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Steward Partners Investment Advisory’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Steward Partners Investment Advisory’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
Q3 		– Sell
-169
Closed -$16.8K – 4405
2025
Q2 		$16.8K Buy
+169
New +$16.4K ﹤0.01% 2986
2024
Q4 		– Sell
-20
Closed -$1.94K – 4114
2024
Q3 		$1.94K Hold
20
– – ﹤0.01% 3442
2024
Q2 		$1.8K Buy
+20
New +$1.8K ﹤0.01% 3303

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
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
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Steward Partners Investment Advisory's XHS Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q3 2025, closing a stake of 169 shares — an estimated $16.8K sold.

Steward Partners Investment Advisory first reported a position in XHS in Q2 2024 and held it in 3 quarters. The position peaked at $16.8K in Q2 2025. 52 funds tracked by Wall St. Rank hold XHS as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 169 State Street SPDR S&P Health Care Services ETF shares in Q3 2025, an estimated $16.8K.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Health Care Services ETF in Q2 2024 and held it in 3 quarters.
  • Steward Partners Investment Advisory's State Street SPDR S&P Health Care Services ETF position peaked at $16.8K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.