SS SPDR S&P HC Services ETFXHSETF
13F holders, Q1 2024 (March 31)49holders
1famous investor
$94.95avg. 13F price*
At the end of Q1 2024, 49 institutions reported holding SS SPDR S&P HC Services ETF (XHS) in their 13F filings. The largest holders were LPL Financial LLC ($3.9M), Morgan Stanley ($3.7M) and Bank of America Corp. ($2.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P HC Services ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A573
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.1M |
| Exits | 3 | $4.0M |
Ownership 49 holders
| LPL Financial LLC | 0.00% | Reduce -12.8% | 41,247 | $3.9M |
| Morgan Stanley | 0.00% | Reduce -34.0% | 38,740 | $3.7M |
| Bank of America Corp. | 0.00% | Reduce -26.8% | 27,476 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +115.1% | 19,888 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.5% | 14,995 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -0.4% | 14,668 | $1.4M |
| Merit Financial Group, LLC | 0.03% | New | 12,181 | $1.1M |
| CoreCap Advisors, LLC | 0.06% | Reduce -2.6% | 11,315 | $1.1M |
| Summit Trail Advisors, LLC | 0.03% | No change | 10,079 | $956K |
| Spinnaker Trust | 0.05% | No change | 8,158 | $774K |
| Citadel Advisors | 0.00% | New | 7,832 | $743K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +400.4% | 7,616 | $722K |
| Osaic Holdings, Inc. | 0.00% | Add +4.3% | 6,892 | $654K |
| UBS Group AG | 0.00% | Reduce -30.0% | 5,637 | $535K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -88.7% | 5,075 | $481K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.0% | 5,009 | $475K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.1% | 4,344 | $412K |
| Ameriprise Financial Inc. | 0.00% | Add +3.3% | 4,027 | $382K |
| Western Wealth Management, LLC | 0.03% | Reduce -5.2% | 3,607 | $342K |
| Orser Capital Management, LLC | 0.30% | Reduce -1.4% | 2,180 | $322K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.3% | 2,465 | $234K |
| Raymond James & Associates | 0.00% | Reduce -8.0% | 2,320 | $220K |
| Envestnet Asset Management Inc. | 0.00% | New | 2,180 | $207K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -7.9% | 1,260 | $119K |
| Lanark Financial, Inc. | 0.01% | No change | 1,190 | $112K |
| National Bank of Canada | 0.00% | Reduce -15.3% | 1,104 | $99K |
| Sandy Spring Bank | 0.00% | No change | 945 | $90K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 896 | $85K |
| FMR LLC | 0.00% | No change | 833 | $79K |
| Bank of Montreal | 0.00% | Add +5.2% | 713 | $68K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 660 | $63K |
| Truvestments Capital LLC | 0.02% | No change | 455 | $43K |
| Citigroup Inc. | 0.00% | No change | 419 | $40K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.2% | 419 | $40K |
| Cwm, LLC | 0.00% | No change | 400 | $38K |
| Goodman Advisory Group, LLC | 0.01% | Reduce -73.7% | 378 | $36K |
| Missouri Trust & Investment Co | 0.01% | No change | 200 | $19K |
| Northwest Investment Counselors, LLC | 0.00% | New | 200 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 160 | $15K |
| Wiser Advisor Group LLC | 0.02% | No change | 112 | $11K |
| Global Retirement Partners, LLC | 0.00% | No change | 110 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 100 | $9K |
| Blair William & Co. | 0.00% | No change | 75 | $7K |
| EPG Wealth Management LLC | 0.00% | Reduce -48.5% | 53 | $5K |
| Principal Securities, Inc. | 0.00% | Reduce -27.5% | 50 | $5K |
| NFSG Corp | 0.00% | No change | 36 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | — | 32 | $3K |
| Tidemark, LLC | 0.00% | No change | 12 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 5 | $474 |
"% of holder's portfolio" is XHS's weight in each manager's 13F, not the share of SS SPDR S&P HC Services ETF the manager owns.