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Disclosery

XAR SPDR SERIES TRUST

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SHS (fund)

568 managers (576 13F filers) reported a position in XAR shares at 2026-03-31, 10,162,985 shares in all. 97 filers opened a position and 23 filers sold out during the quarter.

Managers
568
13F filers
576
New
97
Added
226
Reduced
133
Sold out
23
Shares held by filers
10,162,985

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Balboa Wealth Partners3,677$934K0.16%-213F-HRTimeline
Arrowroot Family Office, LLC3,664$931K0.31%new13F-HR/ATimeline
Signature Equity Partners, LLC3,640$925K0.5%+1,17613F-HRTimeline
Quantinno Capital Management LP3,613$918K<0.01%+1,57413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,541$899K0.03%+70913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,499$889K<0.01%+1,37013F-HRTimelineGroup
BLB&B Advisors, LLC3,498$888K0.04%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,490$887K<0.01%+1,09313F-HRTimelineGroup
MGO ONE SEVEN LLC3,377$858K0.02%+1,83313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,374$857K0.2%+1,71013F-HRTimeline
CPWA, LLC3,163$852K1.02%13F-HRTimeline
VestGen Advisors, LLC3,151$846K0.02%+11413F-HRTimeline
Moors & Cabot, Inc.3,325$844K0.04%+3213F-HRTimeline
Meridian Wealth Management, LLC3,301$838K0.03%-1813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,267$830K0.01%+1013F-HRTimelineGroup
Advisory Services Network, LLC3,239$823K0.01%-32613F-HRTimeline
Jaffetilchin Investment Partners, LLC3,230$820K0.05%-9413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,214$816K<0.01%+1,74613F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC3,203$813K0.29%-23013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,177$807K0.02%+23313F-HRTimelineGroup
PLANNING DIRECTIONS INC3,172$806K0.41%+2513F-HRTimeline
Quadrant Private Wealth Management, LLC3,142$798K0.12%+9913F-HRTimeline
WJ Wealth Management, LLC3,050$775K0.36%013F-HRTimeline
Arax Advisory Partners3,038$772K0.02%+2,53813F-HRTimeline
FIRST HORIZON CORP3,025$768K0.03%013F-HRTimeline
Clearstead Advisors, LLC3,011$765K0.01%+50513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,000$762K0.02%013F-HR/ATimeline
Premier Private Wealth Management LLC2,981$757K0.8%+10713F-HRTimeline
Focus Financial Network, Inc.2,974$755K0.03%+26413F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,960$752K0.03%-2,06313F-HRTimeline
Murphy & Mullick Capital Management Corp2,910$739K0.55%+1,13413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,903$737K0.03%+35913F-HRTimeline
Onyx Bridge Wealth Group LLC2,870$729K0.08%+59113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,818$716K<0.01%+39313F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC2,790$709K0.44%+2713F-HRTimeline
HB Wealth Management, LLC2,789$708K<0.01%+74413F-HRTimeline
Prime Capital Investment Advisors, LLC2,788$708K0.01%-3113F-HRTimeline
Nova Wealth Management, Inc.2,738$698K0.45%+35013F-HRTimeline
McKinley Carter Wealth Services, Inc.2,699$685K0.04%013F-HRTimeline
Sowell Financial Services LLC2,690$683K0.03%+15813F-HRTimeline
CFS Investment Advisory Services, LLC2,468$682K0.05%new13F-HRTimeline
Glen Eagle Advisors, LLC2,644$672K0.09%+1013F-HRTimeline
Fiduciary Alliance LLC2,426$668K0.04%+613F-HRTimeline
Addison Capital Co2,628$668K0.12%013F-HRTimeline
Q3 Asset Management2,574$653K0.16%+97913F-HRTimeline
Missouri Trust & Investment Co2,570$653K0.19%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,564$651K0.02%+7013F-HRTimelineGroup
CAP Partners, LLC2,547$647K0.37%+84713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,526$641K0.01%+41313F-HRTimelineGroup
Somerset Trust Co2,496$634K0.19%-1613F-HRTimeline
Kovack Advisors, Inc.2,428$630K0.03%+7413F-HRTimeline
Connective Capital Management, LLC2,480$630K0.52%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,473$628K0.02%013F-HRTimeline
October Effect Ltd2,444$621K0.71%-10513F-HRTimeline
Arkadios Wealth Advisors2,439$619K0.01%+11013F-HRTimeline
Tempo Wealth, LLC2,393$608K0.11%+63413F-HRTimeline
Greenline Wealth Management LLC2,363$600K0.69%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,322$590K0.04%+4513F-HRTimeline
Portfolio Strategies, Inc.2,322$590K0.07%new13F-HRTimeline
MAI Capital Management2,316$588K<0.01%+1113F-HRTimeline
Verity Asset Management, Inc.2,312$587K0.25%-8213F-HRTimeline
Rubicon Advisors, GP2,283$580K0.5%+89613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,263$575K<0.01%+8013F-HRTimelineGroup
FLOW TRADERS U.S. LLC2,242$569K0.02%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC2,341$565K0.03%013F-HRTimeline
Certified Advisory Corp2,200$559K0.05%+5513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,168$551K0.05%+6013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,165$550K0.08%-413F-HRTimeline
Armbruster Capital Management, Inc.2,160$549K0.09%013F-HRTimeline
CHOREO, LLC2,146$545K0.01%+8213F-HRTimeline
Sterling Investment Advisors, Ltd.2,140$544K0.1%013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.2,115$537K0.25%013F-HRTimeline
SOA Wealth Advisors, LLC.2,093$532K0.1%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,090$531K<0.01%-1,83513F-HRTimelineGroup
Prairie Wealth Advisors, Inc.0$526K0.23%013F-HRTimelineAmount filed as zero, left out of ratios.
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,034$516K0.02%-31713F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP2,015$512K0.01%-15513F-HRTimeline
New England Private Wealth Advisors LLC2,014$511K0.06%-38513F-HRTimeline
Allworth Financial LP2,009$510K<0.01%+3213F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,000$508K<0.01%new13F-HRTimeline
Sage Capital Advisors,llc2,000$508K0.12%013F-HRTimeline
Strategic Blueprint, LLC1,983$504K0.03%-1413F-HRTimeline
Vann Equity Management LLC1,979$503K0.36%13F-HRTimeline
Sonoma Allocations LLC1,924$499K0.17%+37213F-HRTimeline
Per Stirling Capital Management, LLC.1,964$499K0.06%013F-HRTimeline
Crews Bank & Trust1,939$492K0.07%-4013F-HRTimeline
Fort Sheridan Advisors LLC1,929$490K0.06%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,920$488K0.01%+47013F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC1,919$487K0.21%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,918$487K0.01%-2,78513F-HRTimeline
Madison Wealth Partners, Inc1,891$480K0.08%+1,01913F-HRTimeline
Sovran Advisors, LLC1,852$480K0.04%new13F-HRTimeline
Obermeyer Wealth Partners1,885$479K0.02%013F-HRTimeline
Marin Bay Wealth Advisors, LLC1,856$471K0.28%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,854$471K0.02%-6113F-HRTimelineGroup
Clear Creek Financial Management, LLC1,848$469K0.04%+2513F-HRTimeline
Claro Advisors Inc.1,843$468K0.06%-24813F-HRTimeline
Asset One Wealth Management LLC1,750$468K0.05%+63113F-HRTimeline
WEDBUSH SECURITIES INC1,839$467K0.01%+10113F-HRTimeline
Objective Capital Management, LLC1,837$467K0.47%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC1,831$465K0.17%+113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,825$463K0.06%+34813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,811$460K<0.01%+1,32813F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC1,768$449K0.02%-35013F-HRTimeline
Crescent Grove Advisors, LLC1,761$447K0.04%+45113F-HRTimeline
BostonPremier Wealth LLC1,747$444K0.23%+7413F-HRTimeline
Shepherd Financial Partners LLC1,743$443K0.04%013F-HRTimeline
NWF Advisory Services Inc.1,711$435K0.05%+20413F-HRTimeline
Savvy Advisors, Inc.1,710$434K0.01%+38913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,692$430K<0.01%-81713F-HRTimeline
TD Waterhouse Canada Inc.1,645$428K<0.01%-1813F-HRTimeline
PFG Advisors1,683$427K0.02%+2513F-HRTimeline
AE Wealth Management LLC1,680$427K<0.01%-74713F-HRTimeline
M Wealth Management, LLC1,670$424K0.36%new13F-HRTimeline
Chancellor Financial Group WB LP1,660$422K0.3%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,650$419K0.01%+33013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …1,644$418K0.23%-5513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,600$406K<0.01%-1,00013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,597$406K0.33%+2513F-HRTimeline
PCG Wealth Advisors, LLC1,595$405K0.1%+7913F-HRTimeline
TSA Wealth Managment LLC1,579$401K0.13%+51013F-HRTimeline
RFG Advisory, LLC1,578$401K0.01%new13F-HRTimeline
WHITTIER TRUST CO1,500$395K<0.01%013F-HRTimeline
Root Financial Partners, LLC1,535$390K0.02%-9613F-HRTimeline
EP Wealth Advisors, LLC1,531$389K<0.01%+11813F-HRTimeline
CIBC WORLD MARKET INC.1,504$382K<0.01%-513F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,500$381K0.09%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,459$371K0.02%+20913F-HRTimelineGroup
EVOKE WEALTH, LLC1,450$368K0.01%013F-HRTimeline
GWN SECURITIES INC.1,445$367K0.07%-11613F-HRTimeline
GeoWealth Management, LLC1,442$366K0.01%-72013F-HRTimeline
Atria Investments, Inc1,441$366K<0.01%+8313F-HRTimeline
Brady Martz Wealth Solutions, LLC1,422$361K0.06%new13F-HRTimeline
PKS Advisory Services, LLC1,418$360K0.08%+313F-HRTimeline
Rathbones Group PLC1,403$356K<0.01%013F-HR/ATimeline
Capital Advisor Network LLC1,400$356K0.5%13F-HR/ATimeline
Crescent Sterling, Ltd.1,390$353K0.34%+10113F-HRTimeline
Financial Sense Advisors, Inc.1,386$352K0.07%new13F-HRTimeline
Aptus Capital Advisors, LLC1,370$348K<0.01%-4713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,367$347K0.01%-1,28913F-HRTimelineGroup
Lloyd Advisory Services, LLC.1,347$342K0.1%new13F-HRTimeline
Kingdom Financial Group LLC.1,347$342K0.1%+5513F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,314$342K0.06%+17013F-HRTimeline
KINTRA WEALTH, LLC1,337$340K0.02%new13F-HRTimeline
CALTON & ASSOCIATES, INC.1,336$339K0.05%+30413F-HRTimeline
Independent Wealth Advisors LLC1,332$338K0.33%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,320$335K0.12%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC1,319$335K0.01%+26313F-HRTimeline
Ally Invest Advisors Inc.1,307$332K0.02%-19513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,275$331K0.02%-2,82013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,300$330K0.1%013F-HRTimeline
Beacon Pointe Advisors, LLC1,296$329K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,295$329K0.05%+2613F-HRTimeline
MACKENZIE FINANCIAL CORP1,280$325K<0.01%013F-HRTimeline
Total Clarity Wealth Management, Inc.1,272$323K0.08%+8613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,267$322K0.01%+4113F-HRTimelineGroup
Millennium Capital Advisors, LLC1,250$317K0.2%013F-HRTimeline
Strategic Financial Concepts, LLC1,249$317K0.08%new13F-HRTimeline
JERICHO FINANCIAL, LLP1,239$315K0.2%+413F-HRTimeline
OpenArc Corporate Advisory, LLC1,233$313K<0.01%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,224$311K0.09%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,214$308K<0.01%+413F-HRTimeline
PlanVest Financial, Inc1,213$308K0.23%13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,213$308K0.11%-6313F-HRTimeline
WESPAC Advisors, LLC1,192$303K0.17%013F-HRTimeline
Joseph P. Lucia & Associates, LLC1,180$300K0.11%013F-HRTimeline
Capital Investment Advisors, LLC1,164$296K<0.01%013F-HR/ATimeline
WealthPlan Investment Management, LLC1,151$292K0.02%new13F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)1,150$292K<0.01%013F-HRTimelineGroup
Baker Ellis Asset Management LLC1,150$292K0.03%-3,08013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,140$290K0.04%+4013F-HRTimeline
Blue Trust, Inc.1,128$287K<0.01%-7013F-HRTimeline
Stonebridge Financial Group, LLC1,109$282K0.02%new13F-HRTimeline
NWAM LLC1,097$279K0.02%+3713F-HRTimeline
Principle Wealth Partners LLC1,088$276K0.02%-1113F-HRTimeline
GM Advisory Group, LLC1,085$276K0.01%013F-HRTimeline
Mascoma Wealth Management LLC1,071$272K0.06%-5013F-HRTimeline
WESBANCO BANK INC1,064$270K0.01%+7513F-HRTimeline
Presper Financial Architects, LLC1,062$270K0.16%013F-HRTimeline
Avalon Trust Co1,055$268K0.02%-98013F-HRTimeline
Sound View Wealth Advisors Group, LLC1,050$267K0.02%+10013F-HRTimeline
Campion Asset Management1,043$265K0.18%013F-HRTimeline
Evanson Asset Management, LLC1,041$264K0.01%013F-HRTimeline
SITTNER & NELSON, LLC1,040$264K0.1%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC1,038$264K0.16%013F-HRTimeline
WEALTHGARDEN F.S. LLC1,032$262K0.18%+5713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,030$262K0.05%013F-HRTimeline
FSA Investment Group, LLC1,024$260K0.1%+1613F-HRTimeline
Insight Wealth Partners, LLC1,020$259K0.1%new13F-HRTimeline
Global Assets Advisory, LLC1,013$257K0.07%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,006$256K0.18%013F-HRTimeline
Prospera Financial Services Inc1,002$255K<0.01%+15813F-HRTimeline
Second Line Capital, LLC973$252K0.05%-7013F-HRTimeline
Beckerman Institutional, LLC992$252K0.13%+1513F-HRTimeline
SIMPLEX TRADING, LLC987$251K0.01%new13F-HRTimeline
HF Advisory Group, LLC981$249K0.08%-1213F-HRTimeline
Signal Advisors Wealth, LLC969$246K0.02%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.968$246K0.03%-19913F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC953$242K0.05%+4113F-HRTimeline
Meridian Financial Advisors, LLC950$241K0.13%013F-HRTimeline