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

Rockport Wealth’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
Q4 		– Sell
-10,000
Closed -$969K – 75
2024
Q3 		$969K Sell
10,000
-27,000
-73% -$2.58M 0.26% 31
2024
Q2 		$3.33M Buy
+37,000
New +$3.34M 1.4% 12

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rockport Wealth's XHS Position: Q4 2024 in Review

Rockport Wealth sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q4 2024, closing a stake of 10,000 shares — an estimated $969K sold.

Rockport Wealth first reported a position in XHS in Q2 2024 and held it in 2 quarters. The position peaked at $3.33M in Q2 2024. 47 funds tracked by Wall St. Rank hold XHS as of Q4 2024.

  • Rockport Wealth reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q4 2024 after selling out during the quarter.
  • Rockport Wealth sold 10,000 State Street SPDR S&P Health Care Services ETF shares in Q4 2024, an estimated $969K.
  • Rockport Wealth first reported a position in State Street SPDR S&P Health Care Services ETF in Q2 2024 and held it in 2 quarters.
  • Rockport Wealth's State Street SPDR S&P Health Care Services ETF position peaked at $3.33M in Q2 2024.
  • 47 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q4 2024.

Based on Rockport Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.