Sterling Manor Financial’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Sterling Manor Financial’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
2022 Q1	–	Sell	-1,951	Closed	-$207K	–	101
2021 Q4	$207K	Sell	1,951 -350	-15%	-$36.5K	0.16%	71
2021 Q3	$240K	Hold	2,301	–	–	0.2%	64
2021 Q2	$263K	Hold	2,301	–	–	0.21%	66
2021 Q1	$245K	Sell	2,301 -450	-16%	-$47.1K	0.22%	66
2020 Q4	$266K	Buy	+2,751	New	+$240K	0.25%	59

Other funds holding XHS

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

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Sterling Manor Financial's XHS Position: Q1 2022 in Review

Sterling Manor Financial sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q1 2022, closing a stake of 1,951 shares — an estimated $207K sold.

Sterling Manor Financial first reported a position in XHS in Q4 2020 and held it in 5 quarters. The position peaked at $266K in Q4 2020. 43 funds tracked by Wall St. Rank hold XHS as of Q1 2022.

Sterling Manor Financial reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q1 2022 after selling out during the quarter.
Sterling Manor Financial sold 1,951 State Street SPDR S&P Health Care Services ETF shares in Q1 2022, an estimated $207K.
Sterling Manor Financial first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2020 and held it in 5 quarters.
Sterling Manor Financial's State Street SPDR S&P Health Care Services ETF position peaked at $266K in Q4 2020.
43 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q1 2022.

Based on Sterling Manor Financial's 13F filing for Q1 2022, filed 21 Apr 2022.