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 54 institutions that hold shares in the stock, with a total of 538,481 shares, which have been reported (via 13F filing form) to have a value of $53.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
90,338
shares
|
$8.98 Million
0.0% of portfolio
|
Q1 2025
Added 172.7%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
79,719
shares
|
$7.92 Million
0.0% of portfolio
|
Q1 2025
Added 33.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
79,410
shares
|
$7.89 Million
0.0% of portfolio
|
Q1 2025
Added 152.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
55,075
shares
|
$5.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.59%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
31,568
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
29,302
shares
|
$2.91 Million
0.0% of portfolio
|
Q1 2025
Added 182.1%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
27,295
shares
|
$2.71 Million
0.52% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
21,605
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,698
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
13,905
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
12,181
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
10,742
shares
|
$1.07 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
10,079
shares
|
$1 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
7,600
shares
|
$755,364
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
6,693
shares
|
$665,217
0.04% of portfolio
|
Q2 2024
Reduced 17.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
6,201
shares
|
$616,317
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,119
shares
|
$508,777
0.0% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
5,118
shares
|
$508,678
0.0% of portfolio
|
Q1 2025
Reduced 47.43%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
3,421
shares
|
$340,013
0.0% of portfolio
|
Q1 2025
Reduced 14.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,300
shares
|
$327,987
0.0% of portfolio
|
Q4 2024
Reduced 43.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,202
shares
|
$318,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,697
shares
|
$268,054
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,494
shares
|
$247,878
0.0% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,451
shares
|
$243,604
0.0% of portfolio
|
Q1 2025
Reduced 15.95%
|
|
|
Orser Capital Management, LLC
|
Apr 10, 2025 Q1 2025 |
2,050
shares
|
$203,749
0.16% of portfolio
|
Q4 2024
Reduced 5.96%
|