPDR S&P Health Care Services ETF position peaked at $349K in Q2 2026.
30 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.