— Know what they know.
Not Investment Advice

XHS Institutional Ownership

State Street SPDR S&P Health Care Services ETF
1W: -1.1% 1M: -1.6% 3M: -3.0% YTD: +24.3% 1Y: +31.7% 3Y: +61.4% 5Y: +26.3%
$133.36
+1.84 (+1.40%)
 
Weekly Expected Move ±2.0%
$128 $131 $133 $136 $139
ETF AMEX · AUM $98.9M

Institutional Ownership — XHS

80
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
93M
Total Invested
17
New Positions
18
Increased
19
Reduced
10
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (82 total)

# Holder Shares Value Change Change % Holding Period Filing
1 GOLDMAN SACHS GROUP INC 260,000 $35M +43,238 +19.9% 15Q SEC ↗
2 LPL Financial LLC 53,783 $7M +23,877 +79.8% 52Q SEC ↗
3 JPMORGAN CHASE & CO 50,544 $7M +48,544 +2427.2% 2Q SEC ↗
4 MORGAN STANLEY 30,716 $4M -1,333 -4.2% 59Q SEC ↗
5 CITIGROUP INC 30,054 $4M +335 +1.1% 29Q SEC ↗
6 Spire Wealth Management NEW 28,286 $4M — +0.0% 1Q SEC ↗
7 Finivi Inc. NEW 26,758 $4M — +0.0% 1Q SEC ↗
8 RAYMOND JAMES FINANCIAL INC 23,210 $3M +425 +1.9% 7Q SEC ↗
9 WELLS FARGO & COMPANY/MN 16,623 $2M +8,893 +115.0% 59Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,942 $2M +2,252 +17.7% 4Q SEC ↗
11 BANK OF AMERICA CORP /DE 12,738 $2M +3,109 +32.3% 15Q SEC ↗
12 Merit Financial Group, LLC 12,181 $2M — +0.0% 10Q SEC ↗
13 STIFEL FINANCIAL CORP 10,821 $1M -1,314 -10.8% 6Q SEC ↗
14 FSA WEALTH PARTNERS, INC. NEW 10,813 $1M — +0.0% 1Q SEC ↗
15 BLUEDOOR PRIVATE WEALTH, LLC 9,867 $1M +825 +9.1% 3Q SEC ↗
16 Summit Trail Advisors, LLC 9,337 $1M — +0.0% 12Q SEC ↗
17 CoreCap Advisors, LLC 8,768 $1M -365 -4.0% 13Q SEC ↗
18 Integrated Wealth Concepts LLC NEW 8,670 $1M — +0.0% 1Q SEC ↗
19 SPINNAKER TRUST 6,705 $894K — +0.0% 53Q SEC ↗
20 Alamea Verwaltungs GmbH 6,000 $800K — +0.0% 3Q SEC ↗
21 UBS Group AG 5,267 $702K -1,258 -19.3% 47Q SEC ↗
22 Tower Research Capital LLC (TRC) 4,903 $654K -6,115 -55.5% 5Q SEC ↗
23 Equitable Holdings, Inc. NEW 3,604 $481K — +0.0% 1Q SEC ↗
24 PARK AVENUE SECURITIES LLC 3,596 $480K +18 +0.5% 5Q SEC ↗
25 SCOTIA CAPITAL INC. NEW 3,450 $460K — +0.0% 1Q SEC ↗
26 CreativeOne Wealth, LLC NEW 3,012 $402K — +0.0% 1Q SEC ↗
27 Kaizen Financial Strategies 2,722 $363K +472 +21.0% 4Q SEC ↗
28 COMMONWEALTH EQUITY SERVICES, LLC 2,693 $359K — +0.0% 35Q SEC ↗
29 KESTRA PRIVATE WEALTH SERVICES, LLC 2,639 $352K -74 -2.7% 4Q SEC ↗
30 ROYAL BANK OF CANADA 2,470 $329K +437 +21.5% 58Q SEC ↗
31 AMERIPRISE FINANCIAL INC 2,265 $302K +140 +6.6% 3Q SEC ↗
32 ORSER CAPITAL MANAGEMENT, LLC 2,000 $267K — +0.0% 25Q SEC ↗
33 Western Wealth Management, LLC 1,831 $244K — +0.0% 3Q SEC ↗
34 Kestra Advisory Services, LLC NEW 1,775 $237K — +0.0% 1Q SEC ↗
35 Corecam Pte. Ltd. NEW 1,770 $236K — +0.0% 1Q SEC ↗
36 OSAIC HOLDINGS, INC. 1,632 $218K +138 +9.2% 26Q SEC ↗
37 ENVESTNET ASSET MANAGEMENT INC NEW 1,608 $214K — +0.0% 1Q SEC ↗
38 First Growth Capital LLC NEW 1,515 $202K — +0.0% 1Q SEC ↗
39 FMR LLC 1,497 $200K +116 +8.4% 32Q SEC ↗
40 Atlantic Union Bankshares Corp 905 $121K — +0.0% 5Q SEC ↗
41 Glen Eagle Advisors, LLC 846 $113K +150 +21.6% 27Q SEC ↗
42 LANARK FINANCIAL, INC. 808 $108K — +0.0% 12Q SEC ↗
43 PNC Financial Services Group, Inc. 785 $105K — +0.0% 15Q SEC ↗
44 BANK OF MONTREAL /CAN 690 $92K — +0.0% 49Q SEC ↗
45 Strategic Wealth Advisors LLC 560 $75K — +0.0% 3Q SEC ↗
46 Truvestments Capital LLC 455 $61K — +0.0% 8Q SEC ↗
47 Capital Investment Advisory Services, 420 $56K — +0.0% 15Q SEC ↗
48 Ameritas Advisory Services, LLC NEW 396 $53K — +0.0% 1Q SEC ↗
49 CWM, LLC 389 $52K — +0.0% 16Q SEC ↗
50 NATIONAL BANK OF CANADA /FI 360 $48K -115 -24.2% 19Q SEC ↗
Biggest Increases (18)
HolderAddedChange %Total Shares
JPMORGAN CHASE & CO +48,544 +2427.2% 50,544
GOLDMAN SACHS GROUP INC +43,238 +19.9% 260,000
LPL Financial LLC +23,877 +79.8% 53,783
WELLS FARGO & COMPANY/MN +8,893 +115.0% 16,623
BANK OF AMERICA CORP /DE +3,109 +32.3% 12,738
SUSQUEHANNA INTERNATIONAL GROUP, LL +2,252 +17.7% 14,942
BLUEDOOR PRIVATE WEALTH, LLC +825 +9.1% 9,867
Kaizen Financial Strategies +472 +21.0% 2,722
ROYAL BANK OF CANADA +437 +21.5% 2,470
RAYMOND JAMES FINANCIAL INC +425 +1.9% 23,210
CITIGROUP INC +335 +1.1% 30,054
Glen Eagle Advisors, LLC +150 +21.6% 846
AMERIPRISE FINANCIAL INC +140 +6.6% 2,265
OSAIC HOLDINGS, INC. +138 +9.2% 1,632
FMR LLC +116 +8.4% 1,497
PARK AVENUE SECURITIES LLC +18 +0.5% 3,596
JONES FINANCIAL COMPANIES LLLP +11 +5.0% 233
Realta Investment Advisors +7 +13.2% 60
Biggest Decreases (9)
HolderReducedChange %Total Shares
Tower Research Capital LLC (TRC) -6,115 -55.5% 4,903
MORGAN STANLEY -1,333 -4.2% 30,716
STIFEL FINANCIAL CORP -1,314 -10.8% 10,821
UBS Group AG -1,258 -19.3% 5,267
CoreCap Advisors, LLC -365 -4.0% 8,768
Qube Research & Technologies Ltd -249 -44.1% 315
UBS AM, a distinct business unit of -156 -75.0% 52
NATIONAL BANK OF CANADA /FI -115 -24.2% 360
KESTRA PRIVATE WEALTH SERVICES, LLC -74 -2.7% 2,639

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms