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Disclosery

XAR SPDR SERIES TRUST

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SHS (fund)

611 managers (619 13F filers) reported a position in XAR shares at 2026-06-30, 10,373,194 shares in all. 89 filers opened a position and 47 filers sold out during the quarter.

Managers
611
13F filers
619
New
89
Added
241
Reduced
143
Sold out
47
Shares held by filers
10,373,194

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Campion Asset Management1,043$296K0.18%013F-HRTimeline
Evanson Financial, LLC1,042$296K0.01%13F-HRTimeline
SITTNER & NELSON, LLC1,040$295K0.09%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC1,038$295K0.16%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,030$292K0.06%013F-HRTimeline
HF Advisory Group, LLC1,015$288K0.09%+3413F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,006$286K0.19%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp1,003$285K0.01%new13F-HRTimelineGroup
Capital Advisor Network LLC998$283K0.35%-40213F-HRTimeline
Accelerate Investment Advisors LLC979$278K0.16%new13F-HRTimeline
Beckerman Institutional, LLC977$277K0.13%-1513F-HRTimeline
Triad Wealth Partners, LLC1,006$275K0.02%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.968$275K0.03%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…964$274K0.01%new13F-HRTimeline
Second Line Capital, LLC956$271K0.05%-1713F-HR/ATimeline
Choate Investment Advisors955$271K<0.01%+10813F-HRTimeline
Meridian Financial Advisors, LLC950$270K0.13%013F-HRTimeline
Sound Income Strategies, LLC938$266K0.01%+1413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC924$262K0.05%-2913F-HRTimeline
Global Assets Advisory, LLC910$261K0.06%-10313F-HRTimeline
M3 Advisory Group, LLC919$261K0.14%new13F-HRTimeline
PlanVest Financial, Inc910$258K0.17%-30313F-HRTimeline
CWA Asset Management Group, LLC908$258K0.01%013F-HRTimeline
Eagle Strategies LLC907$257K0.03%new13F-HRTimeline
Capital Management Associates, Inc900$255K0.05%013F-HRTimeline
Mascoma Wealth Management LLC898$255K0.05%-17313F-HRTimeline
Crestwood Advisors Group, LLC890$253K<0.01%013F-HRTimeline
STEVENS CAPITAL PARTNERS888$252K0.05%013F-HRTimeline
Chatterton & Associates Inc.917$251K0.15%+9613F-HRTimeline
Heritage Wealth Management, Inc.884$251K0.06%013F-HRTimeline
Anchor Investment Management, LLC883$251K0.02%013F-HRTimeline
South Shore Capital Advisors879$249K0.17%new13F-HRTimeline
MOTIVE WEALTH ADVISORS878$249K0.1%013F-HRTimeline
CALTON & ASSOCIATES, INC.877$249K0.04%-45913F-HRTimeline
Strategies Wealth Advisors, LLC877$249K0.02%013F-HRTimeline
Main Street Financial Solutions, LLC871$247K0.02%-1113F-HRTimeline
5T Wealth, LLC869$247K0.09%new13F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV866$246K0.01%new13F-HRTimeline
CoreFirst Bank & Trust865$245K0.12%013F-HRTimeline
ONE Advisory Partners, LLC864$245K0.07%new13F-HRTimeline
CONGRESS ASSET MANAGEMENT CO858$243K<0.01%new13F-HRTimeline
Solstein Capital, LLC853$242K0.08%013F-HRTimeline
BEACON FINANCIAL GROUP849$241K0.02%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC848$241K0.06%new13F-HRTimeline
Dana Investment Advisors, Inc.847$240K0.01%new13F-HRTimeline
Independent Solutions Wealth Management…846$240K0.03%013F-HRTimeline
Sound View Wealth Advisors Group, LLC843$239K0.01%-20713F-HRTimeline
Lynx Investment Advisory838$238K0.08%013F-HRTimeline
Sigma Planning Corp837$238K0.01%-313F-HRTimeline
L. Roy Papp & Associates, LLP823$234K0.02%013F-HRTimeline
Koshinski Asset Management, Inc.812$231K0.01%new13F-HRTimeline
CORE WEALTH ADVISORS, LLC807$229K0.17%-12013F-HRTimeline
Americana Partners, LLC800$227K0.01%013F-HRTimeline
Confluence Wealth Services, Inc.800$227K0.01%new13F-HRTimeline
Trace Wealth Advisors, LLC795$226K0.15%013F-HRTimeline
WT Wealth Management793$225K0.06%013F-HRTimeline
PFG Investments, LLC786$223K0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS779$221K0.02%new13F-HRTimeline
OFS Enterprise LLC774$220K0.06%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.773$219K0.02%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED772$219K0.01%new13F-HRTimeline
Brookwood Investment Group LLC772$219K0.03%-6913F-HRTimeline
Blueshift Asset Management, LLC770$219K0.05%new13F-HRTimeline
LexAurum Advisors, LLC768$218K0.03%-3713F-HRTimeline
BRIGHTON JONES LLC768$218K<0.01%new13F-HRTimeline
EJMK Ventures LLC760$216K0.1%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC751$213K0.03%new13F-HRTimeline
WEALTH ALLIANCE, LLC750$213K0.02%new13F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC742$211K0.18%new13F-HRTimeline
ProVise Management Group, LLC737$209K0.01%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC735$209K<0.01%new13F-HRTimeline
Tidemark, LLC726$206K0.05%+4813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC720$204K0.01%new13F-HRTimeline
Insight Advisors, LLC/ PA715$203K0.04%-7413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…706$200K<0.01%new13F-HRTimelineGroup
Bullock Wealth Management Group690$197K0.09%-8213F-HRTimeline
Parallel Advisors, LLC652$185K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC625$177K0.02%+34313F-HRTimeline
Capital Advisors, Ltd. LLC618$175K0.02%013F-HRTimeline
Larson Financial Group LLC615$175K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT600$170K<0.01%013F-HRTimeline
Boreal Capital Management LLC599$170K0.13%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.596$169K<0.01%+1613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caitlin John, LLC595$169K0.09%-10013F-HRTimeline
NFSG Corp595$169K0.02%+16113F-HRTimeline
Biltmore Family Office, LLC590$167K0.02%+15013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…570$162K0.06%+32613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV551$156K0.01%-5813F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…532$151K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC502$142K<0.01%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC500$142K0.13%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.480$136K0.03%013F-HRTimelineGroup
IMA Advisory Services, Inc.475$135K0.01%new13F-HRTimeline
Regatta Research & Money Management442$125K0.12%13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …438$124K<0.01%-14,70113F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC436$124K0.02%13F-HRTimeline
Smithfield Trust Co425$121K<0.01%013F-HRTimeline
MATHER GROUP, LLC.418$119K<0.01%-19913F-HRTimeline
Cypress Capital Management LLC (WY)343$97.3K0.08%new13F-HRTimeline
FAS Wealth Partners, Inc.326$92.4K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC298$84.6K<0.01%+21013F-HRTimeline
DHJJ Financial Advisors, Ltd.272$77.2K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO270$76.6K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC268$76.1K0.04%013F-HRTimeline
Glass Jacobson Investment Advisors llc267$75.7K0.02%-6213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.266$75.5K0.03%+2513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP260$73.8K0.01%013F-HRTimeline
Smartleaf Asset Management LLC264$73.1K<0.01%013F-HRTimeline
Roxbury Financial LLC256$72.6K0.06%013F-HRTimeline
CVA Family Office, LLC250$70.9K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…243$69K<0.01%-2913F-HRTimelineGroup
Center for Financial Planning, Inc.230$65.3K0.01%+3913F-HRTimeline
Synergy Investment Management, LLC221$62.7K0.02%new13F-HRTimeline
Darwin Wealth Management, LLC206$58.5K0.02%013F-HRTimeline
Key Financial Inc206$58.5K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.202$57.5K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC201$57K<0.01%-4613F-HRTimelineGroup
HM PAYSON & CO200$56.8K<0.01%+2513F-HRTimeline
Institute for Wealth Management, LLC.197$55.9K<0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…188$53.4K<0.01%013F-HRTimeline
JPL Wealth Management, LLC186$52.8K0.01%013F-HRTimeline
TD Capital Management LLC181$51.3K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…177$50.2K<0.01%-19713F-HRTimelineGroup
Westside Investment Management, Inc.175$49.7K0.01%013F-HRTimeline
Signature Resources Capital Management,…169$48K0.02%+13013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…150$42.7K<0.01%+2713F-HRTimelineGroup
Golden State Wealth Management, LLC147$41.7K<0.01%+4113F-HRTimeline
Atomic Invest LLC141$39.1K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC136$38.6K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…130$36.9K0.01%new13F-HRTimeline
Strive Financial Group ,LLC125$35.5K0.02%013F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA119$33.8K<0.01%013F-HRTimelineGroup
Meramec Financial Planners, LLC123$33.6K0.01%-7513F-HRTimeline
AdvisorNet Financial, Inc102$29K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC100$28.4K<0.01%013F-HRTimeline
Manchester Capital Management LLC100$28.4K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC100$28.4K<0.01%013F-HRTimeline
Stone House Investment Management, LLC100$28.4K<0.01%013F-HRTimeline
Fortitude Family Office, LLC100$28.4K0.01%new13F-HRTimeline
Hilltop National Bank100$28.4K0.01%013F-HRTimeline
Caldwell Trust Co100$28.4K<0.01%new13F-HRTimeline
Timbuktu Capital Management, LLC100$28.4K0.04%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC97$27.5K<0.01%-40613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC95$27K0.01%-3313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC95$27K0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC92$26.1K0.02%013F-HRTimeline
Point Nemo Capital, LLC87$24.7K0.01%-20,61513F-HRTimeline
Reyes Financial Architecture, Inc.87$24.7K0.01%-2113F-HRTimeline
Investors Research Corp80$22.7K<0.01%013F-HRTimeline
Burk Holdings LLC79$22.4K0.01%013F-HRTimeline
WEBSTER BANK, N. A.75$21.3K<0.01%013F-HRTimeline
Field & Main Bank75$21.3K<0.01%013F-HR/ATimeline
First Command Advisory Services, Inc.73$20.8K<0.01%new13F-HRTimeline
NVWM, LLC70$19.9K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC69$19.6K<0.01%013F-HRTimeline
Financial Perspectives, Inc59$16.7K<0.01%+3313F-HRTimeline
Kroeger Financial Partners58$16.5K0.02%13F-HRTimeline
Avalon Trust Co55$15.6K<0.01%-1,00013F-HRTimeline
Continuum Advisory, LLC54$15.3K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC50$14.2K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC50$14.2K<0.01%013F-HRTimeline
WPG Advisers, LLC45$12.8K0.01%013F-HRTimeline
ADIRONDACK TRUST CO45$12.8K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.44$12.6K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.44$12.5K0.01%013F-HRTimeline
CENTRAL TRUST Co43$12.2K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.42$11.9K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.42$11.8K<0.01%-5913F-HRTimeline
Copia Wealth Management37$10.5K0.01%new13F-HRTimeline
CNB Bank35$9.93K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV35$9K<0.01%-313F-HRTimeline
CX Institutional32$9K<0.01%new13F-HRTimeline
UMB Bank, n.a.30$8.51K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GW&K Investment Management, LLC26$8K<0.01%new13F-HRTimeline
Abound Wealth Management28$7.95K<0.01%+1013F-HRTimeline
Truvestments Capital LLC27$7.66K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.22$6.24K<0.01%-113F-HRTimeline
Realta Investment Advisors22$6.24K<0.01%013F-HRTimeline
Orion Capital Management LLC22$6.24K<0.01%new13F-HRTimeline
Go Invest LLC20$5.67K<0.01%+313F-HRTimeline
Financially Speaking Inc20$5.08K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp17$4.82K<0.01%013F-HRTimelineGroup
Strategic Advocates LLC17$4.82K0.02%-213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…16$4.44K<0.01%013F-HRTimeline
North Star Investment Management Corp.15$4.29K<0.01%013F-HRTimeline
HOWE & RUSLING INC15$4.26K<0.01%new13F-HRTimeline
BFSG, LLC15$4.26K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.14$3.97K<0.01%new13F-HRTimeline
RHL GROUP, LLC13$3.69K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division13$3.69K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …12$3.42K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC12$3.41K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…12$3.4K<0.01%-5,10113F-HRTimeline
Key Capital Management, INC11$3.12K<0.01%013F-HRTimeline
SIGNATUREFD, LLC10$2.85K<0.01%-613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …10$2.84K<0.01%13F-HRTimelineGroup
Triumph Capital Management10$2.84K<0.01%013F-HRTimeline
Vision Retirement, LLC9$2.56K<0.01%013F-HRTimeline
TRUST CO OF VERMONT9$2.55K<0.01%13F-HRTimeline
Aventus Investment Advisors, Inc.9$2.55K<0.01%013F-HRTimeline