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Disclosery

XAR SPDR SERIES TRUST

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SHS (fund)

495 managers (500 13F filers) reported a position in XAR shares at 2025-12-31, 8,885,510 shares in all. 58 filers opened a position and 26 filers sold out during the quarter.

Managers
495
13F filers
500
New
58
Added
188
Reduced
110
Sold out
26
Shares held by filers
8,885,510

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SummitTX Capital, L.P.2,951$712K0.02%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,944$710K0.02%+18213F-HR/ATimelineGroup
Western Wealth Management, LLC2,834$684K0.03%+40513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,832$683K0.02%-16913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,819$680K0.01%-3013F-HRTimeline
GUERRA PAN ADVISORS, LLC2,763$667K0.4%-10613F-HRTimeline
Focus Financial Network, Inc.2,710$654K0.02%-5,40213F-HRTimeline
McKinley Carter Wealth Services, Inc.2,699$651K0.04%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,656$641K0.01%+1,46313F-HRTimelineGroup
Glen Eagle Advisors, LLC2,634$635K0.09%-9913F-HRTimeline
Addison Capital Co2,628$634K0.16%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,600$627K<0.01%+1,20013F-HRTimeline
Missouri Trust & Investment Co2,570$620K0.18%013F-HRTimeline
October Effect Ltd2,549$615K0.68%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,544$614K0.03%+35513F-HRTimeline
Sowell Financial Services LLC2,532$611K0.02%-12,30213F-HRTimeline
Somerset Trust Co2,512$606K0.19%+5913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,509$605K<0.01%+54013F-HRTimeline
Clearstead Advisors, LLC2,506$605K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,494$602K0.02%+4513F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC2,473$597K0.02%013F-HRTimeline
Signature Equity Partners, LLC2,464$594K0.33%13F-HRTimeline
AE Wealth Management LLC2,427$585K<0.01%-213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,425$585K<0.01%-6613F-HRTimelineGroup
Fiduciary Alliance LLC2,420$584K0.04%+3513F-HRTimeline
New England Private Wealth Advisors LLC2,399$579K0.07%+10913F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,397$578K<0.01%+1,51613F-HRTimelineGroup
Verity Asset Management, Inc.2,394$578K0.25%-22313F-HRTimeline
Nova Wealth Management, Inc.2,388$576K0.39%+9013F-HRTimeline
Farther Finance Advisors, LLC2,368$571K0.01%+1,71913F-HRTimeline
Kovack Advisors, Inc.2,354$568K0.03%+6613F-HR/ATimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,351$567K0.02%+17613F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC2,341$565K0.03%+1,26913F-HRTimeline
BLAIR WILLIAM & CO/IL2,331$562K<0.01%+3113F-HRTimeline
Arkadios Wealth Advisors2,329$562K0.01%+8313F-HRTimeline
MAI Capital Management2,305$556K<0.01%+15813F-HRTimeline
Onyx Bridge Wealth Group LLC2,279$550K0.06%+1,21713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,277$549K0.04%+90713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,183$527K<0.01%+20013F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…2,169$523K0.08%+4713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,170$523K0.01%-38313F-HRTimeline
GeoWealth Management, LLC2,162$522K0.02%-3,55013F-HRTimeline
Armbruster Capital Management, Inc.2,160$521K0.09%013F-HRTimeline
Certified Advisory Corp2,145$517K0.05%013F-HRTimeline
Sterling Investment Advisors, Ltd.2,140$516K0.1%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,129$514K<0.01%+25313F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC2,118$511K0.02%013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.2,115$510K0.24%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,113$510K0.01%new13F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/2,108$509K0.05%+14913F-HRTimeline
SOA Wealth Advisors, LLC.2,093$505K0.09%+113F-HRTimeline
Claro Advisors Inc.2,091$505K0.07%new13F-HRTimeline
CHOREO, LLC2,064$502K0.01%+69113F-HRTimeline
Prairie Wealth Advisors, Inc.0$497K0.21%-2,06013F-HRTimelineAmount filed as zero, left out of ratios.
HB Wealth Management, LLC2,045$493K<0.01%-3113F-HRTimeline
Quantinno Capital Management LP2,039$492K<0.01%+95713F-HRTimeline
Avalon Trust Co2,035$491K0.03%-21513F-HRTimeline
Sage Capital Advisors,llc2,000$482K0.11%013F-HRTimeline
Strategic Blueprint, LLC1,997$482K0.03%new13F-HRTimeline
Gateway Wealth Partners, LLC1,993$481K0.05%+70613F-HRTimeline
Crews Bank & Trust1,979$477K0.07%013F-HRTimeline
Allworth Financial LP1,977$477K<0.01%+22213F-HRTimeline
Per Stirling Capital Management, LLC.1,964$474K0.05%013F-HRTimeline
Black Diamond Financial, LLC1,940$468K0.05%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,915$462K0.02%new13F-HRTimelineGroup
Obermeyer Wealth Partners1,885$455K0.02%013F-HRTimeline
Objective Capital Management, LLC1,837$443K0.45%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC1,830$442K0.16%-2513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC1,826$441K0.16%-4113F-HRTimeline
Clear Creek Financial Management, LLC1,823$440K0.04%013F-HRTimeline
Murphy & Mullick Capital Management Corp1,776$428K0.31%+69513F-HRTimeline
Tempo Wealth, LLC1,759$424K0.08%13F-HRTimeline
Shepherd Financial Partners LLC1,743$420K0.04%013F-HRTimeline
WEDBUSH SECURITIES INC1,738$419K0.01%+1113F-HRTimeline
Sonoma Allocations LLC1,552$417K0.14%new13F-HRTimeline
CAP Partners, LLC1,700$410K0.23%+35313F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …1,699$410K0.22%+10813F-HRTimeline
BostonPremier Wealth LLC1,673$404K0.21%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,664$401K0.11%+23813F-HRTimeline
TD Waterhouse Canada Inc.1,663$401K<0.01%+34913F-HRTimeline
Chancellor Financial Group WB LP1,660$400K0.27%013F-HRTimeline
PFG Advisors1,658$400K0.02%+24113F-HRTimeline
WHITTIER TRUST CO1,500$399K<0.01%013F-HRTimeline
Root Financial Partners, LLC1,631$394K0.02%013F-HRTimeline
Synergy Investment Management, LLC1,628$393K0.14%new13F-HRTimeline
Q3 Asset Management1,595$392K0.09%-2,85113F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,572$379K0.3%-813F-HRTimeline
GWN SECURITIES INC.1,561$377K0.08%+27213F-HRTimeline
MGO ONE SEVEN LLC1,544$372K0.01%+9913F-HRTimeline
PCG Wealth Advisors, LLC1,516$366K0.1%+2813F-HRTimeline
CIBC WORLD MARKET INC.1,509$364K<0.01%+5013F-HRTimeline
NWF Advisory Services Inc.1,507$364K0.04%+6713F-HRTimeline
Ally Invest Advisors Inc.1,502$362K0.03%-8813F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,500$362K0.08%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,477$356K0.04%+28613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,468$354K<0.01%013F-HRTimelineGroup
EVOKE WEALTH, LLC1,450$350K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,450$350K<0.01%+7213F-HRTimelineGroup
American State Bank (Iowa)1,419$342K0.16%013F-HRTimeline
Aptus Capital Advisors, LLC1,417$342K<0.01%-3113F-HRTimeline
PKS Advisory Services, LLC1,415$341K0.08%-1313F-HRTimeline
EP Wealth Advisors, LLC1,413$341K<0.01%13F-HRTimeline
Rathbones Group PLC1,403$338K<0.01%013F-HR/ATimeline
South Shore Capital Advisors1,400$338K0.25%13F-HRTimeline
Rubicon Advisors, GP1,387$335K0.31%13F-HRTimeline
Atria Investments, Inc1,358$328K<0.01%-27913F-HRTimeline
Belvedere Trading LLC1,351$326K0.06%new13F-HRTimeline
Independent Wealth Advisors LLC1,332$321K0.34%13F-HRTimeline
Savvy Advisors, Inc.1,321$319K0.01%+1813F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,320$318K0.11%013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP1,320$318K0.01%+18613F-HRTimeline
Crescent Grove Advisors, LLC1,310$316K0.03%+20113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,300$314K0.09%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,286$313K0.02%new13F-HRTimeline
Kingdom Financial Group LLC.1,292$312K0.1%new13F-HRTimeline
Crescent Sterling, Ltd.1,289$311K0.32%+4813F-HRTimeline
MACKENZIE FINANCIAL CORP1,280$311K<0.01%new13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,276$308K0.11%-713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,269$306K0.04%-1213F-HRTimeline
Asset One Wealth Management LLC1,119$302K0.04%13F-HRTimeline
Millennium Capital Advisors, LLC1,250$302K0.18%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,250$302K0.01%+7913F-HRTimelineGroup
JERICHO FINANCIAL, LLP1,235$298K0.18%-40413F-HRTimeline
NWAM LLC1,060$297K0.02%+14213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,226$296K0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC1,214$293K<0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,210$292K<0.01%+6013F-HRTimeline
Blue Trust, Inc.1,198$289K<0.01%-29113F-HRTimeline
WESPAC Advisors, LLC1,192$288K0.16%013F-HRTimeline
Total Clarity Wealth Management, Inc.1,186$286K0.07%+613F-HRTimeline
Joseph P. Lucia & Associates, LLC1,180$285K0.1%013F-HRTimeline
Keystone Financial Group1,174$283K0.02%+4413F-HRTimeline
SITTNER & NELSON, LLC1,040$283K0.1%013F-HRTimeline
Sound Income Strategies, LLC964$282K0.01%+96413F-HRTimeline
Redhawk Wealth Advisors, Inc.1,167$282K0.03%-60813F-HRTimeline
Capital Investment Advisors, LLC1,164$281K<0.01%-7313F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)1,150$277K<0.01%013F-HRTimelineGroup
Magnus Financial Group LLC1,147$277K0.02%+1013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,144$276K0.05%new13F-HRTimeline
WEALTHGARDEN F.S. LLC975$273K0.18%-14013F-HRTimeline
Mascoma Wealth Management LLC1,121$270K0.06%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,101$266K0.01%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,100$265K0.04%-1,95513F-HRTimeline
Principle Wealth Partners LLC1,099$265K0.01%013F-HRTimeline
GM Advisory Group, LLC1,085$262K0.01%+18513F-HRTimeline
Fortis Advisors, LLC1,076$260K0.14%-2,29013F-HRTimeline
TSA Wealth Managment LLC1,069$258K0.09%new13F-HRTimeline
Presper Financial Architects, LLC1,062$256K0.14%013F-HRTimeline
Dynamic Advisor Solutions LLC1,056$255K0.01%+213F-HRTimeline
BEARING POINT CAPITAL, LLC1,050$253K0.04%013F-HRTimeline
Campion Asset Management1,043$252K0.17%013F-HRTimeline
Second Line Capital, LLC1,043$251K0.05%-4013F-HRTimeline
Main Street Financial Solutions, LLC1,042$251K0.02%+6613F-HRTimeline
Evanson Asset Management, LLC1,041$251K0.01%+113F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC1,038$250K0.16%013F-HRTimeline
CALTON & ASSOCIATES, INC.1,032$249K0.04%+17013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,030$248K0.05%013F-HRTimeline
Global Assets Advisory, LLC1,013$244K0.07%013F-HRTimeline
FSA Investment Group, LLC1,008$243K0.15%+1113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,006$243K0.17%013F-HRTimeline
HF Advisory Group, LLC993$240K0.08%-9813F-HR/ATimeline
WESBANCO BANK INC989$239K0.01%+8413F-HRTimeline
Beckerman Institutional, LLC977$236K0.13%013F-HRTimeline
Sound View Wealth Advisors Group, LLC950$229K0.02%new13F-HRTimeline
Meridian Financial Advisors, LLC950$229K0.12%-3013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…945$228K<0.01%013F-HRTimelineGroup
Brookwood Investment Group LLC944$228K0.03%new13F-HRTimeline
L. Roy Papp & Associates, LLP923$223K0.02%013F-HRTimeline
Nilsine Partners, LLC919$222K0.02%-10113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC912$220K0.05%+6813F-HRTimeline
LongView Wealth Management783$220K0.05%-8013F-HRTimeline
Gladstone Institutional Advisory LLC911$220K0.01%new13F-HRTimeline
CWA Asset Management Group, LLC907$219K0.01%013F-HRTimeline
Capital Management Associates, Inc900$217K0.05%013F-HRTimeline
DAVENPORT & Co LLC895$216K<0.01%new13F-HRTimeline
Crestwood Advisors Group, LLC890$215K<0.01%013F-HRTimeline
Heritage Wealth Management, Inc.884$213K0.06%013F-HRTimeline
Anchor Investment Management, LLC882$213K0.02%013F-HRTimeline
MOTIVE WEALTH ADVISORS878$212K0.09%013F-HRTimeline
Stonebrook Private Inc.876$211K0.04%new13F-HRTimeline
Madison Wealth Partners, Inc872$210K0.04%new13F-HRTimeline
Independent Solutions Wealth Management…871$210K0.04%013F-HRTimeline
RFP Financial Group LLC870$210K0.1%new13F-HRTimeline
Strategies Wealth Advisors, LLC869$210K0.02%+113F-HRTimeline
CoreFirst Bank & Trust865$209K0.11%013F-HRTimeline
Sigma Planning Corp854$206K0.01%new13F-HRTimeline
Solstein Capital, LLC853$206K0.08%013F-HRTimeline
Choate Investment Advisors847$204K<0.01%-12413F-HRTimeline
Prospera Financial Services Inc844$204K<0.01%new13F-HRTimeline
Lynx Investment Advisory838$202K0.11%new13F-HRTimeline
Vawter Financial, Ltd.831$200K0.08%new13F-HR/ATimeline
Scarborough Advisors, LLC770$186K0.03%+513F-HRTimeline
PRIVATE TRUST CO NA709$171K0.01%-38813F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT700$169K<0.01%+60013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC670$162K0.01%new13F-HRTimeline
Parallel Advisors, LLC665$161K<0.01%+5013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV660$159K0.01%-9313F-HRTimeline
NFSG Corp627$151K0.02%+5713F-HRTimeline
Bullock Wealth Management Group607$146K0.07%013F-HRTimeline
Tidemark, LLC600$145K0.04%-42613F-HRTimeline