Skip to content
Disclosery

XAR SPDR SERIES TRUST

Follow

SHS (fund)

410 managers (414 13F filers) reported a position in XAR shares at 2025-06-30, 7,607,254 shares in all. 63 filers opened a position and 25 filers sold out during the quarter.

Managers
410
13F filers
414
New
63
Added
122
Reduced
128
Sold out
25
Shares held by filers
7,607,254

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SOA Wealth Advisors, LLC.2,087$440K0.08%+213F-HRTimeline
Arete Wealth Advisors, LLC2,036$429K0.03%+64113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,026$427K<0.01%-94513F-HRTimelineGroup
Prairie Wealth Advisors, Inc.2,020$426K0.18%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,015$425K0.02%-31513F-HRTimelineGroup
Crews Bank & Trust2,002$422K0.07%013F-HRTimeline
Sage Capital Advisors,llc2,000$422K0.1%013F-HRTimeline
GWN SECURITIES INC.1,974$417K0.08%-1,52213F-HRTimeline
MAI Capital Management1,966$415K<0.01%-8713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,954$412K0.03%+11313F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,939$409K0.02%-16113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,909$403K0.04%013F-HRTimeline
Redhawk Wealth Advisors, Inc.1,905$402K0.05%-46013F-HRTimeline
Obermeyer Wealth Partners1,885$398K0.02%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,863$393K0.06%+34413F-HRTimeline
Stonebridge Financial Planning Group, L…1,856$392K0.16%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC1,855$391K0.18%-1113F-HRTimeline
Verity Asset Management, Inc.1,848$390K0.19%new13F-HRTimeline
Objective Capital Management, LLC1,837$387K0.44%+5013F-HRTimeline
Clear Creek Financial Management, LLC1,789$377K0.04%-28813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,786$377K0.01%+44113F-HRTimelineGroup
WEDBUSH SECURITIES INC1,778$375K0.01%+2613F-HRTimeline
WOLVERINE TRADING, LLC1,764$370K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,751$369K0.01%-33513F-HRTimeline
Shepherd Financial Partners LLC1,743$368K0.04%013F-HRTimeline
CIBC WORLD MARKET INC.1,714$362K<0.01%-17113F-HRTimeline
BLAIR WILLIAM & CO/IL1,713$361K<0.01%+7813F-HRTimeline
COMERICA BANK1,678$354K<0.01%-3113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,677$354K0.02%-43713F-HRTimelineGroup
BostonPremier Wealth LLC1,671$352K0.2%+113F-HRTimeline
Chancellor Financial Group WB LP1,660$350K0.27%013F-HRTimeline
JERICHO FINANCIAL, LLP1,648$348K0.23%-2613F-HRTimeline
Root Financial Partners, LLC1,631$344K0.03%013F-HRTimeline
Ally Invest Advisors Inc.1,622$342K0.03%-13113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,621$342K0.01%-3713F-HRTimelineGroup
Atria Investments, Inc1,614$340K<0.01%+513F-HRTimeline
HB Wealth Management, LLC1,564$330K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC1,531$323K<0.01%+11813F-HRTimeline
Aptus Capital Advisors, LLC1,529$323K<0.01%-11213F-HRTimeline
Blue Trust, Inc.1,512$319K<0.01%-17213F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,500$316K0.08%013F-HRTimeline
WHITTIER TRUST CO1,500$316K<0.01%new13F-HRTimeline
PCG Wealth Advisors, LLC1,488$314K0.16%-113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,468$310K<0.01%013F-HRTimelineGroup
EVOKE WEALTH, LLC1,450$306K0.01%013F-HRTimeline
Millennium Capital Advisors, LLC1,450$306K0.2%-40013F-HRTimeline
American State Bank (Iowa)1,437$303K0.17%013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,428$301K0.28%-5013F-HRTimeline
PFG Advisors1,394$294K0.01%+6613F-HRTimeline
Tempus Wealth Planning, LLC1,388$293K0.07%new13F-HRTimeline
PKS Advisory Services, LLC4,878$291K0.07%+3,50013F-HRTimeline
Allworth Financial LP1,372$289K<0.01%+75513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,370$289K0.02%-4013F-HRTimeline
Mascoma Wealth Management LLC1,350$285K0.07%013F-HRTimeline
Rathbones Group PLC1,342$283K<0.01%-18513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,320$278K0.12%-10013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,300$274K0.09%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,281$270K0.05%013F-HRTimeline
Avalon Trust Co1,280$270K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.1,314$270K<0.01%013F-HRTimeline
Capital Investment Advisors, LLC1,271$268K<0.01%new13F-HR/ATimeline
Gateway Wealth Partners, LLC1,232$260K0.05%-28513F-HRTimeline
HF Advisory Group, LLC1,223$258K0.1%-9613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,210$255K0.01%-1,15813F-HRTimeline
WESPAC Advisors, LLC1,207$255K0.18%new13F-HRTimeline
Crescent Sterling, Ltd.1,204$254K0.28%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,201$253K0.01%+6413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,199$253K<0.01%new13F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.1,181$249K0.1%new13F-HRTimeline
Tyler-Stone Wealth Management1,180$249K0.04%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC1,180$249K0.1%-13313F-HRTimeline
Total Clarity Wealth Management, Inc.1,178$248K0.07%-5413F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,174$248K0.13%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,170$247K0.01%-2,64313F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV1,133$246K0.01%-37413F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC1,166$246K<0.01%new13F-HRTimeline
Magnus Financial Group LLC1,161$245K0.02%-47513F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)1,150$243K<0.01%new13F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,146$242K0.1%-20013F-HRTimeline
IMS Capital Management1,137$240K0.11%-29913F-HRTimeline
Second Line Capital, LLC1,131$239K0.06%new13F-HRTimeline
Keystone Financial Group1,130$238K0.02%new13F-HRTimeline
WEALTHGARDEN F.S. LLC1,096$237K0.2%-47013F-HRTimeline
Cresset Asset Management, LLC1,123$237K<0.01%-69713F-HR/ATimeline
Choate Investment Advisors1,116$235K0.01%new13F-HRTimeline
Crescent Grove Advisors, LLC1,107$233K0.02%new13F-HRTimeline
Principle Wealth Partners LLC1,099$232K0.01%new13F-HRTimeline
AE Wealth Management LLC1,098$231K<0.01%-213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,085$229K<0.01%+12513F-HR/ATimelineGroup
Quantinno Capital Management LP1,071$226K<0.01%new13F-HRTimeline
Presper Financial Architects, LLC1,062$224K0.17%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,051$222K0.03%-20813F-HRTimeline
BEARING POINT CAPITAL, LLC1,050$221K0.04%new13F-HRTimeline
Campion Asset Management1,043$220K0.17%new13F-HRTimeline
SITTNER & NELSON, LLC1,040$219K0.09%013F-HRTimeline
Evanson Asset Management, LLC1,038$219K0.01%new13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC1,038$219K0.15%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,030$217K0.05%new13F-HRTimeline
L.M. KOHN & COMPANY1,029$217K0.06%new13F-HRTimeline
Tidemark, LLC1,026$216K0.07%-613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,014$214K<0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC1,010$213K0.01%new13F-HRTimeline
Annex Advisory Services, LLC1,008$213K0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,006$212K0.18%13F-HRTimeline
Savvy Advisors, Inc.1,003$212K0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,000$211K<0.01%+40013F-HRTimelineGroup
Global Assets Advisory, LLC1,013$209K0.08%-1,38713F-HRTimeline
Meridian Financial Advisors, LLC980$207K0.13%new13F-HRTimeline
Beckerman Institutional, LLC977$206K0.14%new13F-HRTimeline
Main Street Financial Solutions, LLC971$205K0.01%new13F-HRTimeline
Moloney Securities Asset Management, LLC967$204K0.03%-1,31713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp957$202K<0.01%-1,01113F-HRTimelineGroup
WMG Financial Advisors, LLC954$201K0.07%new13F-HRTimeline
PRIVATE TRUST CO NA953$201K0.02%-48313F-HRTimeline
Onyx Bridge Wealth Group LLC949$200K0.03%new13F-HRTimeline
Murphy & Mullick Capital Management Corp910$193K0.16%-6513F-HRTimeline
Anchor Investment Management, LLC880$186K0.02%013F-HRTimeline
CoreFirst Bank & Trust865$182K0.1%new13F-HRTimeline
Solstein Capital, LLC853$180K0.09%+52713F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC849$179K0.05%+8113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/824$173K<0.01%+1213F-HR/ATimelineGroup
Scarborough Advisors, LLC770$162K0.03%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp681$144K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV630$133K0.01%-1013F-HRTimeline
Parallel Advisors, LLC614$130K<0.01%013F-HRTimeline
NFSG Corp600$126K0.02%-3113F-HRTimeline
Larson Financial Group LLC590$124K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC569$120K0.01%+44413F-HRTimeline
Bullock Wealth Management Group576$119K0.06%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…540$114K0.01%+12713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.503$106K<0.01%+3913F-HRTimelineGroup
Geneos Wealth Management Inc.482$102K<0.01%-49613F-HRTimeline
Biltmore Family Office, LLC450$94.9K0.02%+20013F-HRTimeline
Capital Advisors, Ltd. LLC443$93K0.01%013F-HRTimeline
ORG Partners LLC440$90.5K0.02%-13113F-HRTimeline
Smithfield Trust Co425$90K<0.01%013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise404$85.2K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners400$84.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC390$82.3K<0.01%-41413F-HRTimeline
Dunhill Financial, LLC381$80.4K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…379$79.9K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC376$79.3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC376$79.3K0.01%-2013F-HRTimeline
Inlight Wealth Management, LLC366$77.2K0.04%013F-HRTimeline
Rise Advisors, LLC364$76.8K0.03%+5813F-HRTimeline
AllSquare Wealth Management LLC331$69.8K0.04%+3013F-HRTimeline
FAS Wealth Partners, Inc.324$68.4K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB300$63.3K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc296$62.5K0.02%+6913F-HRTimeline
Roxbury Financial LLC294$62K0.06%+11413F-HRTimeline
VALLEY NATIONAL ADVISERS INC282$59K0.01%+17213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC267$56.4K0.03%013F-HRTimeline
Reyes Financial Architecture, Inc.267$56.3K0.05%+6813F-HRTimeline
CVA Family Office, LLC250$52.7K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO240$50.6K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC230$48.5K0.04%+11513F-HRTimeline
Running Point Capital Advisors, LLC219$46.2K0.01%+6713F-HRTimeline
Darwin Wealth Management, LLC202$42.6K0.01%-24413F-HRTimeline
BARRETT & COMPANY, INC.202$42.6K0.02%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…200$42.2K<0.01%013F-HRTimeline
Brentview Investment Management LLC200$42.2K0.02%013F-HRTimeline
TD Capital Management LLC180$38K<0.01%013F-HRTimeline
HM PAYSON & CO175$36.9K<0.01%013F-HRTimeline
Westside Investment Management, Inc.175$36.9K0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC166$35K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC150$31.6K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC150$31K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.131$27.6K<0.01%+8713F-HRTimelineGroup
Golden State Wealth Management, LLC126$26.6K<0.01%013F-HRTimeline
Financial Freedom, LLC105$22.2K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.104$21.9K0.01%013F-HRTimeline
AdvisorNet Financial, Inc102$21.5K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.101$21.2K<0.01%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC100$21.1K<0.01%013F-HRTimeline
Hilltop National Bank100$21.1K0.01%13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT100$21K<0.01%-10013F-HRTimeline
HARBOUR INVESTMENTS, INC.89$18.7K<0.01%-6013F-HRTimeline
Plante Moran Financial Advisors, LLC88$18.6K<0.01%013F-HRTimeline
Investors Research Corp80$16.9K<0.01%-2913F-HRTimeline
Kiker Wealth Management, LLC72$15.2K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC64$13.5K<0.01%+1213F-HRTimelineGroup
Sunbelt Securities, Inc.75$12.4K<0.01%013F-HRTimeline
Ridgewood Investments LLC54$11.4K<0.01%013F-HRTimeline
JDM Financial Group LLC53$11.2K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC50$10.5K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP50$10.5K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd49$10.3K<0.01%013F-HRTimeline
WPG Advisers, LLC45$9.49K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.45$9.25K<0.01%013F-HRTimeline
UMB Bank, n.a.30$6.33K<0.01%new13F-HR/ATimeline
REAP Financial Group, LLC27$5.79K<0.01%new13F-HRTimeline
Truvestments Capital LLC27$5.7K<0.01%013F-HRTimeline
Financial Perspectives, Inc26$5.48K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC26$5.39K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.23$4.85K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.22$4.64K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…20$4.22K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV20$4K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…16$3.3K<0.01%013F-HRTimeline
North Star Investment Management Corp.15$3.18K<0.01%013F-HRTimeline