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Strategic Asset Management’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Strategic Asset Management’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
-97
Closed -$10K – 558
2021
Q4 		$10K Hold
97
– – 0.01% 375
2021
Q3 		$10K Buy
+97
New +$10.7K 0.01% 336

Other funds holding XHS

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strategic Asset Management's XHS Position: Q1 2022 in Review

Strategic Asset Management sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q1 2022, closing a stake of 97 shares — an estimated $10K sold.

Strategic Asset Management first reported a position in XHS in Q3 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 43 funds tracked by Wall St. Rank hold XHS as of Q1 2022.

  • Strategic Asset Management reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q1 2022 after selling out during the quarter.
  • Strategic Asset Management sold 97 State Street SPDR S&P Health Care Services ETF shares in Q1 2022, an estimated $10K.
  • Strategic Asset Management first reported a position in State Street SPDR S&P Health Care Services ETF in Q3 2021 and held it in 2 quarters.
  • Strategic Asset Management's State Street SPDR S&P Health Care Services ETF position peaked at $10K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q1 2022.

Based on Strategic Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.