RFM
XHS icon

Royal Fund Management’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Royal Fund Management’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
2019
Q4 		– Sell
-32
Closed -$1K – 713
2019
Q3 		$1K Hold
32
– – ﹤0.01% 576
2019
Q2 		$2K Hold
32
– – ﹤0.01% 498
2019
Q1 		$2K Hold
32
– – ﹤0.01% 520
2018
Q4 		$2K Buy
+32
New +$2.28K ﹤0.01% 499

Other funds holding XHS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Fund Management's XHS Position: Q4 2019 in Review

Royal Fund Management sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q4 2019, closing a stake of 32 shares — an estimated $1K sold.

Royal Fund Management first reported a position in XHS in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q2 2019. 38 funds tracked by Wall St. Rank hold XHS as of Q4 2019.

  • Royal Fund Management reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q4 2019 after selling out during the quarter.
  • Royal Fund Management sold 32 State Street SPDR S&P Health Care Services ETF shares in Q4 2019, an estimated $1K.
  • Royal Fund Management first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2018 and held it in 4 quarters.
  • Royal Fund Management's State Street SPDR S&P Health Care Services ETF position peaked at $2K in Q2 2019.
  • 38 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q4 2019.

Based on Royal Fund Management's 13F filing for Q4 2019, filed 11 May 2020.