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Lynx Investment Advisory’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Lynx Investment Advisory’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
Q3 		– Sell
-384
Closed -$34.5K – 792
2024
Q2 		$34.5K Buy
+384
New +$34.7K 0.03% 278

Other funds holding XHS

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Lynx Investment Advisory's XHS Position: Q3 2024 in Review

Lynx Investment Advisory sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q3 2024, closing a stake of 384 shares — an estimated $34.5K sold.

Lynx Investment Advisory first reported a position in XHS in Q2 2024 and held it in 1 quarter. The position peaked at $34.5K in Q2 2024. 54 funds tracked by Wall St. Rank hold XHS as of Q3 2024.

  • Lynx Investment Advisory reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 384 State Street SPDR S&P Health Care Services ETF shares in Q3 2024, an estimated $34.5K.
  • Lynx Investment Advisory first reported a position in State Street SPDR S&P Health Care Services ETF in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's State Street SPDR S&P Health Care Services ETF position peaked at $34.5K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.