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

RWA Wealth Partners’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
2025 Q1	–	Sell	-2,300	Closed	-$207K	–	591
2024 Q4	$207K	Buy	2,300 +85	+4%	+$8.02K	﹤0.01%	542
2024 Q3	$215K	Buy	+2,215	New	+$212K	﹤0.01%	533
2023 Q4	–	Sell	-5,445	Closed	-$453K	–	536
2023 Q3	$453K	Buy	+5,445	New	+$489K	0.01%	278

Other funds holding XHS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

RWA Wealth Partners's XHS Position: Q1 2025 in Review

RWA Wealth Partners sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q1 2025, closing a stake of 2,300 shares — an estimated $207K sold.

RWA Wealth Partners first reported a position in XHS in Q3 2023 and held it in 3 quarters. The position peaked at $453K in Q3 2023. 48 funds tracked by Wall St. Rank hold XHS as of Q1 2025.

RWA Wealth Partners reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q1 2025 after selling out during the quarter.
RWA Wealth Partners sold 2,300 State Street SPDR S&P Health Care Services ETF shares in Q1 2025, an estimated $207K.
RWA Wealth Partners first reported a position in State Street SPDR S&P Health Care Services ETF in Q3 2023 and held it in 3 quarters.
RWA Wealth Partners's State Street SPDR S&P Health Care Services ETF position peaked at $453K in Q3 2023.
48 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q1 2025.

Based on RWA Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.