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Get Institutions for : 
SPDR S&P Health Care Services ETF (XHS)  
$89.97 0.54 (0.6%) as of 4:30 Wed 5/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 43    4
Total shares held : 
342,294  
% of shares held : 
25.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -14  
Amount of shares held : 
-156,154  
% of shares held change : 
  -11.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$83.19  
Last Quarter's Ending Price : 
$88.95  
Last Quarter's Average Price
$83.79  
Change from last quarter's     
avg. price to the last closing  : 
6.18 (7.38%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 3,958
 1.16%
 
Increased Positions :
5
 4,376
 1.28%
 
Unchanged Positions :
21
 77,100
 22.52%
 
Decreased Positions :
15
-123,229
-36%
 
Closed Positions :
6
-41,259
-12.05%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 1953 - 2024-03-31 41,247 $3,911,000 -6,053
   MORGAN STANLEY 4066 - 2024-03-31 38,740 $3,674,000 -19,974
   BANK OF AMERICA CORP /DE/ 3447 - 2024-03-31 27,476 $2,606,000 -10,054
   WELLS FARGO & CO/MN 2795 - 2024-03-31 14,668 $1,391,000 -64
   CoreCap Advisors LLC 252 - 2023-12-31 11,623 $1,034,000 -72
   UBS Group AG 4033 - 2024-03-31 5,637 $535,000 -2,418
   GOLDMAN SACHS GROUP INC/ 3934 - 2024-03-31 5,075 $481,000 -40,000
   COMMONWEALTH EQUITY SERVICES LLC. 2956 - 2024-03-31 4,344 $412,000 -141
   Western Wealth Management LLC 466 - 2024-03-31 3,607 $342,000 -197
   BRIDGER CAPITAL MANAGEMENT LLC 40 - 2024-03-31 2,180 $322,000 -30
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2870 - 2024-03-31 2,465 $234,000 -412
   RAYMOND JAMES & ASSOCIATES 3512 - 2024-03-31 2,320 $220,000 -201
   Qube Research & Technologies Ltd 2760 - 2024-03-31 1,260 $119,000 -108
   NATIONAL BANK OF CANADA /FI/ 1374 - 2024-03-31 1,104 $99,000 -200
   Goodman Advisory Group LLC 106 - 2024-03-31 378 $36,000 -1,059
   PRINCIPAL SECURITIES INC. 2541 - 2024-03-31 50 $5,000 -19
   EPG Wealth Management LLC 410 - 2024-03-31 53 $5,000 -50

  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results