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Disclosery

XAR SPDR SERIES TRUST

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SHS (fund)

369 managers (372 13F filers) reported a position in XAR shares at 2024-12-31, 6,960,963 shares in all. 30 filers opened a position and 24 filers sold out during the quarter.

Managers
369
13F filers
372
New
30
Added
144
Reduced
87
Sold out
24
Shares held by filers
6,960,963

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Evolution Wealth Advisors, LLC1,885$313K0.05%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC1,866$309K0.15%-8413F-HRTimeline
Millennium Capital Advisors, LLC1,850$307K0.21%013F-HRTimeline
Cresset Asset Management, LLC1,819$302K<0.01%-32913F-HRTimeline
BostonPremier Wealth LLC1,816$301K0.18%13F-HRTimeline
Ally Invest Advisors Inc.1,812$301K0.03%+16113F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV1,806$300K0.02%13F-HR/ATimeline
Objective Capital Management, LLC1,787$296K0.2%013F-HRTimeline
OneDigital Investment Advisors LLC1,767$293K<0.01%+1713F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,665$289K0.07%-73013F-HRTimeline
Verity Asset Management, Inc.1,726$286K0.16%+6413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,688$280K0.01%+32213F-HRTimeline
Gateway Wealth Partners, LLC1,643$272K0.07%-20413F-HRTimeline
Arkadios Wealth Advisors1,641$272K0.01%-12713F-HRTimeline
JERICHO FINANCIAL, LLP1,621$269K0.19%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,616$268K0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,598$265K<0.01%-61513F-HRTimelineGroup
Atria Investments, Inc1,590$264K<0.01%-3313F-HRTimeline
Aptus Capital Advisors, LLC1,583$263K<0.01%-5913F-HRTimeline
BLAIR WILLIAM & CO/IL1,578$262K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC1,567$260K0.01%+9513F-HRTimeline
Coppell Advisory Solutions LLC1,546$257K0.04%+4313F-HRTimeline
Root Financial Partners, LLC1,535$255K0.03%013F-HRTimeline
Mascoma Wealth Management LLC1,520$252K0.06%013F-HRTimeline
Joseph P. Lucia & Associates, LLC1,506$250K0.11%-32013F-HRTimeline
PRIVATE TRUST CO NA1,503$249K0.03%-90513F-HRTimeline
Sequoia Financial Advisors, LLC1,494$248K<0.01%+413F-HR/ATimeline
PCG Wealth Advisors, LLC1,490$247K0.09%013F-HRTimeline
Arete Wealth Advisors, LLC1,492$247K0.02%-8013F-HRTimeline
EP Wealth Advisors, LLC1,481$246K<0.01%+3213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,477$245K0.24%+213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,468$243K<0.01%013F-HRTimelineGroup
EVOKE WEALTH, LLC1,450$240K0.01%013F-HRTimeline
Scarborough Advisors, LLC1,440$239K0.03%-16,79813F-HRTimeline
American State Bank (Iowa)1,437$238K0.14%013F-HRTimeline
IMS Capital Management1,435$238K0.11%+213F-HRTimeline
J2 Capital Management Inc1,431$237K0.22%13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,426$236K0.12%-213F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…1,410$234K0.02%+13513F-HRTimeline
HF Advisory Group, LLC1,390$230K0.11%-5413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,382$229K<0.01%new13F-HRTimeline
Second Line Capital, LLC1,382$229K0.06%-11413F-HRTimeline
Shepherd Financial Partners LLC1,378$228K0.03%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,346$223K0.1%+20013F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,340$222K0.01%013F-HRTimeline
HBW ADVISORY SERVICES LLC1,321$219K0.02%+80613F-HRTimeline
TD Waterhouse Canada Inc.1,314$218K<0.01%013F-HRTimeline
Saxony Capital Management, LLC1,308$217K0.19%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,303$216K0.01%new13F-HRTimelineGroup
PKS Advisory Services, LLC1,285$213K0.05%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,270$211K0.02%-19913F-HRTimeline
Total Clarity Wealth Management, Inc.1,232$204K0.07%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,235$204K0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,204$200K<0.01%+30013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,160$192K0.02%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,137$189K<0.01%013F-HRTimelineGroup
SITTNER & NELSON, LLC1,040$172K0.07%013F-HRTimeline
Tidemark, LLC1,032$171K0.07%013F-HRTimeline
Murphy & Mullick Capital Management Corp1,016$168K0.16%13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC993$165K0.13%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC960$159K<0.01%+9013F-HR/ATimelineGroup
AE Wealth Management LLC949$157K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC880$146K0.01%013F-HRTimeline
CoreFirst Bank & Trust865$143K0.09%013F-HRTimeline
Sandy Spring Bank768$127K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/687$114K<0.01%+1013F-HRTimelineGroup
Allworth Financial LP617$110K<0.01%+16513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC626$104K<0.01%+1613F-HRTimeline
Parallel Advisors, LLC614$102K<0.01%+113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …590$97.8K<0.01%013F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC584$96.8K0.04%+44413F-HRTimeline
Bullock Wealth Management Group576$95.5K0.06%+3513F-HRTimeline
ORG Partners LLC523$86.7K0.01%-1613F-HRTimeline
NFSG Corp509$84.4K0.02%+12913F-HRTimeline
Global Financial Private Client, LLC496$82.3K0.03%013F-HRTimeline
OARSMAN CAPITAL, INC.475$78.8K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC466$77.3K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.456$76.6K<0.01%+22513F-HRTimelineGroup
Darwin Wealth Management, LLC446$74K0.02%013F-HR/ATimeline
Capital Advisors, Ltd. LLC443$73K0.01%013F-HRTimeline
Bernard Wealth Management Corp.426$70.6K0.03%13F-HR/ATimeline
Smithfield Trust Co425$70K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC410$67.9K0.01%-4913F-HRTimeline
Fourth Dimension Wealth, LLC407$67.4K0.04%13F-HRTimeline
Arax Advisory Partners400$66.3K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC400$66.3K<0.01%-1,06613F-HRTimeline
Values First Advisors, Inc.390$64.7K0.04%new13F-HRTimeline
Dunhill Financial, LLC381$63.1K0.03%+213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…379$62.8K0.01%-3,42913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…357$59.2K<0.01%+33713F-HRTimelineGroup
Geneos Wealth Management Inc.332$55.1K<0.01%013F-HRTimeline
Solstein Capital, LLC326$54.1K0.03%013F-HRTimeline
FAS Wealth Partners, Inc.324$53.7K<0.01%+113F-HRTimeline
Rise Advisors, LLC305$50.6K0.02%+113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT300$50K<0.01%-1,00013F-HR/ATimeline
AllSquare Wealth Management LLC301$49.9K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB300$49.7K<0.01%new13F-HRTimeline
Caitlin John, LLC275$45.6K0.03%-1913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC266$44.2K0.02%+113F-HRTimeline
Fairfield Financial Advisors, LTD266$44K0.02%+113F-HRTimeline
WASHINGTON TRUST Co252$41.8K<0.01%013F-HRTimeline
Biltmore Family Office, LLC250$41.5K0.01%013F-HRTimeline
CVA Family Office, LLC250$41.5K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.249$41.3K<0.01%-713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO240$39.8K<0.01%013F-HRTimelineGroup
Zions Bancorporation, N.A.228$37.8K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc227$37.6K0.01%-1613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Householder Group Estate & Retirement S…210$34K0.03%-33713F-HRTimeline
BARRETT & COMPANY, INC.201$33.4K0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.190$31.5K0.01%013F-HRTimeline
HM PAYSON & CO175$29K<0.01%-5013F-HRTimeline
Westside Investment Management, Inc.175$29K0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC166$27.5K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC152$25.2K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC150$24.9K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC150$24K0.01%13F-HRTimeline
Golden State Wealth Management, LLC126$20.9K<0.01%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC125$20.7K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC115$19.1K0.02%13F-HRTimeline
Copia Wealth Management113$18.7K0.02%13F-HRTimeline
Qube Research & Technologies Ltd110$18.2K<0.01%-1,82813F-HRTimeline
Investors Research Corp109$18.1K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC110$18K<0.01%013F-HRTimeline
Financial Freedom, LLC105$17.5K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.104$17.2K0.01%013F-HRTimeline
AdvisorNet Financial, Inc102$16.9K<0.01%+113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC100$16.6K<0.01%013F-HRTimeline
Ethos Financial Group, LLC100$16.6K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC88$14.6K<0.01%new13F-HRTimeline
Realta Investment Advisors85$14.4K0.01%-50913F-HRTimeline
Peoples Bank/KS81$13.4K0.01%013F-HRTimeline
Sunbelt Securities, Inc.75$12.5K<0.01%013F-HRTimeline
Hilltop National Bank75$12.4K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC72$11.9K0.01%13F-HRTimeline
GeoWealth Management, LLC55$9.12K<0.01%-3213F-HRTimeline
PSI Advisors, LLC55$9.12K<0.01%013F-HRTimeline
Ridgewood Investments LLC54$8.95K<0.01%013F-HRTimeline
JDM Financial Group LLC53$8.79K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC50$8.29K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP50$8.29K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.45$7.84K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC47$7.79K<0.01%013F-HRTimelineGroup
MeadowBrook Investment Advisors LLC45$7.46K0.01%013F-HRTimeline
WPG Advisers, LLC45$7.46K0.01%13F-HRTimeline
Park Place Capital Corp34$5.64K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC32$5.04K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC27$4.48K<0.01%new13F-HRTimeline
Guardian Wealth Management, Inc.27$4.48K<0.01%-5813F-HRTimeline
Financial Perspectives, Inc26$4.31K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC26$4.23K<0.01%13F-HRTimeline
Pinnacle Bancorp, Inc.23$3.81K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC23$3.81K<0.01%+1213F-HRTimeline
Continuum Advisory, LLC22$3.65K<0.01%013F-HRTimeline
Signature Resources Capital Management,…20$3.32K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV20$3K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…16$2.59K<0.01%013F-HRTimeline
North Star Investment Management Corp.15$2.5K<0.01%new13F-HRTimeline
Blue Trust, Inc.15$2.49K<0.01%+713F-HR/ATimeline
Cape Investment Advisory, Inc.14$2.32K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division13$2.16K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.9$1.49K<0.01%-913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$829<0.01%-28213F-HRTimelineGroup
LANARK FINANCIAL, INC.3$6540.06%-3,99213F-HRTimeline
Runnymede Capital Advisors, Inc.3$497<0.01%13F-HRTimeline
Legacy Investment Solutions, LLC2$347<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2$347<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC2$332<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$332<0.01%013F-HRTimeline
Sound Income Strategies, LLC0$23<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.