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Disclosery

XHS SPDR SERIES TRUST

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ST STR SP HCSVC (fund)

52 managers (52 13F filers) reported a position in XHS shares at 2025-06-30, 445,921 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
52
13F filers
52
New
8
Added
10
Reduced
12
Sold out
4
Shares held by filers
445,921

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC79,719$7.94M0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY67,545$6.72M<0.01%-22,79313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC55,104$5.49M<0.01%+2913F-HRTimelineGroup
LPL Financial LLC54,429$5.42M<0.01%-24,98113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,318$2.92M0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,859$2.08M<0.01%-74613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,567$1.85M<0.01%+12,36613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,904$1.38M<0.01%-113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,381$1.33M<0.01%-15,92113F-HRTimelineGroup
Merit Financial Group, LLC12,181$1.21M0.01%013F-HRTimeline
CoreCap Advisors, LLC10,427$1.04M0.04%-31513F-HRTimeline
Summit Trail Advisors, LLC10,079$1M0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,858$782K0.02%new13F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC7,600$757K0.38%013F-HRTimeline
SPINNAKER TRUST6,705$667K0.04%+1213F-HRTimeline
UBS Group AGin group UBS Group AG5,184$516K<0.01%+6513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,941$392K<0.01%+64113F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,900$388K<0.01%-1,21813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,251$324K<0.01%-17013F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC2,050$276K0.2%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,684$267K<0.01%+23313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,522$251K<0.01%+2813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,451$244K<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC2,310$230K0.01%-38713F-HRTimeline
FMR LLCin group FMR LLC1,273$127K<0.01%+3413F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp905$90.1K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/896$89.2K<0.01%+14813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…885$88.1K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.824$82K0.01%-36213F-HRTimeline
Glen Eagle Advisors, LLC696$69.3K0.01%013F-HRTimeline
Qube Research & Technologies Ltd619$61.6K<0.01%-1713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/475$47.2K<0.01%013F-HR/ATimelineGroup
Truvestments Capital LLC455$45.3K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…420$41.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC400$40K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…396$39.4K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC393$39K<0.01%new13F-HRTimeline
Arax Advisory Partners277$27.6K<0.01%013F-HRTimeline
Missouri Trust & Investment Co200$19.9K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…169$16.8K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…160$15.9K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC85$8.46K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL75$7.47K<0.01%013F-HRTimeline
Allworth Financial LP66$6.57K<0.01%013F-HRTimeline
NewEdge Advisors, LLC55$5.48K<0.01%-15013F-HRTimeline
Golden State Wealth Management, LLC55$5.47K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC51$5.08K<0.01%013F-HRTimeline
IFP Advisors, Inc40$3.98K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division32$3.19K<0.01%013F-HRTimeline
Scarborough Advisors, LLC29$2.89K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21$2.08K<0.01%+613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.