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Disclosery

XAR SPDR SERIES TRUST

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SHS (fund)

610 managers (618 13F filers) reported a position in XAR shares at 2026-06-30, 10,375,261 shares in all. 89 filers opened a position and 46 filers sold out during the quarter.

Managers
610
13F filers
618
New
89
Added
241
Reduced
142
Sold out
46
Shares held by filers
10,375,261

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Stonebridge Financial Planning Group, L…3,851$1.09M0.35%-5113F-HRTimeline
Larry Mathis Financial Planning, LLC3,826$1.09M0.83%-2913F-HR/ATimeline
Founders Financial Alliance, LLC3,784$1.07M0.14%-14513F-HRTimeline
MAI Capital Management3,772$1.07M<0.01%+1,45613F-HRTimeline
Vise Technologies, Inc.3,771$1.07M0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,762$1.07M0.03%-17,64213F-HRTimelineGroup
Arrowroot Family Office, LLC3,745$1.06M0.3%+8113F-HRTimeline
AVALON CAPITAL MANAGEMENT3,721$1.06M0.25%013F-HRTimeline
PLANNING DIRECTIONS INC3,706$1.05M0.49%+53413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,687$1.05M0.01%+42013F-HRTimelineGroup
Signature Equity Partners, LLC3,663$1.04M0.48%+2313F-HRTimeline
Quadrant Private Wealth Management, LLC3,662$1.04M0.23%+52013F-HRTimeline
OLD NATIONAL BANCORP /IN/3,630$1.03M0.02%-48513F-HRTimeline
Balboa Wealth Partners3,628$1.03M0.14%-4913F-HRTimeline
LANARK FINANCIAL, INC.3,603$1.02M0.07%-23713F-HRTimeline
HARBOUR INVESTMENTS, INC.3,548$1.01M0.01%-1,13713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,521$999K<0.01%+3113F-HRTimelineGroup
BLB&B Advisors, LLC3,498$993K0.04%013F-HRTimeline
Meridian Wealth Management, LLC3,371$957K0.03%+7013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,346$950K0.02%-75413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,224$915K<0.01%+1013F-HRTimelineGroup
Quantinno Capital Management LP3,212$912K<0.01%-40113F-HRTimeline
Arkadios Wealth Advisors3,206$910K0.01%+76713F-HRTimeline
CPWA, LLC3,162$897K1.04%-113F-HRTimeline
PFG Advisors3,147$893K0.05%+1,46413F-HRTimeline
Onyx Bridge Wealth Group LLC3,142$892K0.08%+27213F-HRTimeline
Focus Financial Network, Inc.3,140$891K0.03%+16613F-HRTimeline
Maridea Wealth Management LLC3,069$871K0.09%-1,93013F-HRTimeline
WJ Wealth Management, LLC3,050$866K0.34%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,034$861K0.03%+56113F-HRTimeline
FIRST HORIZON CORP3,025$858K0.03%013F-HRTimeline
Premier Private Wealth Management LLC3,025$858K0.75%+4413F-HRTimeline
Clearstead Advisors, LLC3,011$855K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,000$851K0.02%013F-HRTimeline
Nova Wealth Management, Inc.2,999$851K0.47%+26113F-HRTimeline
HB Wealth Management, LLC2,955$839K<0.01%+16613F-HRTimeline
VestGen Advisors, LLC2,951$837K0.02%-20013F-HRTimeline
Greenline Wealth Management LLC2,929$831K0.68%+56613F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,890$820K0.26%+97113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,874$816K<0.01%+5613F-HRTimelineGroup
CAP Partners, LLC2,838$805K0.39%+29113F-HRTimeline
Murphy & Mullick Capital Management Corp2,825$802K0.5%-8513F-HRTimeline
Prime Capital Investment Advisors, LLC2,781$789K0.01%-713F-HRTimeline
Claro Advisors Inc.2,754$782K0.08%+91113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,752$781K0.03%-15113F-HRTimeline
Sowell Financial Services LLC2,746$779K0.03%+5613F-HRTimeline
Moors & Cabot, Inc.2,742$778K0.03%-58313F-HRTimeline
McKinley Carter Wealth Services, Inc.2,699$766K0.04%013F-HRTimeline
Scarborough Advisors, LLC2,709$759K0.09%-1,57213F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC2,673$759K2.55%-1,18713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,663$756K<0.01%+40013F-HRTimelineGroup
Glen Eagle Advisors, LLC2,644$750K0.09%013F-HRTimeline
Fort Sheridan Advisors LLC2,637$748K0.08%+70813F-HRTimeline
BLUE JEAN FINANCIAL LLC2,630$746K0.52%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,604$739K0.12%-77013F-HRTimeline
GUERRA PAN ADVISORS, LLC2,590$735K0.41%-20013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,587$734K<0.01%+77613F-HRTimelineGroup
Addison Capital Co2,585$734K0.12%-4313F-HRTimeline
Farther Finance Advisors, LLC2,574$730K0.01%-1,18913F-HRTimeline
Rubicon Advisors, GP2,551$724K0.53%+26813F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,530$718K0.02%-43013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,446$694K0.01%+52613F-HRTimelineGroup
October Effect Ltd2,444$694K0.65%013F-HRTimeline
Somerset Trust Co2,442$693K0.2%-5413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,428$691K0.03%+96913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,414$685K<0.01%+72213F-HR/ATimeline
Missouri Trust & Investment Co2,570$681K0.18%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,397$680K0.04%+7513F-HRTimeline
Tempo Wealth, LLC2,349$667K0.1%-4413F-HRTimeline
Verity Asset Management, Inc.2,328$661K0.25%+1613F-HRTimeline
Kovack Advisors, Inc.2,273$648K0.03%-15513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,221$630K0.01%-30513F-HRTimelineGroup
One Wealth Advisors, LLC2,219$630K0.07%new13F-HRTimeline
NWAM LLC2,214$628K0.03%+1,11713F-HRTimeline
Certified Advisory Corp2,200$624K0.05%013F-HRTimeline
Sovran Advisors, LLC2,414$623K0.05%+56213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,187$621K0.08%+2213F-HRTimeline
Armbruster Capital Management, Inc.2,160$613K0.09%013F-HRTimeline
THOR TRADING ADVISORS, LLC2,158$612K0.19%new13F-HRTimeline
Prairie Wealth Advisors, Inc.0$610K0.15%013F-HRTimelineAmount filed as zero, left out of ratios.
TRUST CO OF TOLEDO NA /OH/2,148$610K0.05%-2013F-HRTimeline
Sterling Investment Advisors, Ltd.2,140$607K0.1%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,133$605K0.02%+9913F-HRTimelineGroup
BRIGHT FINANCIAL ADVISORS, INC.2,115$600K0.25%013F-HRTimeline
Advisory Solutions Group, LLC2,102$596K0.2%13F-HRTimeline
SOA Wealth Advisors, LLC.2,094$594K0.1%+113F-HRTimeline
Brady Martz Wealth Solutions, LLC2,088$593K0.09%+66613F-HRTimeline
CHOREO, LLC2,083$591K0.01%-6313F-HRTimeline
Crews Bank & Trust2,014$572K0.07%+7513F-HRTimeline
Asempa Wealth Advisors2,009$570K0.43%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,008$570K0.01%-713F-HRTimeline
Allworth Financial LP2,002$568K<0.01%-713F-HRTimeline
Fiduciary Alliance LLC1,970$559K0.04%-45613F-HRTimeline
PRIVATE TRUST CO NA1,949$553K0.04%+1,29813F-HRTimeline
Clear Creek Financial Management, LLC1,943$551K0.04%+9513F-HRTimeline
Mayflower Financial Advisors, LLC1,934$549K0.05%new13F-HRTimeline
Gateway Wealth Partners, LLC1,928$547K0.03%-1,92213F-HRTimeline
Per Stirling Capital Management, LLC.1,928$547K0.05%-3613F-HRTimeline
New England Private Wealth Advisors LLC2,014$542K0.05%013F-HRTimeline
Rathbones Group PLC1,903$540K<0.01%+50013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,886$535K0.01%-3213F-HRTimeline
Obermeyer Wealth Partners1,885$535K0.02%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC1,871$531K0.15%+4013F-HRTimeline
Marin Bay Wealth Advisors, LLC1,855$527K0.28%-113F-HR/ATimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,853$526K0.13%new13F-HRTimeline
Objective Capital Management, LLC1,837$521K0.46%013F-HRTimeline
Madison Wealth Partners, Inc1,832$520K0.07%-5913F-HRTimeline
WEDBUSH SECURITIES INC1,830$519K0.01%-913F-HRTimeline
PCG Wealth Advisors, LLC1,795$509K0.11%+20013F-HRTimeline
AE Wealth Management LLC1,794$509K<0.01%+11413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,788$507K0.06%-3713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,766$504K0.03%+49113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,832$501K+925Timeline
NWF Advisory Services Inc.1,761$500K0.05%+5013F-HRTimeline
Sage Capital Advisors,llc1,750$497K0.1%-25013F-HRTimeline
BostonPremier Wealth LLC1,747$496K0.21%013F-HRTimeline
Shepherd Financial Partners LLC1,743$495K0.04%013F-HRTimeline
TD Waterhouse Canada Inc.1,725$492K<0.01%+8013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,698$482K0.01%+4813F-HRTimeline
Savvy Advisors, Inc.1,670$474K0.01%-4013F-HRTimeline
M Wealth Management, LLC1,670$474K0.37%013F-HRTimeline
RFG Advisory, LLC1,643$466K0.01%+6513F-HRTimeline
Kelly Financial Services LLC1,635$464K0.1%new13F-HRTimeline
OpenArc Corporate Advisory, LLC1,616$459K0.01%+38313F-HRTimeline
Crescent Grove Advisors, LLC1,611$457K0.04%-15013F-HRTimeline
Root Financial Partners, LLC1,597$453K0.02%+6213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,588$451K0.34%-913F-HRTimeline
Asset One Wealth Management LLC1,687$449K0.05%-6313F-HRTimeline
Cypress Wealth Services, LLC1,567$445K0.05%new13F-HRTimeline
GWN SECURITIES INC.1,553$441K0.07%+10813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,551$440K0.02%+65013F-HRTimeline
Joseph P. Lucia & Associates, LLC1,551$440K0.13%+37113F-HRTimeline
WHITTIER TRUST CO1,500$435K<0.01%013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,500$426K0.08%013F-HRTimeline
Valmark Advisers, Inc.1,498$425K<0.01%+58013F-HRTimeline
Dynamic Advisor Solutions LLC1,495$424K0.01%+17613F-HRTimeline
TWO SIGMA SECURITIES, LLC1,494$424K0.04%new13F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …1,480$420K0.2%-16413F-HRTimeline
PKS Advisory Services, LLC1,475$419K0.07%+5713F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,465$416K0.02%-30313F-HRTimeline
Belpointe Asset Management LLC1,445$410K0.01%-3,02013F-HRTimeline
Atria Investments, Inc1,443$410K<0.01%+213F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…1,440$409K0.05%new13F-HRTimelineGroup
A4 Wealth Advisors LLC1,439$408K0.28%new13F-HRTimeline
BEARING POINT CAPITAL, LLC1,420$403K0.05%-12,63113F-HRTimeline
Fortis Advisors, LLC1,417$402K0.19%+48813F-HRTimeline
Crescent Sterling, Ltd.1,415$402K0.36%+2513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,411$401K0.01%+4413F-HRTimelineGroup
Aptus Capital Advisors, LLC1,398$397K<0.01%+2813F-HRTimeline
Blue Trust, Inc.1,378$391K<0.01%+25013F-HRTimeline
Ally Invest Advisors Inc.1,372$389K0.02%+6513F-HRTimeline
Kingdom Financial Group LLC.1,372$389K0.1%+2513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,370$389K0.05%+23013F-HRTimeline
FSA Investment Group, LLC1,363$387K0.13%+33913F-HRTimeline
FLOW TRADERS U.S. LLC1,346$382K0.02%-89613F-HRTimeline
Sonoma Allocations LLC1,315$381K0.12%-60913F-HRTimeline
Independent Wealth Advisors LLC1,332$378K0.34%013F-HRTimeline
SIMPLEX TRADING, LLC1,329$377K0.01%+34213F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,320$375K0.12%013F-HRTimelineGroup
ARTHUR M. COHEN & ASSOCIATES, LLC1,314$373K0.06%013F-HRTimeline
JERICHO FINANCIAL, LLP1,306$371K0.19%+6713F-HRTimeline
Insight Wealth Partners, LLC1,305$370K0.05%+28513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,300$369K0.1%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,295$368K0.05%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,288$366K0.1%+7513F-HRTimeline
United Advisor Group, LLC1,265$359K0.04%new13F-HRTimeline
Savant Capital, LLC1,302$358K<0.01%+46213F-HRTimeline
GeoWealth Management, LLC1,256$356K0.01%-18613F-HRTimeline
Millennium Capital Advisors, LLC1,250$355K0.19%013F-HRTimeline
WEALTHGARDEN F.S. LLC1,241$352K0.2%+20913F-HRTimeline
Sculati Wealth Management, LLC1,347$348K0.12%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,226$348K0.01%-4113F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.1,225$348K0.08%+113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,214$345K<0.01%013F-HRTimeline
PATTEN & PATTEN INC/TN1,193$339K0.02%+39913F-HRTimeline
WORLD EQUITY GROUP, INC.1,192$338K0.08%new13F-HRTimeline
Chancellor Financial Group WB LP1,190$338K0.21%-47013F-HRTimeline
Capital Investment Advisors, LLC1,164$330K<0.01%013F-HRTimeline
Baker Ellis Asset Management LLC1,150$326K0.03%013F-HRTimeline
REYL & Cie S.A.1,278$325K0.38%13F-HRTimeline
Total Clarity Wealth Management, Inc.1,146$325K0.06%-12613F-HRTimeline
WealthPlan Investment Management, LLC1,136$322K0.02%-1513F-HRTimeline
Integrated Advisors Network LLC1,126$319K0.01%new13F-HRTimeline
KICKSTAND VENTURES, LLC.1,120$318K0.06%new13F-HRTimeline
Private Advisory Group LLC1,118$317K0.02%new13F-HRTimeline
HUB Investment Partners, LLC1,116$317K0.01%+31913F-HRTimeline
CIBC WORLD MARKET INC.1,114$316K<0.01%-39013F-HRTimeline
Heritage Family Offices, LLP1,109$315K0.12%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.1,109$315K0.12%new13F-HRTimeline
Prospera Financial Services Inc1,104$314K<0.01%+10213F-HRTimeline
DAVENPORT & Co LLC1,095$311K<0.01%+20013F-HRTimeline
Principle Wealth Partners LLC1,088$309K0.02%013F-HRTimeline
KINTRA WEALTH, LLC1,053$307K0.02%-28413F-HRTimeline
Financial Sense Advisors, Inc.1,082$307K0.06%-30413F-HRTimeline
Flagship Private Wealth, LLC1,075$305K0.11%new13F-HRTimeline
AlphaCore Capital LLC1,070$304K0.01%+74013F-HRTimeline
Chicago Partners Investment Group LLC1,119$303K0.01%new13F-HRTimeline
WESBANCO BANK INC1,064$302K0.01%013F-HRTimeline
Presper Financial Architects, LLC1,062$301K0.16%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,061$301K<0.01%new13F-HRTimelineGroup