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

Merit Financial Group’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	$1.61M	Hold	12,181	–	–	0.01%	847
2026 Q1	$1.22M	Hold	12,181	–	–	0.01%	888
2025 Q4	$1.3M	Hold	12,181	–	–	0.01%	813
2025 Q3	$1.24M	Hold	12,181	–	–	0.01%	754
2025 Q2	$1.21M	Hold	12,181	–	–	0.01%	702
2025 Q1	$1.2M	Hold	12,181	–	–	0.02%	592
2024 Q4	$1.1M	Hold	12,181	–	–	0.02%	485
2024 Q3	$1.18M	Hold	12,181	–	–	0.03%	381
2024 Q2	$1.09M	Hold	12,181	–	–	0.02%	384
2024 Q1	$1.08M	Buy	+12,181	New	+$1.09M	0.03%	384
2023 Q4	–	Sell	-12,181	Closed	-$1.01M	–	840
2023 Q3	$1.01M	Hold	12,181	–	–	0.03%	317
2023 Q2	$1.14M	Sell	12,181 -131	-1%	-$11.7K	0.04%	312
2023 Q1	$1.06M	Buy	+12,312	New	+$1.09M	0.04%	282
2020 Q1	–	Sell	-22,259	Closed	-$1.62M	–	251
2019 Q4	$1.62M	Buy	+22,259	New	+$1.52M	0.14%	58

Other funds holding XHS

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

BPW

BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

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

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

FGC

First Growth Capital Pikesville, Maryland $132M AUM

BDPWM

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Merit Financial Group's XHS Position: Q2 2026 in Review

Merit Financial Group held its State Street SPDR S&P Health Care Services ETF (XHS) position steady in Q2 2026 at 12,181 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #847.

Merit Financial Group first reported a position in XHS in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.62M in Q4 2019. 14 funds tracked by Wall St. Rank hold XHS as of Q2 2026.

Merit Financial Group held 12,181 shares of State Street SPDR S&P Health Care Services ETF worth $1.61M as of Q2 2026.
Merit Financial Group 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 Merit Financial Group's portfolio in Q2 2026, its #847 holding.
Merit Financial Group first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2019 and has held it in 14 quarters since.
Merit Financial Group's State Street SPDR S&P Health Care Services ETF position peaked at $1.62M in Q4 2019.
14 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.