Institutional Ownership Spdr S&P Health Care Services (XHS)
This table provides information about the institutional ownership of Spdr S&P Health Care Services (XHS). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 494,119 shares, which have been reported (via 13F filing form) to have a value of $50.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,310
shares
|
$236,336
0.01% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Orser Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
2,050
shares
|
$209,735
0.12% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
905
shares
|
$92,590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
905
shares
|
$92,590
0.0% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
896
shares
|
$91,669
0.0% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
885
shares
|
$90,544
0.0% of portfolio
|
Q1 2025
Added 34.09%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
824
shares
|
$84,303
0.01% of portfolio
|
Q2 2025
Reduced 30.52%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
696
shares
|
$71,207
0.01% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
619
shares
|
$63,329
0.0% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
536
shares
|
$54,838
0.0% of portfolio
|
Q2 2018
Reduced 97.95%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
475
shares
|
$48,597
0.0% of portfolio
|
Q4 2024
Reduced 38.95%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
455
shares
|
$46,551
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
420
shares
|
$42,970
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
400
shares
|
$40,924
0.0% of portfolio
|
Q1 2023
Added 33.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
396
shares
|
$40,514
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
393
shares
|
$40,207
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
277
shares
|
$28,339
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
200
shares
|
$20,462
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
200
shares
|
$20,462
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
169
shares
|
$17,290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
160
shares
|
$16,369
0.0% of portfolio
|
Q3 2018
Reduced 24.51%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
85
shares
|
$8,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
75
shares
|
$7,673
0.0% of portfolio
|
Q3 2023
Reduced 18.48%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
66
shares
|
$6,752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
55
shares
|
$5,627
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|