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Disclosery

XHS SPDR SERIES TRUST

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ST STR SP HCSVC (fund)

48 managers (48 13F filers) reported a position in XHS shares at 2024-12-31, 322,771 shares in all. 2 filers opened a position and 8 filers sold out during the quarter.

Managers
48
13F filers
48
New
2
Added
10
Reduced
14
Sold out
8
Shares held by filers
322,771

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CITIGROUP INCin group CITIGROUP INC59,719$5.39M0.01%-70013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC55,075$4.97M<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY33,127$2.99M<0.01%-5,41313F-HR/ATimelineGroup
LPL Financial LLC31,503$2.84M<0.01%-2,47013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,677$1.95M<0.01%13F-HR/ATimelineGroup
Merit Financial Group, LLC12,181$1.1M0.02%013F-HRTimeline
CoreCap Advisors, LLC11,277$1.02M0.05%+20213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,387$937K<0.01%-16,29013F-HRTimelineGroup
Summit Trail Advisors, LLC10,079$909K0.03%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,735$878K<0.01%+7,15813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,497$856K0.02%+2,35513F-HRTimelineGroup
SPINNAKER TRUST6,693$604K0.04%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,067$547K<0.01%-4,80213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,837$526K<0.01%+3,18613F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,305$478K<0.01%-55213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,400$397K<0.01%+80013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,998$361K<0.01%-9413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,300$298K<0.01%-2,55813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,173$286K<0.01%+7513F-HR/ATimelineGroup
ORSER CAPITAL MANAGEMENT, LLC2,050$282K0.19%-13013F-HRTimeline
Western Wealth Management, LLC2,697$243K0.02%-13413F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,548$230K<0.01%+20213F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC2,300$207K<0.01%+8513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,218$200K<0.01%-14113F-HRTimelineGroup
FMR LLCin group FMR LLC1,239$112K<0.01%+52413F-HRTimelineGroup
Sandy Spring Bank945$85.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/748$67.5K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC696$62.8K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…660$59.5K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd649$58.5K<0.01%+813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/475$42.8K<0.01%-30313F-HRTimelineGroup
Truvestments Capital LLC455$41K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…419$37.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC400$36K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC255$23K<0.01%-1013F-HRTimeline
Missouri Trust & Investment Co200$18K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…160$14.4K<0.01%013F-HRTimeline
Wiser Advisor Group LLC112$10.1K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…100$9.02K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC85$7.67K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL75$6.76K<0.01%013F-HRTimeline
Allworth Financial LP66$6.53K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC55$4.96K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC51$4.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC50$4.51K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division32$2.89K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1$1060.01%-1,18513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.