SS Spdr S&P HC Services ETF (XHS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares153,741 from 53,783

Change+99,958 (+186%)

Value$20.3M (+$13.2M)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares29,724 from 30,054

Change-330 (-1%)

Value$3.9M (-$37.9K)

Filed 2026-11-04

Finivi Inc.

INCREASED

Shares27,193 from 26,758

Change+435 (+2%)

Value$3.6M (+$62.6K)

Filed 2026-10-13

Spire Wealth Management

DECREASED

Shares27,166 from 28,286

Change-1,120 (-4%)

Value$3.6M (-$144.0K)

Filed 2026-10-30

Concurrent Investment Advisors, LLC

NEW

Shares25,698

Change+25,698

Value$3.4M

Filed 2026-10-16

Merit Financial Group, LLC

UNCHANGED

Shares12,181 from 12,181

Change0 (0%)

Value$1.6M (+$2.3K)

Filed 2026-11-06

Bluedoor Private Wealth, LLC

INCREASED

Shares10,894 from 9,867

Change+1,027 (+10%)

Value$1.4M (+$137.7K)

Filed 2026-11-05

FSA Wealth Partners, Inc.

DECREASED

Shares10,502 from 10,813

Change-311 (-3%)

Value$1.4M (-$39.1K)

Filed 2026-10-26

Ibex Wealth Advisors

NEW

Shares9,446

Change+9,446

Value$1.2M

Filed 2026-11-06

CoreCap Advisors, LLC

DECREASED

Shares8,070 from 8,768

Change-698 (-8%)

Value$1.1M (-$90.7K)

Filed 2026-10-08

Kestra Advisory Services, LLC

INCREASED

Shares5,544 from 1,775

Change+3,769 (+212%)

Value$733.4K (+$498.9K)

Filed 2026-11-02

Compass Financial Management LLC

NEW

Shares4,670

Change+4,670

Value$617.8K

Filed 2026-10-30

Park Avenue Securities LLC

INCREASED

Shares3,824 from 3,596

Change+228 (+6%)

Value$506 (-$474.5K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

NEW

Shares2,876

Change+2,876

Value$380

Filed 2026-11-02

Kaizen Financial Strategies

INCREASED

Shares2,750 from 2,722

Change+28 (+1%)

Value$363.8K (-$6.9K)

Filed 2026-10-09

Commonwealth Equity Services, LLC

DECREASED

Shares2,644 from 2,693

Change-49 (-2%)

Value$349.8K (-$6.0K)

Filed 2026-11-02

Kestra Private Wealth Services, LLC

DECREASED

Shares2,513 from 2,639

Change-126 (-5%)

Value$332.4K (-$16.2K)

Filed 2026-11-06

Indivisible Partners

NEW

Shares2,387

Change+2,387

Value$315.8K

Filed 2026-10-26

Belvedere Trading LLC

NEW

Shares2,139

Change+2,139

Value$283.0K

Filed 2026-11-05

Orser Capital Management, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$336.8K (+$19.5K)

Filed 2026-10-13

Private Advisory Group LLC

NEW

Shares1,542

Change+1,542

Value$204.0K

Filed 2026-11-06

Farther Finance Advisors, LLC

NEW

Shares890

Change+890

Value$117.7K

Filed 2026-10-08

PNC Financial Services Group, Inc.

UNCHANGED

Shares785 from 785

Change0 (0%)

Value$103.8K (+$149)

Filed 2026-11-06

Lanark Financial, Inc.

DECREASED

Shares548 from 808

Change-260 (-32%)

Value$72.5K (-$34.4K)

Filed 2026-10-26

Barnes Dennig Private Wealth Management LLC

INCREASED

Shares241 from 214

Change+27 (+13%)

Value$31.9K (+$3.6K)

Filed 2026-10-30

Capital Investment Advisory Services, LLC

DECREASED

Shares160 from 420

Change-260 (-62%)

Value$21.2K (-$34.4K)

Filed 2026-10-30

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares85 from 85

Change0 (0%)

Value$11.2K (+$16)

Filed 2026-11-04

Golden State Wealth Management, LLC

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$7.3K (+$10)

Filed 2026-11-02

IFP Advisors, Inc

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$5.3K (+$8)

Filed 2026-10-16

Central Pacific Bank - Trust Division

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$4.2K (+$6)

Filed 2026-10-06

Corecam Pte. Ltd.

CLOSED

Shares0 from 1,770

Change-1,770 (-100%)

Value$0 (-$233.8K)

Filed 2026-10-23

First Growth Capital LLC

CLOSED

Shares0 from 1,515

Change-1,515 (-100%)

Value$0 (-$200.1K)

Filed 2026-10-15

Strategic Wealth Advisors LLC

CLOSED

Shares0 from 560

Change-560 (-100%)

Value$0 (-$59)

Filed 2026-11-06

AdvisorNet Financial, Inc

CLOSED

Shares0 from 76

Change-76 (-100%)

Value$0 (-$10.0K)

Filed 2026-10-15

GFS Advisors, LLC

CLOSED

Shares0 from 75

Change-75 (-100%)

Value$0 (-$2.4M)

Filed 2026-11-03

Realta Investment Advisors

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$7.9K)

Filed 2026-10-14

Toth Financial Advisory Corp

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-08

Goldman Sachs Group Inc

N/A

Shares— from 260,000

Change-260,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 50,544

Change-50,544 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 30,716

Change-30,716 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 23,210

Change-23,210 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 16,623

Change-16,623 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 14,942

Change-14,942 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 12,738

Change-12,738 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,821

Change-10,821 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 9,337

Change-9,337 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 8,670

Change-8,670 (-100%)

Value—

Spinnaker Trust

N/A

Shares— from 6,705

Change-6,705 (-100%)

Value—

Alamea Verwaltungs GmbH

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 5,267

Change-5,267 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,903

Change-4,903 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 3,604

Change-3,604 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 3,450

Change-3,450 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 3,012

Change-3,012 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,470

Change-2,470 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 2,265

Change-2,265 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 1,831

Change-1,831 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,632

Change-1,632 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 1,608

Change-1,608 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,497

Change-1,497 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 905

Change-905 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 846

Change-846 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 690

Change-690 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 455

Change-455 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 396

Change-396 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 360

Change-360 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 315

Change-315 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 277

Change-277 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 233

Change-233 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 160

Change-160 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 125

Change-125 (-100%)

Value—

Wiser Advisor Group LLC

N/A

Shares— from 112

Change-112 (-100%)

Value—

Blair William & Co

N/A

Shares— from 75

Change-75 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 30

Change-30 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	153,741	53,783	+99,958	+186%	$7.1M	$20.3M	+$13.2M	2026-11-06
Citigroup Inc	DECREASED	29,724	30,054	-330	-1%	$4.0M	$3.9M	-$37.9K	2026-11-04
Finivi Inc.	INCREASED	27,193	26,758	+435	+2%	$3.5M	$3.6M	+$62.6K	2026-10-13
Spire Wealth Management	DECREASED	27,166	28,286	-1,120	-4%	$3.7M	$3.6M	-$144.0K	2026-10-30
Concurrent Investment Advisors, LLC	NEW	25,698	—	+25,698	—	—	$3.4M	—	2026-10-16
Merit Financial Group, LLC	UNCHANGED	12,181	12,181	0	0%	$1.6M	$1.6M	+$2.3K	2026-11-06
Bluedoor Private Wealth, LLC	INCREASED	10,894	9,867	+1,027	+10%	$1.3M	$1.4M	+$137.7K	2026-11-05
FSA Wealth Partners, Inc.	DECREASED	10,502	10,813	-311	-3%	$1.4M	$1.4M	-$39.1K	2026-10-26
Ibex Wealth Advisors	NEW	9,446	—	+9,446	—	—	$1.2M	—	2026-11-06
CoreCap Advisors, LLC	DECREASED	8,070	8,768	-698	-8%	$1.2M	$1.1M	-$90.7K	2026-10-08
Kestra Advisory Services, LLC	INCREASED	5,544	1,775	+3,769	+212%	$234.5K	$733.4K	+$498.9K	2026-11-02
Compass Financial Management LLC	NEW	4,670	—	+4,670	—	—	$617.8K	—	2026-10-30
Park Avenue Securities LLC	INCREASED	3,824	3,596	+228	+6%	$475.0K	$506	-$474.5K	2026-10-26
Cambridge Investment Research Advisors, Inc.	NEW	2,876	—	+2,876	—	—	$380	—	2026-11-02
Kaizen Financial Strategies	INCREASED	2,750	2,722	+28	+1%	$370.7K	$363.8K	-$6.9K	2026-10-09
Commonwealth Equity Services, LLC	DECREASED	2,644	2,693	-49	-2%	$355.8K	$349.8K	-$6.0K	2026-11-02
Kestra Private Wealth Services, LLC	DECREASED	2,513	2,639	-126	-5%	$348.6K	$332.4K	-$16.2K	2026-11-06
Indivisible Partners	NEW	2,387	—	+2,387	—	—	$315.8K	—	2026-10-26
Belvedere Trading LLC	NEW	2,139	—	+2,139	—	—	$283.0K	—	2026-11-05
Orser Capital Management, LLC	UNCHANGED	2,000	2,000	0	0%	$317.3K	$336.8K	+$19.5K	2026-10-13
Private Advisory Group LLC	NEW	1,542	—	+1,542	—	—	$204.0K	—	2026-11-06
Farther Finance Advisors, LLC	NEW	890	—	+890	—	—	$117.7K	—	2026-10-08
PNC Financial Services Group, Inc.	UNCHANGED	785	785	0	0%	$103.6K	$103.8K	+$149	2026-11-06
Lanark Financial, Inc.	DECREASED	548	808	-260	-32%	$106.9K	$72.5K	-$34.4K	2026-10-26
Barnes Dennig Private Wealth Management LLC	INCREASED	241	214	+27	+13%	$28.3K	$31.9K	+$3.6K	2026-10-30
Capital Investment Advisory Services, LLC	DECREASED	160	420	-260	-62%	$55.5K	$21.2K	-$34.4K	2026-10-30
Plante Moran Financial Advisors, LLC	UNCHANGED	85	85	0	0%	$11.2K	$11.2K	+$16	2026-11-04
Golden State Wealth Management, LLC	UNCHANGED	55	55	0	0%	$7.3K	$7.3K	+$10	2026-11-02
IFP Advisors, Inc	UNCHANGED	40	40	0	0%	$5.3K	$5.3K	+$8	2026-10-16
Central Pacific Bank - Trust Division	UNCHANGED	32	32	0	0%	$4.2K	$4.2K	+$6	2026-10-06
Corecam Pte. Ltd.	CLOSED	0	1,770	-1,770	-100%	$233.8K	$0	-$233.8K	2026-10-23
First Growth Capital LLC	CLOSED	0	1,515	-1,515	-100%	$200.1K	$0	-$200.1K	2026-10-15
Strategic Wealth Advisors LLC	CLOSED	0	560	-560	-100%	$59	$0	-$59	2026-11-06
AdvisorNet Financial, Inc	CLOSED	0	76	-76	-100%	$10.0K	$0	-$10.0K	2026-10-15
GFS Advisors, LLC	CLOSED	0	75	-75	-100%	$2.4M	$0	-$2.4M	2026-11-03
Realta Investment Advisors	CLOSED	0	60	-60	-100%	$7.9K	$0	-$7.9K	2026-10-14
Toth Financial Advisory Corp	CLOSED	0	8	-8	-100%	$1.1K	$0	-$1.1K	2026-10-08
Goldman Sachs Group Inc	N/A	—	260,000	-260,000	-100%	$34.3M	—	—	—
JPMorgan Chase & Co	N/A	—	50,544	-50,544	-100%	$6.6M	—	—	—
Morgan Stanley	N/A	—	30,716	-30,716	-100%	$4.1M	—	—	—
Raymond James Financial Inc	N/A	—	23,210	-23,210	-100%	$3.1M	—	—	—
Wells Fargo & Company	N/A	—	16,623	-16,623	-100%	$2.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	14,942	-14,942	-100%	$2.0M	—	—	—
Bank of America Corp	N/A	—	12,738	-12,738	-100%	$1.7M	—	—	—
Stifel Financial Corp	N/A	—	10,821	-10,821	-100%	$1.4M	—	—	—
Summit Trail Advisors, LLC	N/A	—	9,337	-9,337	-100%	$1.2M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	8,670	-8,670	-100%	$1.1M	—	—	—
Spinnaker Trust	N/A	—	6,705	-6,705	-100%	$885.7K	—	—	—
Alamea Verwaltungs GmbH	N/A	—	6,000	-6,000	-100%	$792.6K	—	—	—
UBS Group AG	N/A	—	5,267	-5,267	-100%	$695.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,903	-4,903	-100%	$647.7K	—	—	—
Equitable Holdings, Inc.	N/A	—	3,604	-3,604	-100%	$476.1K	—	—	—
Scotia Capital Inc.	N/A	—	3,450	-3,450	-100%	$455.7K	—	—	—
CreativeOne Wealth, LLC	N/A	—	3,012	-3,012	-100%	$397.9K	—	—	—
Royal Bank of Canada	N/A	—	2,470	-2,470	-100%	$326.0K	—	—	—
Ameriprise Financial Inc	N/A	—	2,265	-2,265	-100%	$299.2K	—	—	—
Western Wealth Management, LLC	N/A	—	1,831	-1,831	-100%	$241.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,632	-1,632	-100%	$215.8K	—	—	—
Envestnet Asset Management Inc	N/A	—	1,608	-1,608	-100%	$212.4K	—	—	—
FMR LLC	N/A	—	1,497	-1,497	-100%	$197.7K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	905	-905	-100%	$119.6K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	846	-846	-100%	$111.8K	—	—	—
Bank of Montreal	N/A	—	690	-690	-100%	$91.1K	—	—	—
Truvestments Capital LLC	N/A	—	455	-455	-100%	$60.1K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	396	-396	-100%	$52.3K	—	—	—
National Bank of Canada	N/A	—	360	-360	-100%	$47.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	315	-315	-100%	$41.6K	—	—	—
Arax Advisory Partners	N/A	—	277	-277	-100%	$36.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	233	-233	-100%	$30.5K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	160	-160	-100%	$21.1K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	125	-125	-100%	$16.5K	—	—	—
Wiser Advisor Group LLC	N/A	—	112	-112	-100%	$14.8K	—	—	—
Blair William & Co	N/A	—	75	-75	-100%	$9.9K	—	—	—
UBS Asset Management Americas LLC	N/A	—	52	-52	-100%	$6.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	50	-50	-100%	$6.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	46	-46	-100%	$6.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	30	-30	-100%	$4.0K	—	—	—
Huntington National Bank	N/A	—	2	-2	-100%	$264	—	—	—

Showing 78 of 78 institutions