SS SPDR S&P HC Services ETFXHSETF

13F holders, Q1 2025 (March 31)
48holders +1
6new positions
5sold out
1famous investor
$98.33avg. 13F price*

At the end of Q1 2025, 48 institutions reported holding SS SPDR S&P HC Services ETF (XHS) in their 13F filings, up 1 from Q4 2024. 6 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($8.9M), Citigroup Inc. ($7.8M) and LPL Financial LLC ($7.8M). 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 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions6$2.2M
Exits5$2.2M

All 13F filers, Q4 2024 → Q1 2025: 166,396 shares bought and 31,118 shares sold, net +135,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 48 holders

Morgan Stanley 0.00% Add +172.7% 90,338 $8.9M
Citigroup Inc. 0.01% Add +33.5% 79,719 $7.8M
LPL Financial LLC 0.00% Add +152.1% 79,410 $7.8M
Goldman Sachs Group Inc. 0.00% No change 55,075 $5.4M
Bank of America Corp. 0.00% Add +182.1% 29,302 $2.9M
Raymond James Financial Inc. 0.00% Reduce -0.3% 21,605 $2.1M
Stifel Financial Corp. 0.00% New 13,905 $1.4M
Merit Financial Group, LLC 0.02% No change 12,181 $1.2M
CoreCap Advisors, LLC 0.05% Reduce -4.7% 10,742 $1.1M
Summit Trail Advisors, LLC 0.03% No change 10,079 $989K
Absolute Capital Management, LLC 0.43% New 7,600 $746K
Spinnaker Trust 0.04% No change 6,693 $657K
Wells Fargo & Company 0.00% Add +2.2% 6,201 $608K
UBS Group AG 0.00% Reduce -3.5% 5,119 $502K
Citadel Advisors 0.00% Reduce -47.4% 5,118 $502K
Commonwealth Equity Services, LLC 0.00% Reduce -14.4% 3,421 $336K
Royal Bank of Canada 0.00% No change 3,300 $324K
Orser Capital Management, LLC 0.22% No change 2,050 $299K
Western Wealth Management, LLC 0.02% No change 2,697 $265K
Envestnet Asset Management Inc. 0.00% Reduce -2.1% 2,494 $245K
Osaic Holdings, Inc. 0.00% Reduce -22.8% 2,451 $241K
FMR LLC 0.00% No change 1,239 $122K
Lanark Financial, Inc. 0.01% — 1,186 $116K
Sandy Spring Bank 0.00% Reduce -4.2% 905 $89K
PNC Financial Services Group, Inc. 0.00% Add +34.1% 885 $87K
Bank of Montreal 0.00% No change 748 $73K
Glen Eagle Advisors, LLC 0.01% No change 696 $68K
Qube Research & Technologies Ltd 0.00% Reduce -2.0% 636 $62K
National Bank of Canada 0.00% No change 475 $47K
Truvestments Capital LLC 0.01% No change 455 $45K
Capital Investment Advisory Services, LLC 0.00% Add +0.2% 420 $41K
Cwm, LLC 0.00% No change 400 $39K
Arax Advisory Partners 0.00% New 277 $27K
NewEdge Advisors, LLC 0.00% Reduce -19.6% 205 $20K
Missouri Trust & Investment Co 0.01% No change 200 $20K
AE Wealth Management LLC 0.00% New 166 $16K
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% No change 100 $10K
Plante Moran Financial Advisors, LLC 0.00% No change 85 $8K
Blair William & Co. 0.00% No change 75 $7K
Allworth Financial LP 0.00% No change 66 $6K
Golden State Wealth Management, LLC 0.00% No change 55 $5K
GPS Wealth Strategies Group, LLC 0.00% No change 51 $5K
Principal Securities, Inc. 0.00% No change 50 $5K
IFP Advisors, Inc 0.00% New 40 $4K
Central Pacific Bank - Trust Division 0.00% No change 32 $3K
Jones Financial Companies LLLP 0.00% New 15 $1K

"% 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.