Vault-13

SPDR SER TR XHS

HLTH CARE SVCS · ETP · CUSIP 78464A573

70 institutional holders +7 vs Q1 2026
698,028698.0k shares reported held*
$94.6mreported value*
18 new 18 added 9 reduced 10 sold out net bought ≈ $26.0m (+197.1k 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 ($6.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $135.52.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 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: 53Q4 25: 62Q1 26: 63Q2 26: 7070Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q4 202562
Q1 202663
Q2 202670

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 20 bought or addedQ3 24: 20 cut or sold outQ4 24: 12 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 14 bought or addedQ1 25: 15 cut or sold outQ2 25: 18 bought or addedQ2 25: 16 cut or sold outQ2 25Q3 25: 16 bought or addedQ3 25: 21 cut or sold outQ4 25: 22 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 17 bought or addedQ1 26: 19 cut or sold outQ2 26: 36 bought or addedQ2 26: 19 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242020
Q4 20241222
Q1 20251415
Q2 20251816
Q3 20251621
Q4 20252216
Q1 20261719
Q2 20263619

Biggest buyers

JPMORGAN CHASE & CO Added +48,544+48.5k
GOLDMAN SACHS GROUP INC Added +43,238+43.2k
Spire Wealth Management New +28,286+28.3k
Finivi Inc. New +26,758+26.8k
LPL Financial LLC Added +23,877+23.9k
Integrated Wealth Concepts LLC New +17,340+17.3k
FSA WEALTH PARTNERS, INC. New +10,813+10.8k
WELLS FARGO & COMPANY/MN Added +8,893+8.9k
Equitable Holdings, Inc. New +3,604+3.6k
SCOTIA CAPITAL INC. New +3,450+3.5k

Biggest sellers

HRT FINANCIAL LP Sold out -10,734-10.7k
TWO SIGMA INVESTMENTS, LP Sold out -10,600-10.6k
Tower Research Capital LLC (TRC) Reduced -6,115-6.1k
JANE STREET GROUP, LLC Sold out -3,182-3.2k
CITADEL ADVISORS LLC Sold out -2,278-2.3k
MORGAN STANLEY Reduced -1,333-1.3k
STIFEL FINANCIAL CORP Reduced -1,314-1.3k
UBS Group AG Reduced -1,258-1.3k
CoreCap Advisors, LLC Reduced -365-365
Qube Research & Technologies Ltd Reduced -249-249

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 260,000260.0k $34.3m $34.3m 0.00% Added +43.2k +43,238
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 53,78353.8k $7.1m $7.1m 0.00% Added +23.9k +23,877
3 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 50,54450.5k $6.6m $6.6m 0.00% Added +48.5k +48,544
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 30,71630.7k $4.1m $4.1m 0.00% Reduced -1.3k -1,333
5 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 30,05430.1k $4.0m $4.0m 0.00% Added +335 +335
6 Spire Wealth Management 0.11% of their portfolio MCLEAN, VA 28,28628.3k $3.7m $3.7m 0.11% New
7 Finivi Inc. 1.81% of their portfolio WESTBOROUGH, MA 26,75826.8k $3.5m $3.5m 1.81% New
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 23,21023.2k $3.1m $3.1m 0.00% Added +425 +425
9 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 17,34017.3k $2.3m $2.3m 0.01% New
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 16,62316.6k $2.2m $2.2m 0.00% Added +8.9k +8,893
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,94214.9k $2.0m $2.0m 0.00% Added +2.3k +2,252
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 12,73812.7k $1.7m $1.7m 0.00% Added +3.1k +3,109
13 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 12,18112.2k $1.6m $1.6m 0.01% Unchanged
14 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,82110.8k $1.4m $1.4m 0.00% Reduced -1.3k -1,314
15 FSA WEALTH PARTNERS, INC. 0.36% of their portfolio Rockville, MD 10,81310.8k $1.4m $1.4m 0.36% New
16 BLUEDOOR PRIVATE WEALTH, LLC 0.55% of their portfolio BEVERLY, MA 9,8679.9k $1.3m $1.3m 0.55% Added +825 +825
17 Summit Trail Advisors, LLC 0.02% of their portfolio NEW YORK, NY 9,3379.3k $1.2m $1.2m 0.02% Unchanged
18 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 8,7688.8k $1.2m $1.2m 0.03% Reduced -365 -365
19 SPINNAKER TRUST 0.04% of their portfolio PORTLAND, ME 6,7056.7k $885.7k $885.7k 0.04% Unchanged
20 Alamea Verwaltungs GmbH 0.63% of their portfolio Edison, NJ 6,0006.0k $792.6k $792.6k 0.63% Unchanged
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,2675.3k $695.8k $695.8k 0.00% Reduced -1.3k -1,258
22 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 4,9034.9k $647.7k $647.7k 0.02% Reduced -6.1k -6,115
23 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 3,6043.6k $476.1k $476.1k 0.00% New
24 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 3,5963.6k $475.0k $475.0k 0.00% Added +18 +18
25 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 3,4503.5k $455.7k $455.7k 0.00% New
26 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 3,0123.0k $397.9k $397.9k 0.01% New
27 Kaizen Financial Strategies 0.15% of their portfolio CAMPBELL, CA 2,7222.7k $370.7k $370.7k 0.15% Added +472 +472
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 2,6932.7k $355.8k $355.8k 0.00% Unchanged
29 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 2,6392.6k $348.6k $348.6k 0.00% Reduced -74 -74
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,4702.5k $326.0k $326.0k 0.00% Added +437 +437
31 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 2,2652.3k $299.2k $299.2k 0.00% Added +140 +140
32 ORSER CAPITAL MANAGEMENT, LLC 0.16% of their portfolio SOUTHLAKE, TX 2,0002.0k $317.3k $317.3k 0.16% Unchanged
33 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 1,8311.8k $241.8k $241.8k 0.01% New
34 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 1,7751.8k $234.5k $234.5k 0.00% New
35 Corecam Pte. Ltd. 0.09% of their portfolio SINGAPORE, U0 1,7701.8k $233.8k $233.8k 0.09% New
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,6321.6k $215.8k $215.8k 0.00% Added +138 +138
37 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 1,6081.6k $212.4k $212.4k 0.00% New
38 First Growth Capital LLC 0.15% of their portfolio PIKESVILLE, MD 1,5151.5k $200.1k $200.1k 0.15% New
39 FMR LLC 0.00% of their portfolio BOSTON, MA 1,4971.5k $197.7k $197.7k 0.00% Added +116 +116
40 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 905905 $119.6k $119.6k 0.00% Unchanged
41 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 846846 $111.8k $111.8k 0.01% Added +150 +150
42 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 808808 $106.9k $106.9k 0.01% Unchanged
43 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 785785 $103.6k $103.6k 0.00% Unchanged
44 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 690690 $91.1k $91.1k 0.00% Unchanged
45 Strategic Wealth Advisors LLC 0.05% of their portfolio SCOTTSDALE, AZ 560560 $59.0k $59.0k 0.05% Unchanged
46 Truvestments Capital LLC 0.01% of their portfolio SARASOTA, FL 455455 $60.1k $60.1k 0.01% Unchanged
47 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 420420 $55.5k $55.5k 0.00% Unchanged
48 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 396396 $52.3k $52.3k 0.00% New
49 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 360360 $47.5k $47.5k 0.00% Reduced -115 -115
50 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 315315 $41.6k $41.6k 0.00% Reduced -249 -249
51 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 277277 $36.6k $36.6k 0.00% Unchanged
52 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 233233 $30.5k $30.5k 0.00% Added +11 +11
53 Barnes Dennig Private Wealth Management LLC 0.02% of their portfolio CINCINNATI, OH 214214 $28.3k $28.3k 0.02% New
54 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 160160 $21.1k $21.1k 0.00% Unchanged
55 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 125125 $16.5k $16.5k 0.01% Unchanged
56 Wiser Advisor Group LLC 0.02% of their portfolio PHOENIX, AZ 112112 $14.8k $14.8k 0.02% Unchanged
57 Plante Moran Financial Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 8585 $11.2k $11.2k 0.00% Unchanged
58 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 7676 $10.0k $10.0k 0.00% New
59 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 7575 $9.9k $9.9k 0.00% Unchanged
60 GFS Advisors, LLC 0.13% of their portfolio HOUSTON, TX 7575 $2.4m $2.4m 0.13% New
61 Realta Investment Advisors 0.00% of their portfolio WILMINGTON, DE 6060 $7.9k $7.9k 0.00% Added +7 +7
62 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 5555 $7.3k $7.3k 0.00% Unchanged
63 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 5252 $6.9k $6.9k 0.00% Reduced -156 -156
64 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5050 $6.6k $6.6k 0.00% Unchanged
65 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 4646 $6.1k $6.1k 0.00% Unchanged
66 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4040 $5.3k $5.3k 0.00% Unchanged
67 Central Pacific Bank - Trust Division 0.00% of their portfolio HONOLULU, HI 3232 $4.2k $4.2k 0.00% Unchanged
68 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3030 $4.0k $4.0k 0.00% New
69 TOTH FINANCIAL ADVISORY CORP 0.00% of their portfolio LEESBURG, VA 88 $1.1k $1.1k 0.00% New
70 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 22 $264 $264 0.00% Unchanged