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

Stifel 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
2026 Q2	$1.43M	Sell	10,821 -1,314	-11%	-$149K	﹤0.01%	2329
2026 Q1	$1.22M	Sell	12,135 -958	-7%	-$102K	﹤0.01%	2320
2025 Q4	$1.4M	Buy	13,093 +60	+0.5%	+$6.31K	﹤0.01%	2214
2025 Q3	$1.32M	Sell	13,033 -871	-6%	-$83.4K	﹤0.01%	2204
2025 Q2	$1.38M	Sell	13,904 -1	-0%	-$97	﹤0.01%	2102
2025 Q1	$1.36M	Buy	+13,905	New	+$1.36M	﹤0.01%	2023
2024 Q4	–	Sell	-3,002	Closed	-$291K	–	3493
2024 Q3	$291K	Buy	+3,002	New	+$287K	﹤0.01%	2977
2023 Q3	–	Sell	-10,917	Closed	-$1.02M	–	3415
2023 Q2	$1.02M	Buy	10,917 +59	+0.5%	+$5.28K	﹤0.01%	2071
2023 Q1	$939K	Sell	10,858 -624	-5%	-$55.4K	﹤0.01%	2103
2022 Q4	$974K	Sell	11,482 -185	-2%	-$16.3K	﹤0.01%	2023
2022 Q3	$1.02M	Buy	+11,667	New	+$1.09M	﹤0.01%	1957
2022 Q2	–	Sell	-2,156	Closed	-$218K	–	3475
2022 Q1	$218K	Sell	2,156 -651	-23%	-$62K	﹤0.01%	3071
2021 Q4	$298K	Sell	2,807 -4,539	-62%	-$473K	﹤0.01%	2916
2021 Q3	$765K	Buy	+7,346	New	+$809K	﹤0.01%	2290
2019 Q2	–	Sell	-18,060	Closed	-$1.16M	–	3060
2019 Q1	$1.16M	Sell	18,060 -616	-3%	-$41.4K	﹤0.01%	1558
2018 Q4	$1.18M	Buy	18,676 +12,850	+221%	+$917K	﹤0.01%	1432
2018 Q3	$449K	Buy	5,826 +399	+7%	+$29.4K	﹤0.01%	2145
2018 Q2	$378K	Buy	+5,427	New	+$365K	﹤0.01%	2162
2016 Q3	–	Sell	-6,910	Closed	-$396K	–	2522
2016 Q2	$396K	Buy	6,910 +1,040	+18%	+$59.4K	﹤0.01%	1891
2016 Q1	$325K	Buy	5,870 +1,676	+40%	+$88.2K	﹤0.01%	1786
2015 Q4	$241K	Sell	4,194 -513	-11%	-$29.6K	﹤0.01%	2026
2015 Q3	$269K	Sell	4,707 -75	-2%	-$4.79K	﹤0.01%	1874
2015 Q2	$313K	Sell	4,782 -2,654	-36%	-$167K	﹤0.01%	1929
2015 Q1	$463K	Buy	+7,436	New	+$435K	﹤0.01%	1663

Other funds holding XHS

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Stifel Financial's XHS Position: Q2 2026 in Review

Stifel Financial reduced its State Street SPDR S&P Health Care Services ETF (XHS) stake by 11% in Q2 2026, selling an estimated $149K and leaving 10,821 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

Stifel Financial first reported a position in XHS in Q1 2015 and has held it in 24 quarters since. 69 funds tracked by Wall St. Rank hold XHS as of Q2 2026.

Stifel Financial held 10,821 shares of State Street SPDR S&P Health Care Services ETF worth $1.43M as of Q2 2026.
Stifel Financial sold 1,314 State Street SPDR S&P Health Care Services ETF shares in Q2 2026, an estimated $149K.
State Street SPDR S&P Health Care Services ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2329 holding.
Stifel Financial first reported a position in State Street SPDR S&P Health Care Services ETF in Q1 2015 and has held it in 24 quarters since.
69 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.