Osaic Holdings’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Osaic Holdings’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	$216K	Buy	1,632 +138	+9%	+$15.7K	﹤0.01%	4374
2026 Q1	$150K	Sell	1,494 -898	-38%	-$95.8K	﹤0.01%	4383
2025 Q4	$256K	Sell	2,392 -12	-0.5%	-$1.26K	﹤0.01%	3947
2025 Q3	$242K	Sell	2,404 -280	-10%	-$26.8K	﹤0.01%	4059
2025 Q2	$267K	Buy	2,684 +233	+10%	+$22.6K	﹤0.01%	3688
2025 Q1	$241K	Sell	2,451 -722	-23%	-$70.7K	﹤0.01%	3481
2024 Q4	$286K	Buy	3,173 +75	+2%	+$7.08K	﹤0.01%	3273
2024 Q3	$300K	Buy	3,098 +69	+2%	+$6.59K	﹤0.01%	3311
2024 Q2	$272K	Sell	3,029 -3,863	-56%	-$349K	﹤0.01%	3290
2024 Q1	$654K	Buy	6,892 +287	+4%	+$25.7K	﹤0.01%	2714
2023 Q4	$588K	Buy	6,605 +965	+17%	+$80.9K	﹤0.01%	3018
2023 Q3	$469K	Sell	5,640 -378	-6%	-$33.9K	﹤0.01%	3294
2023 Q2	$564K	Sell	6,018 -42	-0.7%	-$3.75K	﹤0.01%	3044
2023 Q1	$525K	Sell	6,060 -638	-10%	-$56.6K	﹤0.01%	3054
2022 Q4	$568K	Sell	6,698 -2,490	-27%	-$219K	﹤0.01%	2908
2022 Q3	$808K	Buy	9,188 +3,910	+74%	+$367K	﹤0.01%	2429
2022 Q2	$434K	Buy	5,278 +74	+1%	+$6.51K	﹤0.01%	3065
2022 Q1	$506K	Sell	5,204 -77	-1%	-$7.33K	﹤0.01%	3222
2021 Q4	$562K	Buy	5,281 +1,225	+30%	+$128K	﹤0.01%	2955
2021 Q3	$423K	Sell	4,056 -13	-0.3%	-$1.43K	﹤0.01%	3214
2021 Q2	$465K	Buy	4,069 +455	+13%	+$50.5K	﹤0.01%	3111
2021 Q1	$385K	Sell	3,614 -11,805	-77%	-$1.24M	﹤0.01%	3152
2020 Q4	$1.49M	Sell	15,419 -202	-1%	-$17.7K	﹤0.01%	1685
2020 Q3	$1.21M	Buy	15,621 +12,500	+401%	+$936K	﹤0.01%	1674
2020 Q2	$212K	Buy	3,121 +285	+10%	+$18.4K	﹤0.01%	3083
2020 Q1	$163K	Buy	+2,836	New	+$195K	﹤0.01%	3063

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Osaic Holdings's XHS Position: Q2 2026 in Review

Osaic Holdings increased its State Street SPDR S&P Health Care Services ETF (XHS) stake by 9.2% in Q2 2026, buying an estimated $15.7K and bringing the position to 1,632 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #4374.

Osaic Holdings first reported a position in XHS in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.49M in Q4 2020. 69 funds tracked by Wall St. Rank hold XHS as of Q2 2026.

Osaic Holdings held 1,632 shares of State Street SPDR S&P Health Care Services ETF worth $216K as of Q2 2026.
Osaic Holdings bought 138 State Street SPDR S&P Health Care Services ETF shares in Q2 2026, an estimated $15.7K.
State Street SPDR S&P Health Care Services ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4374 holding.
Osaic Holdings first reported a position in State Street SPDR S&P Health Care Services ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's State Street SPDR S&P Health Care Services ETF position peaked at $1.49M in Q4 2020.
69 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.