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

Strategic Wealth Advisors’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 		$59K Hold
560
– – 0.05% 96
2026
Q1 		$56K Hold
560
– – 0.04% 95
2025
Q4 		$59K Buy
+560
New +$58.9K 0.05% 96

Other funds holding XHS

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
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
FI
Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GA
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

Strategic Wealth Advisors's XHS Position: Q2 2026 in Review

Strategic Wealth Advisors held its State Street SPDR S&P Health Care Services ETF (XHS) position steady in Q2 2026 at 560 shares worth $59K. The position accounts for 0.05% of the portfolio, ranked #96.

Strategic Wealth Advisors first reported a position in XHS in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold XHS as of Q2 2026.

  • Strategic Wealth Advisors held 560 shares of State Street SPDR S&P Health Care Services ETF worth $59K as of Q2 2026.
  • Strategic Wealth Advisors left its State Street SPDR S&P Health Care Services ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Health Care Services ETF made up 0.05% of Strategic Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Strategic Wealth Advisors first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2025 and has held it in 3 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 Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.