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

Medallion 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 Q2	$16.5K	Hold	125	–	–	0.01%	666
2026 Q1	$12.5K	Hold	125	–	–	﹤0.01%	732
2025 Q4	$13.4K	Hold	125	–	–	﹤0.01%	709
2025 Q3	$12.7K	Buy	+125	New	+$12K	﹤0.01%	713

Other funds holding XHS

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Medallion Wealth Advisors's XHS Position: Q2 2026 in Review

Medallion Wealth Advisors held its State Street SPDR S&P Health Care Services ETF (XHS) position steady in Q2 2026 at 125 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #666.

Medallion Wealth Advisors first reported a position in XHS in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold XHS as of Q2 2026.

Medallion Wealth Advisors held 125 shares of State Street SPDR S&P Health Care Services ETF worth $16.5K as of Q2 2026.
Medallion Wealth Advisors left its State Street SPDR S&P Health Care Services ETF share count unchanged in Q2 2026.
State Street SPDR S&P Health Care Services ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #666 holding.
Medallion Wealth Advisors 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.
69 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.