Sargent Bickham Lagudis’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Sargent Bickham Lagudis’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
2017 Q2	–	Sell	-116	Closed	-$7K	–	816
2017 Q1	$7K	Hold	116	–	–	﹤0.01%	633
2016 Q4	$6K	Hold	116	–	–	﹤0.01%	617
2016 Q3	$6	Hold	116	–	–	﹤0.01%	632
2016 Q2	$7K	Hold	116	–	–	﹤0.01%	590
2016 Q1	$6K	Buy	+116	New	+$6.11K	﹤0.01%	617

Other funds holding XHS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Sargent Bickham Lagudis's XHS Position: Q2 2017 in Review

Sargent Bickham Lagudis sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q2 2017, closing a stake of 116 shares — an estimated $7K sold.

Sargent Bickham Lagudis first reported a position in XHS in Q1 2016 and held it in 5 quarters. The position peaked at $7K in Q1 2017. 38 funds tracked by Wall St. Rank hold XHS as of Q2 2017.

Sargent Bickham Lagudis reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q2 2017 after selling out during the quarter.
Sargent Bickham Lagudis sold 116 State Street SPDR S&P Health Care Services ETF shares in Q2 2017, an estimated $7K.
Sargent Bickham Lagudis first reported a position in State Street SPDR S&P Health Care Services ETF in Q1 2016 and held it in 5 quarters.
Sargent Bickham Lagudis's State Street SPDR S&P Health Care Services ETF position peaked at $7K in Q1 2017.
38 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q2 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2017, filed 13 Sep 2021.