Winslow Evans & Crocker’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$10K	Hold	100	–	–	﹤0.01%	955
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	803
2020 Q2	$7K	Hold	100	–	–	﹤0.01%	820
2020 Q1	$6K	Hold	100	–	–	﹤0.01%	849
2019 Q4	$8K	Hold	100	–	–	﹤0.01%	897
2019 Q3	$8K	Hold	100	–	–	﹤0.01%	879
2019 Q2	$8K	Hold	100	–	–	﹤0.01%	897
2019 Q1	$8K	Hold	100	–	–	﹤0.01%	894
2018 Q4	$8K	Hold	100	–	–	﹤0.01%	841
2018 Q3	$8K	Hold	100	–	–	﹤0.01%	858
2018 Q2	$8K	Hold	100	–	–	﹤0.01%	863
2018 Q1	$6.3K	Hold	100	–	–	﹤0.01%	878
2017 Q4	$6.16K	Hold	100	–	–	﹤0.01%	902
2017 Q3	$6.1K	Hold	100	–	–	﹤0.01%	908
2017 Q2	$6.44K	Hold	100	–	–	﹤0.01%	1012
2017 Q1	$5.81K	Hold	100	–	–	﹤0.01%	1013
2016 Q4	$5.25K	Hold	100	–	–	﹤0.01%	1023
2016 Q3	$5.51K	Hold	100	–	–	﹤0.01%	1044
2016 Q2	$5.73K	Hold	100	–	–	﹤0.01%	1004
2016 Q1	$5.54K	Sell	100 -368	-79%	-$19.4K	﹤0.01%	1002
2015 Q4	$26.9K	Hold	468	–	–	0.01%	675
2015 Q3	$26.7K	Buy	468 +368	+368%	+$23.5K	0.01%	649
2015 Q2	$6.56K	Hold	100	–	–	﹤0.01%	1025
2015 Q1	$6.22K	Hold	100	–	–	﹤0.01%	987
2014 Q4	$5.61K	Hold	100	–	–	﹤0.01%	1013
2014 Q3	$5.14K	Hold	100	–	–	﹤0.01%	1087
2014 Q2	$5K	Hold	100	–	–	﹤0.01%	1029
2014 Q1	$4.75K	Hold	100	–	–	﹤0.01%	1034
2013 Q4	$5K	Buy	+100	New	+$4.39K	﹤0.01%	1148

Other funds holding XHS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Winslow Evans & Crocker's XHS Position: Q4 2020 in Review

Winslow Evans & Crocker held its State Street SPDR S&P Health Care Services ETF (XHS) position steady in Q4 2020 at 100 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Winslow Evans & Crocker first reported a position in XHS in Q4 2013 and has held it in 29 quarters since. The position peaked at $26.9K in Q4 2015. 45 funds tracked by Wall St. Rank hold XHS as of Q4 2020.

Winslow Evans & Crocker held 100 shares of State Street SPDR S&P Health Care Services ETF worth $10K as of Q4 2020.
Winslow Evans & Crocker left its State Street SPDR S&P Health Care Services ETF share count unchanged in Q4 2020.
State Street SPDR S&P Health Care Services ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #955 holding.
Winslow Evans & Crocker first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's State Street SPDR S&P Health Care Services ETF position peaked at $26.9K in Q4 2015.
45 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.