Wiser Advisor Group’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Wiser Advisor Group’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	$14.8K	Hold	112	–	–	0.02%	149
2026 Q1	$11.2K	Hold	112	–	–	0.01%	161
2025 Q4	$12K	Hold	112	–	–	0.01%	165
2025 Q3	$11.4K	Buy	+112	New	+$10.7K	0.01%	166
2025 Q2	–	Sell	-112	Closed	-$11K	–	263
2025 Q1	$11K	Hold	112	–	–	0.02%	176
2024 Q4	$10.1K	Hold	112	–	–	0.01%	179
2024 Q3	$10.9K	Hold	112	–	–	0.02%	182
2024 Q2	$10.1K	Hold	112	–	–	0.02%	190
2024 Q1	$10.6K	Hold	112	–	–	0.02%	187
2023 Q4	$9.96K	Buy	+112	New	+$9.38K	0.02%	181

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

Wiser Advisor Group's XHS Position: Q2 2026 in Review

Wiser Advisor Group held its State Street SPDR S&P Health Care Services ETF (XHS) position steady in Q2 2026 at 112 shares worth $14.8K. The position accounts for 0.02% of the portfolio, ranked #149.

Wiser Advisor Group first reported a position in XHS in Q4 2023 and has held it in 10 quarters since. 69 funds tracked by Wall St. Rank hold XHS as of Q2 2026.

Wiser Advisor Group held 112 shares of State Street SPDR S&P Health Care Services ETF worth $14.8K as of Q2 2026.
Wiser Advisor Group 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 Wiser Advisor Group's portfolio in Q2 2026, its #149 holding.
Wiser Advisor Group first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2023 and has held it in 10 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 Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.