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Disclosery

XAR SPDR SERIES TRUST

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SHS (fund)

450 managers (454 13F filers) reported a position in XAR shares at 2025-09-30, 8,192,486 shares in all. 68 filers opened a position and 23 filers sold out during the quarter.

Managers
450
13F filers
454
New
68
Added
156
Reduced
115
Sold out
23
Shares held by filers
8,192,486

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,449$575K0.02%+66313F-HRTimelineGroup
Western Wealth Management, LLC2,429$571K0.03%-9613F-HRTimeline
AE Wealth Management LLC2,429$571K<0.01%+1,33113F-HRTimeline
Fiduciary Alliance LLC2,385$560K0.04%-3513F-HRTimeline
BLAIR WILLIAM & CO/IL2,300$540K<0.01%+58713F-HRTimeline
Nova Wealth Management, Inc.2,298$540K0.38%-17413F-HRTimeline
New England Private Wealth Advisors LLC2,290$538K0.07%013F-HRTimeline
Kovack Advisors, Inc.2,288$538K0.05%+3813F-HRTimeline
Avalon Trust Co2,250$529K0.03%+97013F-HRTimeline
Arkadios Wealth Advisors2,246$528K0.01%+2913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,189$514K0.03%+23513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,175$511K0.02%+16013F-HRTimelineGroup
Armbruster Capital Management, Inc.2,160$508K0.09%013F-HRTimeline
MAI Capital Management2,147$504K<0.01%+18113F-HRTimeline
Certified Advisory Corp2,145$504K0.05%new13F-HRTimeline
Sterling Investment Advisors, Ltd.2,140$503K0.1%-1,10013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,122$498K0.08%+25913F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,118$498K0.02%+17913F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.2,115$497K0.24%013F-HRTimeline
SOA Wealth Advisors, LLC.2,092$491K0.08%+513F-HRTimeline
HB Wealth Management, LLC2,076$488K<0.01%+51213F-HRTimeline
Prairie Wealth Advisors, Inc.2,060$484K0.2%+4013F-HRTimeline
Sage Capital Advisors,llc2,000$470K0.11%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,983$466K<0.01%-25013F-HRTimelineGroup
Crews Bank & Trust1,979$465K0.07%-2313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,969$463K<0.01%new13F-HRTimeline
Per Stirling Capital Management, LLC.1,964$461K0.06%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,959$460K0.05%+5013F-HRTimeline
Obermeyer Wealth Partners1,885$443K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,876$441K<0.01%-22813F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC1,867$439K0.18%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC1,855$436K0.18%013F-HRTimeline
Objective Capital Management, LLC1,837$432K0.45%013F-HRTimeline
Clear Creek Financial Management, LLC1,823$428K0.04%+3413F-HRTimeline
Redhawk Wealth Advisors, Inc.1,775$417K0.05%-13013F-HRTimeline
Allworth Financial LP1,755$412K<0.01%+38313F-HRTimeline
Shepherd Financial Partners LLC1,743$410K0.04%013F-HRTimeline
WEDBUSH SECURITIES INC1,727$406K0.01%-5113F-HRTimeline
BostonPremier Wealth LLC1,673$393K0.2%+213F-HRTimeline
Chancellor Financial Group WB LP1,660$390K0.28%013F-HRTimeline
JERICHO FINANCIAL, LLP1,639$385K0.23%-913F-HRTimeline
Atria Investments, Inc1,637$385K<0.01%+2313F-HRTimeline
Root Financial Partners, LLC1,631$383K0.02%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,600$376K<0.01%+60013F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …1,591$374K0.21%new13F-HRTimeline
Ally Invest Advisors Inc.1,590$374K0.03%-3213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,580$371K0.32%+15213F-HRTimeline
WHITTIER TRUST CO1,500$361K<0.01%013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,500$352K0.08%013F-HRTimeline
Blue Trust, Inc.1,489$350K<0.01%-2313F-HRTimeline
PCG Wealth Advisors, LLC1,488$350K0.1%013F-HRTimeline
Sheets Smith Investment Management1,484$349K0.23%new13F-HRTimeline
PVG ASSET MANAGEMENT CORP1,484$349K1.28%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,468$345K<0.01%013F-HRTimelineGroup
CIBC WORLD MARKET INC.1,459$343K<0.01%-25513F-HRTimeline
EVOKE WEALTH, LLC1,450$341K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,448$340K<0.01%-8113F-HRTimeline
MGO ONE SEVEN LLC1,445$340K0.01%new13F-HRTimeline
NWF Advisory Services Inc.1,440$338K0.04%new13F-HRTimeline
PKS Advisory Services, LLC1,428$335K0.07%-3,45013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,426$335K0.1%new13F-HRTimeline
American State Bank (Iowa)1,419$333K0.17%-1813F-HRTimeline
PFG Advisors1,417$333K0.01%+2313F-HRTimeline
Rathbones Group PLC1,403$330K<0.01%+6113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,400$329K<0.01%new13F-HRTimeline
Arete Wealth Advisors, LLC1,392$327K0.02%-64413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,378$324K0.01%+17913F-HRTimelineGroup
CHOREO, LLC1,373$323K<0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,370$322K0.02%013F-HRTimeline
CAP Partners, LLC1,347$317K0.18%new13F-HRTimeline
TD Waterhouse Canada Inc.1,314$311K<0.01%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,320$310K0.11%013F-HRTimelineGroup
Savvy Advisors, Inc.1,303$306K0.01%+30013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,300$305K0.1%013F-HRTimeline
GWN SECURITIES INC.1,289$303K0.07%-68513F-HRTimeline
Gateway Wealth Partners, LLC1,287$302K0.04%+5513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,283$301K0.11%+10213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,281$301K0.05%013F-HRTimeline
Millennium Capital Advisors, LLC1,250$294K0.18%-20013F-HRTimeline
Crescent Sterling, Ltd.1,241$292K0.31%+3713F-HRTimeline
Capital Investment Advisors, LLC1,237$291K<0.01%-3413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,235$290K<0.01%+15013F-HR/ATimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,226$288K0.01%+2513F-HRTimelineGroup
WOLVERINE TRADING, LLC1,234$285K0.01%-53013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,193$280K0.01%new13F-HRTimelineGroup
WESPAC Advisors, LLC1,192$280K0.16%-1513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,191$280K0.03%+14013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,184$278K0.01%new13F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC1,180$277K0.1%013F-HRTimeline
Total Clarity Wealth Management, Inc.1,180$277K0.07%+213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,171$275K0.01%-50613F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)1,150$270K<0.01%013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,150$270K<0.01%-1613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,146$269K0.11%013F-HRTimeline
VestGen Advisors, LLC1,146$269K0.01%new13F-HRTimeline
WEALTHGARDEN F.S. LLC1,115$269K0.19%+1913F-HRTimeline
IMS Capital Management1,138$267K0.12%+113F-HRTimeline
Magnus Financial Group LLC1,137$267K0.02%-2413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,134$266K0.01%new13F-HRTimeline
Keystone Financial Group1,130$266K0.02%013F-HR/ATimeline
Cresset Asset Management, LLC1,124$264K<0.01%+113F-HR/ATimeline
Mascoma Wealth Management LLC1,121$263K0.06%-22913F-HRTimeline
Murphy & Mullick Capital Management Corp1,081$262K0.19%+17113F-HRTimeline
Crescent Grove Advisors, LLC1,109$261K0.02%+213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,101$259K0.01%-10913F-HRTimeline
Principle Wealth Partners LLC1,099$258K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,097$258K0.02%+14413F-HRTimeline
HF Advisory Group, LLC1,091$256K0.09%-13213F-HRTimeline
Second Line Capital, LLC1,083$254K0.05%-4813F-HRTimeline
Quantinno Capital Management LP1,082$254K<0.01%+1113F-HRTimeline
SAX WEALTH ADVISORS, LLC1,072$252K0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC1,062$250K0.03%+11313F-HRTimeline
Presper Financial Architects, LLC1,062$250K0.14%013F-HRTimeline
Dynamic Advisor Solutions LLC1,054$248K0.01%+4413F-HRTimeline
BEARING POINT CAPITAL, LLC1,050$247K0.04%013F-HRTimeline
Campion Asset Management1,043$245K0.17%013F-HRTimeline
Evanson Asset Management, LLC1,040$244K0.01%+213F-HRTimeline
SITTNER & NELSON, LLC1,040$244K0.09%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC1,038$244K0.16%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,030$242K0.05%013F-HRTimeline
Tidemark, LLC1,026$241K0.07%013F-HRTimeline
Nilsine Partners, LLC1,020$240K0.02%new13F-HRTimeline
Global Assets Advisory, LLC1,013$238K0.07%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,006$236K0.16%013F-HRTimeline
Chicago Capital, LLC1,005$236K0.01%new13F-HRTimeline
FSA Investment Group, LLC997$236K0.15%new13F-HRTimeline
Meridian Financial Advisors, LLC980$230K0.13%013F-HRTimeline
Beckerman Institutional, LLC977$230K0.14%013F-HRTimeline
Main Street Financial Solutions, LLC976$229K0.01%+513F-HRTimeline
Choate Investment Advisors971$228K<0.01%-14513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp957$225K<0.01%013F-HRTimelineGroup
Moloney Securities Asset Management, LLC955$224K0.03%-1213F-HRTimeline
WMG Financial Advisors, LLC954$224K0.07%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…945$222K<0.01%-6913F-HRTimelineGroup
NWAM LLC918$221K0.01%new13F-HR/ATimeline
L. Roy Papp & Associates, LLP923$217K0.02%new13F-HRTimeline
NCM Capital Management, LLC922$217K0.08%new13F-HRTimeline
CWA Asset Management Group, LLC907$213K0.01%new13F-HRTimeline
WESBANCO BANK INC905$213K0.01%new13F-HRTimeline
PATTEN & PATTEN INC/TN902$212K0.01%new13F-HRTimeline
GM Advisory Group, LLC900$211K0.01%new13F-HRTimeline
Capital Management Associates, Inc900$211K0.06%new13F-HRTimeline
Crestwood Advisors Group, LLC890$209K<0.01%new13F-HRTimeline
Heritage Wealth Management, Inc.884$208K0.06%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/881$207K<0.01%+5713F-HRTimelineGroup
Anchor Investment Management, LLC882$207K0.02%+213F-HRTimeline
MOTIVE WEALTH ADVISORS878$206K0.09%new13F-HRTimeline
Coppell Advisory Solutions LLC887$205K0.02%new13F-HRTimeline
Independent Solutions Wealth Management…871$205K0.04%new13F-HRTimeline
Strategies Wealth Advisors, LLC868$204K0.02%new13F-HRTimeline
CoreFirst Bank & Trust865$203K0.11%013F-HRTimeline
LongView Wealth Management863$203K0.05%new13F-HRTimeline
CALTON & ASSOCIATES, INC.862$203K0.03%new13F-HRTimeline
Solstein Capital, LLC853$200K0.09%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC844$198K0.05%-513F-HRTimeline
Scarborough Advisors, LLC765$180K0.03%-513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV753$177K0.01%+12313F-HRTimeline
Farther Finance Advisors, LLC649$152K<0.01%-1,10213F-HRTimeline
Creekmur Asset Management LLC628$148K0.02%-1,61313F-HRTimeline
Parallel Advisors, LLC615$145K<0.01%+113F-HRTimeline
Bullock Wealth Management Group607$144K0.07%+3113F-HRTimeline
Wealthspire Advisors, LLC603$142K<0.01%new13F-HRTimeline
Larson Financial Group LLC590$139K<0.01%013F-HRTimeline
NFSG Corp570$134K0.02%-3013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.503$118K<0.01%013F-HRTimelineGroup
Caitlin John, LLC495$116K0.08%new13F-HRTimeline
Geneos Wealth Management Inc.482$113K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…458$108K<0.01%-8213F-HRTimelineGroup
Capital Advisors, Ltd. LLC443$104K0.01%013F-HRTimeline
Biltmore Family Office, LLC440$103K0.01%-1013F-HRTimeline
ORG Partners LLC427$100K0.02%-1313F-HRTimeline
Smithfield Trust Co425$100K<0.01%013F-HRTimeline
SIGNATUREFD, LLC390$91.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC376$88.3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC376$88.3K0.01%013F-HRTimeline
Inlight Wealth Management, LLC366$86K0.04%013F-HRTimeline
Rise Advisors, LLC365$85.7K0.03%+113F-HRTimeline
AllSquare Wealth Management LLC331$77.8K0.04%013F-HRTimeline
FAS Wealth Partners, Inc.325$76.4K0.01%+113F-HRTimeline
Glass Jacobson Investment Advisors llc297$69.7K0.03%+113F-HRTimeline
Roxbury Financial LLC295$69.2K0.06%+113F-HRTimeline
VALLEY NATIONAL ADVISERS INC282$66K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.272$63.9K<0.01%+14113F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC267$62.9K0.03%013F-HRTimeline
CVA Family Office, LLC250$58.7K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…244$57.3K0.11%-13513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO240$56.4K<0.01%013F-HRTimelineGroup
Running Point Capital Advisors, LLC219$51.5K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.202$47.5K0.02%013F-HRTimeline
Darwin Wealth Management, LLC202$47.5K0.02%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…200$47K<0.01%013F-HRTimeline
Brentview Investment Management LLC200$47K0.02%013F-HRTimeline
Center for Financial Planning, Inc.191$44.9K<0.01%new13F-HRTimeline
TD Capital Management LLC181$42.5K<0.01%+113F-HRTimeline
HM PAYSON & CO175$41.1K<0.01%013F-HRTimeline
Westside Investment Management, Inc.175$41.1K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC155$36.4K0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC150$35.2K0.01%013F-HRTimeline
Milestone Investment Advisors LLC136$32K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC138$31.9K<0.01%new13F-HRTimeline