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

Northwest Investment Counselors’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 		$19.4K Buy
+200
New +$19.1K ﹤0.01% 352
2024
Q2 		– Sell
-200
Closed -$19K – 510
2024
Q1 		$19K Buy
+200
New +$17.9K ﹤0.01% 315
2023
Q4 		– Sell
-200
Closed -$16.6K – 545
2023
Q3 		$16.6K Buy
+200
New +$17.9K ﹤0.01% 329

Other funds holding XHS

Citigroup
Citigroup New York $303B AUM 53.02% 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

Northwest Investment Counselors's XHS Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in State Street SPDR S&P Health Care Services ETF (XHS) in Q3 2024: 200 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in XHS as recently as Q1 2024.

Northwest Investment Counselors first reported a position in XHS in Q3 2023 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold XHS as of Q3 2024.

  • Northwest Investment Counselors held 200 shares of State Street SPDR S&P Health Care Services ETF worth $19.4K as of Q3 2024.
  • State Street SPDR S&P Health Care Services ETF was a new Northwest Investment Counselors position in Q3 2024.
  • State Street SPDR S&P Health Care Services ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #352 holding.
  • Northwest Investment Counselors first reported a position in State Street SPDR S&P Health Care Services ETF in Q3 2023 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.