SS SPDR S&P HC Services ETFXHSETF

13F holders, Q3 2024 (September 30)
54holders +4
8new positions
5sold out
1famous investor
$97.24avg. 13F price*

At the end of Q3 2024, 54 institutions reported holding SS SPDR S&P HC Services ETF (XHS) in their 13F filings, up 4 from Q2 2024. 8 opened new positions and 5 sold out. The largest holders were Citigroup Inc. ($5.9M), Goldman Sachs Group Inc. ($5.3M) and Morgan Stanley ($3.7M). 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 (Q3 2024)
CUSIP
78464A573
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 49Q1 2024Q2 2024: 50Q2 2024Q3 2024: 54Q3 2024Q4 2024: 47Q4 2024Q1 2025: 48Q1 2025Q2 2025: 51Q2 2025Q3 2025: 52Q3 2025Q4 2025: 61Q4 2025Q1 2026: 62Q1 2026Q2 2026: 69Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions8$1.7M
Exits5$656K

All 13F filers, Q2 2024 → Q3 2024: 32,727 shares bought and 103,740 shares sold, net −71,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 54 holders

Citigroup Inc. 0.01% No change 60,419 $5.9M
Goldman Sachs Group Inc. 0.00% Reduce -47.6% 55,075 $5.3M
Morgan Stanley 0.00% Add +5.1% 38,540 $3.7M
LPL Financial LLC 0.00% Reduce -16.5% 33,973 $3.3M
Bank of America Corp. 0.00% Add +2.0% 26,677 $2.6M
Raymond James Financial Services Advisors, Inc. 0.00% Add +11.8% 17,698 $1.7M
Merit Financial Group, LLC 0.03% No change 12,181 $1.2M
CoreCap Advisors, LLC 0.05% Reduce -1.0% 11,075 $1.1M
Wells Fargo & Company 0.00% Add +275.3% 10,869 $1.1M
Summit Trail Advisors, LLC 0.02% No change 10,079 $977K
Rockport Wealth LLC 0.26% Reduce -73.0% 10,000 $969K
Tower Research Capital LLC (TRC) 0.02% Reduce -26.8% 7,142 $692K
Spinnaker Trust 0.04% No change 6,693 $649K
UBS Group AG 0.00% Add +6.7% 5,857 $568K
Royal Bank of Canada 0.00% Add +30.9% 5,858 $567K
Commonwealth Equity Services, LLC 0.00% Reduce -5.8% 4,092 $397K
Two Sigma Investments, LP 0.00% New 3,600 $349K
Orser Capital Management, LLC 0.24% Reduce -0.4% 2,180 $336K
Raymond James & Associates 0.00% New 3,202 $310K
Osaic Holdings, Inc. 0.00% Add +2.3% 3,098 $300K
Stifel Financial Corp. 0.00% New 3,002 $291K
Western Wealth Management, LLC 0.02% Reduce -8.9% 2,831 $274K
Susquehanna International Group, LLP 0.00% Reduce -37.6% 2,651 $257K
Citadel Advisors 0.00% New 2,577 $250K
D.A. Davidson & Co. 0.00% New 2,454 $238K
Ameriprise Financial Inc. 0.00% Reduce -42.0% 2,359 $229K
Envestnet Asset Management Inc. 0.00% Add +0.8% 2,346 $227K
Jane Street Group, LLC 0.00% Reduce -56.5% 2,238 $217K
Rwa Wealth Partners, LLC 0.00% New 2,215 $215K
Lanark Financial, Inc. 0.01% No change 1,186 $114K
JPMorgan Chase & Co. 0.00% Add +726.5% 1,000 $97K
Sandy Spring Bank 0.00% No change 945 $92K
National Bank of Canada 0.00% Reduce -24.4% 778 $75K
Bank of Montreal 0.00% Add +4.9% 748 $72K
FMR LLC 0.00% Add +0.1% 715 $69K
Glen Eagle Advisors, LLC 0.01% No change 696 $67K
PNC Financial Services Group, Inc. 0.00% No change 660 $64K
Qube Research & Technologies Ltd 0.00% Reduce -32.6% 641 $62K
Truvestments Capital LLC 0.01% New 455 $44K
Capital Investment Advisory Services, LLC 0.00% No change 419 $41K
Cwm, LLC 0.00% No change 400 $39K
NewEdge Advisors, LLC 0.00% No change 265 $26K
Goodman Advisory Group, LLC 0.01% Reduce -92.4% 220 $21K
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 $16K
Wiser Advisor Group LLC 0.02% No change 112 $11K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.5% 100 $10K
Blair William & Co. 0.00% No change 75 $7K
EPG Wealth Management LLC 0.00% Add +0.0% 53 $5K
GPS Wealth Strategies Group, LLC 0.00% No change 51 $5K
Principal Securities, Inc. 0.00% No change 50 $5K
Central Pacific Bank - Trust Division 0.00% No change 32 $3K
Steward Partners Investment Advisory, LLC 0.00% No change 20 $2K

"% 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.