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Disclosery

XAR SPDR SERIES TRUST

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SHS (fund)

369 managers (373 13F filers) reported a position in XAR shares at 2025-03-31, 7,269,205 shares in all. 39 filers opened a position and 33 filers sold out during the quarter.

Managers
369
13F filers
373
New
39
Added
131
Reduced
96
Sold out
33
Shares held by filers
7,269,205

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sage Capital Advisors,llc2,000$321K0.08%013F-HRTimeline
Strategic Financial Concepts, LLC1,990$320K0.06%-13613F-HRTimeline
Claro Advisors Inc.1,985$319K0.04%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,983$319K<0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,968$316K<0.01%-3213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,944$312K<0.01%-2913F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/1,909$307K0.04%013F-HRTimeline
Obermeyer Wealth Partners1,885$303K0.02%013F-HRTimeline
CIBC WORLD MARKET INC.1,885$303K<0.01%-41513F-HRTimeline
Spectrum Wealth Advisory Group, LLC1,866$300K0.14%013F-HRTimeline
Millennium Capital Advisors, LLC1,850$297K0.22%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,841$296K0.03%-15113F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,835$295K<0.01%-57,70213F-HRTimelineGroup
Cresset Asset Management, LLC1,820$292K<0.01%+113F-HRTimeline
Objective Capital Management, LLC1,787$287K0.37%013F-HRTimeline
WEDBUSH SECURITIES INC1,752$282K0.01%+18513F-HRTimeline
Ally Invest Advisors Inc.1,753$282K0.02%-5913F-HRTimeline
Arkadios Wealth Advisors1,752$281K0.01%+11113F-HRTimeline
Shepherd Financial Partners LLC1,743$280K0.03%+36513F-HRTimeline
COMERICA BANK1,709$275K<0.01%-26613F-HRTimeline
Blue Trust, Inc.1,684$271K<0.01%+1,66913F-HRTimeline
Financial Advocates Investment Manageme…1,683$271K0.02%-8,53813F-HRTimeline
JERICHO FINANCIAL, LLP1,674$269K0.2%+5313F-HRTimeline
BostonPremier Wealth LLC1,670$268K0.17%-14613F-HRTimeline
Chancellor Financial Group WB LP1,660$267K0.22%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,658$266K0.01%+4213F-HRTimelineGroup
Aptus Capital Advisors, LLC1,641$264K<0.01%+5813F-HRTimeline
Magnus Financial Group LLC1,636$263K0.03%new13F-HRTimeline
BLAIR WILLIAM & CO/IL1,635$263K<0.01%+5713F-HRTimeline
Root Financial Partners, LLC1,631$262K0.03%+9613F-HRTimeline
Atria Investments, Inc1,609$259K<0.01%+1913F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,583$254K0.01%new13F-HRTimeline
WEALTHGARDEN F.S. LLC1,566$252K0.24%new13F-HRTimeline
Rathbones Group PLC1,527$245K<0.01%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,519$244K0.04%new13F-HRTimeline
Gateway Wealth Partners, LLC1,517$244K0.05%-12613F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,500$241K0.06%-16513F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV1,507$240K0.11%-29913F-HR/ATimeline
PCG Wealth Advisors, LLC1,489$239K0.08%-113F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,478$237K0.24%+113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,468$236K<0.01%013F-HRTimelineGroup
EVOKE WEALTH, LLC1,450$233K0.01%013F-HRTimeline
American State Bank (Iowa)1,437$231K0.14%013F-HRTimeline
IMS Capital Management1,436$231K0.12%+113F-HRTimeline
PRIVATE TRUST CO NA1,436$231K0.02%-6713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,420$228K0.11%-613F-HRTimelineGroup
EP Wealth Advisors, LLC1,413$227K<0.01%-6813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,410$227K0.02%013F-HRTimeline
Arete Wealth Advisors, LLC1,395$224K0.02%-9713F-HRTimeline
PKS Advisory Services, LLC1,378$221K0.06%+9313F-HRTimeline
Somerset Trust Co1,358$218K0.08%new13F-HRTimeline
Mascoma Wealth Management LLC1,350$217K0.05%-17013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,346$216K0.1%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,345$216K0.01%+4213F-HRTimelineGroup
PFG Advisors1,328$213K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1,314$212K<0.01%013F-HRTimeline
HF Advisory Group, LLC1,319$212K0.09%-7113F-HRTimeline
Joseph P. Lucia & Associates, LLC1,313$211K0.1%-19313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,300$209K0.08%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,281$206K0.04%new13F-HRTimeline
Avalon Trust Co1,280$206K0.02%new13F-HRTimeline
Total Clarity Wealth Management, Inc.1,232$204K0.07%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,259$204K0.03%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,137$183K<0.01%013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC1,137$183K0.03%-18413F-HRTimeline
AE Wealth Management LLC1,100$177K<0.01%+15113F-HRTimeline
SITTNER & NELSON, LLC1,040$167K0.07%013F-HRTimeline
Tidemark, LLC1,032$166K0.06%013F-HRTimeline
Geneos Wealth Management Inc.978$157K<0.01%+64613F-HRTimeline
Murphy & Mullick Capital Management Corp975$157K0.15%-4113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC960$154K<0.01%013F-HR/ATimelineGroup
Anchor Investment Management, LLC880$141K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/812$131K<0.01%+12513F-HRTimelineGroup
SIGNATUREFD, LLC804$129K<0.01%-40013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC768$123K0.05%+18413F-HRTimeline
Sandy Spring Bank681$109K<0.01%-8713F-HRTimeline
Allworth Financial LP617$104K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV640$103K0.01%-63013F-HRTimeline
NFSG Corp631$101K0.02%+12213F-HRTimeline
Parallel Advisors, LLC614$98.7K<0.01%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…600$97.1K<0.01%-9,82513F-HRTimelineGroup
Bullock Wealth Management Group576$93.3K0.05%013F-HRTimeline
ORG Partners LLC571$92.4K0.02%+4813F-HRTimeline
Global Financial Private Client, LLC496$79.7K0.03%013F-HRTimeline
Darwin Wealth Management, LLC446$74K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC443$71K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.464$68.4K<0.01%+813F-HRTimelineGroup
Smithfield Trust Co425$68K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…413$66.4K<0.01%+5613F-HRTimelineGroup
Arax Advisory Partners400$64.3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC396$63.6K0.01%-1413F-HRTimeline
Dunhill Financial, LLC381$61.2K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…379$60.9K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC376$60.4K<0.01%-25013F-HRTimeline
Inlight Wealth Management, LLC366$58.8K0.04%new13F-HRTimeline
Stonebridge Financial Group, LLC360$57.8K0.01%-10613F-HRTimeline
Solstein Capital, LLC326$52.4K0.03%013F-HRTimeline
FAS Wealth Partners, Inc.324$52.1K<0.01%013F-HRTimeline
Rise Advisors, LLC306$49.1K0.02%+113F-HRTimeline
AllSquare Wealth Management LLC301$48.4K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB300$48.2K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC267$42.9K0.02%+113F-HRTimeline
WASHINGTON TRUST Co252$40.5K<0.01%013F-HRTimeline
Biltmore Family Office, LLC250$40.2K0.01%013F-HRTimeline
CVA Family Office, LLC250$40.2K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO240$38.6K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc227$37.6K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.202$32.4K0.01%+113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…200$32.1K<0.01%13F-HRTimeline
Brentview Investment Management LLC200$32.1K0.02%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT200$32K<0.01%-10013F-HRTimeline
Reyes Financial Architecture, Inc.199$32K0.02%new13F-HRTimeline
Roxbury Financial LLC180$29.9K0.03%new13F-HRTimeline
TD Capital Management LLC180$29K<0.01%new13F-HRTimeline
HM PAYSON & CO175$28.1K<0.01%013F-HRTimeline
Westside Investment Management, Inc.175$28.1K0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC166$26.7K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC152$24.4K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC150$24.1K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC150$24.1K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.149$24K<0.01%-10013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC125$20.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC126$20.2K<0.01%013F-HR/ATimeline
Copia Wealth Management126$20.2K0.02%+1313F-HRTimeline
Centricity Wealth Management, LLC115$18.5K0.02%013F-HRTimeline
Investors Research Corp109$17.5K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC110$17K<0.01%013F-HRTimeline
Financial Freedom, LLC105$16.9K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.104$16.7K0.01%013F-HRTimeline
AdvisorNet Financial, Inc102$16.4K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC100$16.1K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC88$14.1K<0.01%013F-HRTimeline
Peoples Bank/KS81$13K0.01%013F-HRTimeline
Sunbelt Securities, Inc.75$12.1K<0.01%013F-HRTimeline
Glassman Wealth Services73$11.7K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC72$11.6K0.01%013F-HRTimeline
PSI Advisors, LLC55$8.84K<0.01%013F-HRTimeline
Ridgewood Investments LLC54$8.68K<0.01%013F-HRTimeline
JDM Financial Group LLC53$8.52K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC52$8.36K<0.01%+513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC50$8.04K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP50$8.04K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd49$7.87K<0.01%-6113F-HRTimeline
Realta Investment Advisors46$7.44K<0.01%-3913F-HRTimeline
MeadowBrook Investment Advisors LLC45$7.23K0.01%013F-HRTimeline
WPG Advisers, LLC45$7.23K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.45$7.18K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.44$7.07K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC27$4.34K<0.01%013F-HRTimeline
Guardian Wealth Management, Inc.27$4.34K<0.01%013F-HRTimeline
Financial Perspectives, Inc26$4.18K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC26$4.1K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.23$3.7K<0.01%013F-HRTimeline
Continuum Advisory, LLC22$3.54K<0.01%013F-HRTimeline
Signature Resources Capital Management,…20$3.21K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV20$3K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…16$2.51K<0.01%013F-HRTimeline
North Star Investment Management Corp.15$2.42K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.14$2.25K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division13$2.09K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC12$1.93K<0.01%-1113F-HRTimeline
Fourth Dimension Wealth, LLC10$1.61K<0.01%-39713F-HRTimeline
HighMark Wealth Management LLC6$964<0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.3$482<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$322<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2$322<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC2$321<0.01%013F-HRTimeline
Sound Income Strategies, LLC0$22<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-36,75313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.