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Disclosery

XHS SPDR SERIES TRUST

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ST STR SP HCSVC (fund)

49 managers (49 13F filers) reported a position in XHS shares at 2025-03-31, 459,234 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
49
13F filers
49
New
6
Added
8
Reduced
10
Sold out
5
Shares held by filers
459,234

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY90,338$8.86M<0.01%+57,21113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC79,719$7.82M0.01%+20,00013F-HRTimelineGroup
LPL Financial LLC79,410$7.79M<0.01%+47,90713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC55,075$5.4M<0.01%013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,302$2.88M<0.01%+18,91513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,605$2.12M<0.01%-7213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,905$1.36M<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC12,181$1.2M0.02%013F-HRTimeline
CoreCap Advisors, LLC10,742$1.05M0.05%-53513F-HRTimeline
Summit Trail Advisors, LLC10,079$989K0.03%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC7,600$746K0.43%new13F-HRTimeline
SPINNAKER TRUST6,693$657K0.04%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,201$608K<0.01%+13413F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,119$502K<0.01%-18613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,118$502K<0.01%-4,61713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,421$336K<0.01%-57713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,300$324K<0.01%013F-HR/ATimelineGroup
ORSER CAPITAL MANAGEMENT, LLC2,050$299K0.22%013F-HRTimeline
Western Wealth Management, LLC2,697$265K0.02%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,494$245K<0.01%-5413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,451$241K<0.01%-72213F-HRTimelineGroup
FMR LLCin group FMR LLC1,239$122K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,186$116K0.01%+1,18513F-HRTimeline
Sandy Spring Bank905$88.8K<0.01%-4013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…885$86.8K<0.01%+22513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/748$73.4K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC696$68.3K0.01%013F-HRTimeline
Qube Research & Technologies Ltd636$62.4K<0.01%-1313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/475$46.5K<0.01%013F-HRTimelineGroup
Truvestments Capital LLC455$44.6K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…420$41.2K<0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC400$39K<0.01%013F-HRTimelineGroup
Arax Advisory Partners277$27.2K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC205$20.1K<0.01%-5013F-HRTimeline
Missouri Trust & Investment Co200$19.6K0.01%013F-HRTimeline
AE Wealth Management LLC166$16.3K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…160$15.7K<0.01%013F-HRTimeline
Wiser Advisor Group LLC112$11K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…100$9.81K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC85$8.34K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL75$7.36K<0.01%013F-HRTimeline
Allworth Financial LP66$6.27K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC55$5.4K<0.01%013F-HR/ATimeline
GPS Wealth Strategies Group, LLC51$5K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC50$4.51K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc40$3.92K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division32$3.14K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15$1.46K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.