Vault-13

SPDR SER TR XHS

HLTH CARE SVCS · ETP · CUSIP 78464A573

53 institutional holders +0 vs Q2 2025
312,528312.5k shares reported held*
$31.8mreported value*
8 new 8 added 14 reduced 7 sold out net sold ≈ $13.9m (-137.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $101.82.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 54Q4 22: 53Q1 23: 51Q2 23: 42Q3 23: 49Q4 23: 48Q1 24: 51Q2 24: 53Q3 24: 56Q4 24: 49Q1 25: 50Q2 25: 53Q3 25: 5353Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202254
Q4 202253
Q1 202351
Q2 202342
Q3 202349
Q4 202348
Q1 202451
Q2 202453
Q3 202456
Q4 202449
Q1 202550
Q2 202553
Q3 202553

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 23: 8 bought or addedQ4 23: 21 cut or sold outQ1 24: 13 bought or addedQ1 24: 20 cut or sold outQ1 24Q2 24: 20 bought or addedQ2 24: 23 cut or sold outQ3 24: 20 bought or addedQ3 24: 20 cut or sold outQ3 24Q4 24: 12 bought or addedQ4 24: 22 cut or sold outQ1 25: 14 bought or addedQ1 25: 15 cut or sold outQ1 25Q2 25: 18 bought or addedQ2 25: 16 cut or sold outQ3 25: 16 bought or addedQ3 25: 21 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023821
Q1 20241320
Q2 20242023
Q3 20242020
Q4 20241222
Q1 20251415
Q2 20251816
Q3 20251621

Biggest buyers

KESTRA PRIVATE WEALTH SERVICES, LLC New +2,579+2.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +2,318+2.3k
RAYMOND JAMES FINANCIAL INC Added +2,311+2.3k
Kaizen Financial Strategies New +2,000+2.0k
Goodman Advisory Group, LLC New +1,614+1.6k
Tower Research Capital LLC (TRC) Added +1,456+1.5k
BANK OF AMERICA CORP /DE/ Added +1,437+1.4k
UBS Group AG Added +883+883
PARK AVENUE SECURITIES LLC Added +499+499
JONES FINANCIAL COMPANIES LLLP Added +192+192

Biggest sellers

MORGAN STANLEY Reduced -30,786-30.8k
Kestra Advisory Services, LLC Sold out -29,318-29.3k
LPL Financial LLC Reduced -22,365-22.4k
CITIGROUP INC Reduced -20,000-20.0k
GOLDMAN SACHS GROUP INC Reduced -14,896-14.9k
WELLS FARGO & COMPANY/MN Reduced -12,889-12.9k
ABSOLUTE CAPITAL MANAGEMENT, LLC Sold out -7,600-7.6k
ROYAL BANK OF CANADA Reduced -5,833-5.8k
CITADEL ADVISORS LLC Sold out -3,900-3.9k
Western Wealth Management, LLC Sold out -2,310-2.3k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 59,71959.7k $6.1m $6.1m 0.00% Reduced -20.0k -20,000
2 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 40,20840.2k $4.1m $4.1m 0.00% Reduced -14.9k -14,896
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 36,75936.8k $3.7m $3.7m 0.00% Reduced -30.8k -30,786
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 32,06432.1k $3.3m $3.3m 0.00% Reduced -22.4k -22,365
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 23,17023.2k $2.4m $2.4m 0.00% Added +2.3k +2,311
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 14,81814.8k $1.5m $1.5m 0.00% Added +1.4k +1,437
7 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 13,03313.0k $1.3m $1.3m 0.00% Reduced -871 -871
8 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 12,18112.2k $1.2m $1.2m 0.01% Unchanged
9 Summit Trail Advisors, LLC 0.01% of their portfolio NEW YORK, NY 10,07910.1k $1.0m $1.0m 0.01% Unchanged
10 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 9,6909.7k $984.2k $984.2k 0.04% Reduced -737 -737
11 Tower Research Capital LLC (TRC) 0.03% of their portfolio NEW YORK, NY 9,3149.3k $946.0k $946.0k 0.03% Added +1.5k +1,456
12 SPINNAKER TRUST 0.04% of their portfolio PORTLAND, ME 6,7056.7k $681.0k $681.0k 0.04% Unchanged
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,0676.1k $616.2k $616.2k 0.00% Added +883 +883
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5,6785.7k $576.7k $576.7k 0.00% Reduced -12.9k -12,889
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 3,1043.1k $315.0k $315.0k 0.00% Reduced -147 -147
16 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 2,9503.0k $300.0k $300.0k 0.00% Added +499 +499
17 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 2,5792.6k $261.9k $261.9k 0.00% New
18 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,4042.4k $241.6k $241.6k 0.00% Reduced -280 -280
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 2,3932.4k $243.1k $243.1k 0.00% Reduced -129 -129
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 2,3182.3k $235.4k $235.4k 0.00% New
21 ORSER CAPITAL MANAGEMENT, LLC 0.15% of their portfolio SOUTHLAKE, TX 2,0502.0k $285.3k $285.3k 0.15% Unchanged
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,0492.0k $209.0k $209.0k 0.00% Reduced -5.8k -5,833
23 Kaizen Financial Strategies 0.09% of their portfolio CAMPBELL, CA 2,0002.0k $206.2k $206.2k 0.09% New
24 Goodman Advisory Group, LLC 0.04% of their portfolio NEEDHAM, MA 1,6141.6k $163.9k $163.9k 0.04% New
25 FMR LLC 0.00% of their portfolio BOSTON, MA 1,3631.4k $138.4k $138.4k 0.00% Added +90 +90
26 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 905905 $91.9k $91.9k 0.00% Unchanged
27 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 846846 $85.9k $85.9k 0.01% Added +150 +150
28 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 824824 $83.8k $83.8k 0.01% Unchanged
29 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 785785 $79.7k $79.7k 0.00% Reduced -100 -100
30 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 748748 $76.0k $76.0k 0.00% Reduced -148 -148
31 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 603603 $61.2k $61.2k 0.00% Reduced -16 -16
32 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 475475 $48.2k $48.2k 0.00% Unchanged
33 Truvestments Capital LLC 0.01% of their portfolio SARASOTA, FL 455455 $46.2k $46.2k 0.01% Unchanged
34 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 420420 $42.6k $42.6k 0.00% Unchanged
35 CWM, LLC 0.00% of their portfolio OMAHA, NE 400400 $41.0k $41.0k 0.00% Unchanged
36 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 396396 $40.2k $40.2k 0.00% Unchanged
37 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 213213 $21.6k $21.6k 0.00% Added +192 +192
38 Missouri Trust & Investment Co 0.01% of their portfolio SPRINGFIELD, MO 200200 $20.3k $20.3k 0.01% Unchanged
39 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 160160 $16.2k $16.2k 0.00% Unchanged
40 Medallion Wealth Advisors, LLC 0.00% of their portfolio FARMINGTON, CT 125125 $12.7k $12.7k 0.00% New
41 Wiser Advisor Group LLC 0.01% of their portfolio PHOENIX, AZ 112112 $11.4k $11.4k 0.01% New
42 Plante Moran Financial Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 8585 $8.6k $8.6k 0.00% Unchanged
43 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 7575 $7.6k $7.6k 0.00% Unchanged
44 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 6666 $6.7k $6.7k 0.00% Unchanged
45 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5555 $5.6k $5.6k 0.00% Unchanged
46 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 5555 $5.6k $5.6k 0.00% Unchanged
47 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 5151 $5.2k $5.2k 0.00% Unchanged
48 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 4646 $4.7k $4.7k 0.00% New
49 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4040 $4.1k $4.1k 0.00% Unchanged
50 Central Pacific Bank - Trust Division 0.00% of their portfolio HONOLULU, HI 3232 $3.2k $3.2k 0.00% Unchanged
51 Scarborough Advisors, LLC 0.00% of their portfolio ANNAPOLIS, MD 2929 $2.9k $2.9k 0.00% Unchanged
52 Realta Investment Advisors 0.00% of their portfolio WILMINGTON, DE 1818 $1.8k $1.8k 0.00% New
53 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 22 $203 $203 0.00% Unchanged