XHS Institutional Ownership & Shareholders
SPDR S&P HEALTH CARE SER ETF (XHS) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $93.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Goldman Sachs Group Inc is currently the largest disclosed institutional shareholder of XHS tracked by InsiderSet, reporting ownership valued at approximately $34.35M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.00M, representing an estimated gain of +1.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed XHS value among the investors covered in this analysis. Major shareholders include Goldman Sachs Group Inc, Lpl Financial Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in SPDR S&P HEALTH CARE SER ETF (XHS).
This page ranks the largest institutional XHS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
70
Total Reported Value
$93.52M
Largest Holder
Goldman Sachs Group Inc
Largest Position
$34.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 0.00% | 260,000 | $34,346,000 | $35,001,200 | +$655,200 | +1.91% | |
| Lpl Financial Llc | 0.00% | 53,783 | $7,104,766 | $7,240,267 | +$135,501 | +1.91% | |
| Jpmorgan Chase & Co | 0.00% | 50,544 | $6,614,188 | $6,804,233 | +$190,045 | +2.87% | |
| Morgan Stanley | 0.00% | 30,716 | $4,057,584 | $4,134,988 | +$77,404 | +1.91% | |
| Citigroup Inc | 0.00% | 30,054 | $3,970,133 | $4,045,869 | +$75,736 | +1.91% | |
| Spire Wealth Management | 0.11% | 28,286 | $3,737,784 | $3,807,861 | +$70,077 | +1.87% | |
| Finivi Inc. | 1.81% | 26,758 | $3,534,732 | $3,602,162 | +$67,430 | +1.91% | |
| Raymond James Financial Inc | 0.00% | 23,210 | $3,065,983 | $3,124,530 | +$58,547 | +1.91% | |
| Gfs Advisors, Llc | 0.25% | 75 | $2,408,882 | $10,097 | -$2,398,786 | -99.58% | |
| Wells Fargo & Company/Mn | 0.00% | 16,623 | $2,195,899 | $2,237,788 | +$41,889 | +1.91% | |
| Susquehanna International Group, Llp | 0.00% | 14,942 | $1,973,838 | $2,011,492 | +$37,654 | +1.91% | |
| Bank Of America Corp | 0.00% | 12,738 | $1,682,690 | $1,714,790 | +$32,100 | +1.91% | |
| Merit Financial Group, Llc | 0.01% | 12,181 | $1,609,110 | $1,639,806 | +$30,696 | +1.91% | |
| Stifel Financial Corp | 0.00% | 10,821 | $1,429,436 | $1,456,723 | +$27,287 | +1.91% | |
| Fsa Wealth Partners, Inc. | 0.36% | 10,813 | $1,428,397 | $1,455,646 | +$27,249 | +1.91% | |
| Bluedoor Private Wealth, Llc | 0.55% | 9,867 | $1,303,431 | $1,328,296 | +$24,865 | +1.91% | |
| Summit Trail Advisors, Llc | 0.02% | 9,337 | $1,233,418 | $1,256,947 | +$23,529 | +1.91% | |
| Integrated Wealth Concepts Llc | 0.01% | 8,670 | $1,145,315 | $1,167,155 | +$21,840 | +1.91% | |
| Corecap Advisors, Llc | 0.03% | 8,070 | $1,067,627 | $1,086,383 | +$18,756 | +1.76% | |
| Spinnaker Trust | 0.04% | 6,705 | $885,731 | $902,627 | +$16,896 | +1.91% | |
| Alamea Verwaltungs Gmbh | 0.63% | 6,000 | $792,600 | $807,720 | +$15,120 | +1.91% | |
| Ubs Group Ag | 0.00% | 5,267 | $695,771 | $709,044 | +$13,273 | +1.91% | |
| Tower Research Capital Llc (Trc) | 0.02% | 4,903 | $647,686 | $660,042 | +$12,356 | +1.91% | |
| Equitable Holdings, Inc. | 0.00% | 3,604 | $476,058 | $485,170 | +$9,112 | +1.91% | |
| Park Avenue Securities Llc | 0.00% | 3,596 | $475,000 | $484,094 | +$9,094 | +1.91% | |
| Scotia Capital Inc. | 0.00% | 3,450 | $455,746 | $464,439 | +$8,693 | +1.91% | |
| Creativeone Wealth, Llc | 0.01% | 3,012 | $397,887 | $405,475 | +$7,588 | +1.91% | |
| Kaizen Financial Strategies | 0.14% | 2,750 | $363,798 | $370,205 | +$6,407 | +1.76% | |
| Commonwealth Equity Services, Llc | 0.00% | 2,693 | $355,800 | $362,532 | +$6,732 | +1.89% | |
| Kestra Private Wealth Services, Llc | 0.00% | 2,639 | $348,613 | $355,262 | +$6,649 | +1.91% | |
| Royal Bank Of Canada | 0.00% | 2,470 | $326,000 | $332,511 | +$6,511 | +2.00% | |
| Orser Capital Management, Llc | 0.16% | 2,000 | $317,320 | $269,240 | -$48,080 | -15.15% | |
| Ameriprise Financial Inc | 0.00% | 2,265 | $299,169 | $304,914 | +$5,745 | +1.92% | |
| Western Wealth Management, Llc | 0.01% | 1,831 | $241,835 | $246,489 | +$4,654 | +1.92% | |
| Kestra Advisory Services, Llc | 0.00% | 1,775 | $234,538 | $238,951 | +$4,413 | +1.88% | |
| Corecam Pte. Ltd. | 0.09% | 1,770 | $233,817 | $238,277 | +$4,460 | +1.91% | |
| Osaic Holdings, Inc. | 0.00% | 1,632 | $215,793 | $219,700 | +$3,907 | +1.81% | |
| Envestnet Asset Management Inc | 0.00% | 1,608 | $212,417 | $216,469 | +$4,052 | +1.91% | |
| First Growth Capital Llc | 0.15% | 1,515 | $200,132 | $203,949 | +$3,817 | +1.91% | |
| Fmr Llc | 0.00% | 1,497 | $197,733 | $201,526 | +$3,793 | +1.92% | |
| Atlantic Union Bankshares Corp | 0.00% | 905 | $119,551 | $121,831 | +$2,280 | +1.91% | |
| Farther Finance Advisors, Llc | 0.00% | 890 | $117,739 | $119,812 | +$2,073 | +1.76% | |
| Glen Eagle Advisors, Llc | 0.01% | 846 | $111,757 | $113,889 | +$2,132 | +1.91% | |
| Nbc Securities, Inc. | 0.01% | 808 | $106,858 | $108,773 | +$1,915 | +1.79% | |
| Pnc Financial Services Group, Inc. | 0.00% | 785 | $103,634 | $105,677 | +$2,043 | +1.97% | |
| Bank Of Montreal | 0.00% | 690 | $91,149 | $92,888 | +$1,739 | +1.91% | |
| Truvestments Capital Llc | 0.01% | 455 | $60,106 | $61,252 | +$1,146 | +1.91% | |
| Strategic Wealth Advisors Llc | 0.05% | 560 | $59,000 | $75,387 | +$16,387 | +27.77% | |
| Capital Investment Advisory Services, Llc | 0.00% | 420 | $55,528 | $56,540 | +$1,012 | +1.82% | |
| Ameritas Advisory Services, Llc | 0.00% | 396 | $52,320 | $53,310 | +$990 | +1.89% |
Frequently asked questions about XHS
Who are the largest institutional holders of XHS?
The largest institutional holders of XHS reported in the latest SEC Form 13F filings include Goldman Sachs Group Inc, Lpl Financial Llc, Jpmorgan Chase & Co, Morgan Stanley, and Citigroup Inc. InsiderSet ranks institutional holders by their latest reported XHS position.
What is XHS institutional ownership?
This page tracks XHS positions reported by institutional investment managers through SEC Form 13F. SPDR S&P HEALTH CARE SER ETF (XHS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XHS?
InsiderSet currently tracks 70 institutional managers reporting XHS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XHS shareholders.
How much XHS stock do institutions own?
Institutional investment managers disclosed approximately $93.52M in XHS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XHS institutional ownership last updated?
The latest XHS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XHS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XHS position after the reporting date.
Are institutions buying or selling XHS?
Institutional buying and selling can be analyzed by comparing XHS positions across consecutive 13F reporting periods. InsiderSet's XHS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XHS ownership changes.
How has XHS institutional ownership changed over time?
InsiderSet tracks XHS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.