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

Summit Trail 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	$1.23M	Hold	9,337	–	–	0.02%	889
2026 Q1	$935K	Hold	9,337	–	–	0.01%	961
2025 Q4	$998K	Sell	9,337 -742	-7%	-$78K	0.02%	815
2025 Q3	$1.02M	Hold	10,079	–	–	0.01%	819
2025 Q2	$1M	Hold	10,079	–	–	0.02%	481
2025 Q1	$989K	Hold	10,079	–	–	0.03%	161
2024 Q4	$909K	Hold	10,079	–	–	0.03%	144
2024 Q3	$977K	Hold	10,079	–	–	0.02%	267
2024 Q2	$906K	Hold	10,079	–	–	0.02%	254
2024 Q1	$956K	Hold	10,079	–	–	0.03%	223
2023 Q4	$897K	Hold	10,079	–	–	0.03%	197
2023 Q3	$839K	Buy	+10,079	New	+$905K	0.03%	188

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

Summit Trail Advisors's XHS Position: Q2 2026 in Review

Summit Trail Advisors held its State Street SPDR S&P Health Care Services ETF (XHS) position steady in Q2 2026 at 9,337 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #889.

Summit Trail Advisors first reported a position in XHS in Q3 2023 and has held it in 12 quarters since. 69 funds tracked by Wall St. Rank hold XHS as of Q2 2026.

Summit Trail Advisors held 9,337 shares of State Street SPDR S&P Health Care Services ETF worth $1.23M as of Q2 2026.
Summit Trail 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 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #889 holding.
Summit Trail Advisors first reported a position in State Street SPDR S&P Health Care Services ETF in Q3 2023 and has held it in 12 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 Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.