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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
Larson Financial Group LLC590$142K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.590$142K<0.01%+53913F-HRTimeline
ORG Partners LLC514$124K0.02%+8713F-HRTimeline
Jessup Wealth Management, Inc505$122K0.04%new13F-HRTimeline
Arax Advisory Partners500$121K<0.01%new13F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC500$121K0.12%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.498$120K<0.01%-513F-HRTimelineGroup
Caitlin John, LLC495$119K0.08%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.483$117K<0.01%+21113F-HRTimelineGroup
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.480$116K0.02%13F-HRTimelineGroup
United Community Bankin group United Community Bank452$109K0.04%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC443$107K0.01%013F-HRTimeline
Biltmore Family Office, LLC440$106K0.01%013F-HRTimeline
Smithfield Trust Co425$103K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC423$102K<0.01%+4713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…374$90.2K<0.01%-8413F-HRTimelineGroup
Inlight Wealth Management, LLC366$88.3K0.03%013F-HRTimeline
IFC & Insurance Marketing, Inc.358$86K0.09%13F-HRTimeline
Geneos Wealth Management Inc.332$80.1K<0.01%-15013F-HRTimeline
AlphaCore Capital LLC330$79.6K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.325$78.5K0.01%013F-HRTimeline
Roxbury Financial LLC295$71.1K0.06%013F-HRTimeline
Glass Jacobson Investment Advisors llc288$69.5K0.02%-913F-HRTimeline
VALLEY NATIONAL ADVISERS INC282$68K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO270$65.1K<0.01%+3013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC268$64.7K0.02%+113F-HRTimeline
CVA Family Office, LLC250$60.3K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC244$58.9K<0.01%+13413F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…244$58.9K0.02%013F-HRTimeline
Meramec Financial Planners, LLC198$53.8K0.02%13F-HRTimeline
Running Point Capital Advisors, LLC219$52.8K0.01%013F-HRTimeline
Darwin Wealth Management, LLC214$51.6K0.02%+1213F-HRTimeline
Key Financial Inc206$49.7K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.202$48.8K0.02%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…200$48.2K<0.01%013F-HRTimeline
Brentview Investment Management LLC200$48.2K0.02%013F-HRTimeline
Center for Financial Planning, Inc.191$46.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc183$44.2K<0.01%+8113F-HRTimeline
TD Capital Management LLC181$43.6K<0.01%013F-HRTimeline
HM PAYSON & CO175$42.2K<0.01%013F-HRTimeline
Westside Investment Management, Inc.175$42.2K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC161$38.8K0.01%+613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…157$38K<0.01%+2413F-HRTimelineGroup
Milestone Investment Advisors LLC136$32.8K0.01%013F-HRTimeline
Golden State Wealth Management, LLC126$30.4K<0.01%013F-HRTimeline
Strive Financial Group ,LLC125$30.2K0.02%13F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC119$28.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC118$28.7K<0.01%-2013F-HRTimeline
Reyes Financial Architecture, Inc.107$25.8K0.02%+813F-HRTimeline
Financial Freedom, LLC105$25.4K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.104$25.1K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.101$24.3K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC100$24.1K<0.01%-2013F-HRTimeline
Stone House Investment Management, LLC100$24.1K<0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC100$24.1K<0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC100$24.1K0.01%new13F-HRTimeline
Hilltop National Bank100$24.1K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC88$21.2K<0.01%013F-HRTimeline
Investors Research Corp80$19.3K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.75$18.1K<0.01%new13F-HRTimeline
Field & Main Bank75$18.1K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.75$18.1K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC50$12.1K<0.01%013F-HRTimeline
WPG Advisers, LLC45$10.9K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.44$10.7K0.01%+913F-HRTimeline
AMERIFLEX GROUP, INC.44$10.6K0.01%-4413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…37$8.95K<0.01%-1013F-HRTimelineGroup
UMB Bank, n.a.30$7.24K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
REAP Financial Group, LLC27$6.62K<0.01%013F-HRTimeline
Truvestments Capital LLC27$6.51K<0.01%013F-HRTimeline
Financial Perspectives, Inc26$6.27K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC26$6.18K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.23$5.55K<0.01%013F-HRTimeline
Realta Investment Advisors22$5.31K<0.01%013F-HRTimeline
Signature Resources Capital Management,…20$4.83K<0.01%013F-HRTimeline
Abound Wealth Management18$4.34K<0.01%new13F-HRTimeline
Strategic Advocates LLC17$4.13K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp17$4.1K<0.01%013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV20$4K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…16$3.77K<0.01%013F-HRTimeline
North Star Investment Management Corp.15$3.65K<0.01%013F-HRTimeline
Triumph Capital Management15$3.62K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.14$3.38K<0.01%013F-HRTimeline
Go Invest LLC14$3.36K<0.01%13F-HRTimeline
Central Pacific Bank - Trust Division13$3.14K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC12$2.9K<0.01%013F-HRTimeline
SIGNATUREFD, LLC10$2.41K<0.01%-38013F-HRTimeline
Aventus Investment Advisors, Inc.9$2.17K<0.01%013F-HRTimeline
Operose Advisors LLC7$1.69K<0.01%new13F-HRTimeline
Essential Partners LLC5$1.21K<0.01%013F-HRTimeline
PFS Partners, LLC4$966<0.01%new13F-HRTimeline
WealthShield Partners, LLC4$965<0.01%013F-HRTimeline
Salomon & Ludwin, LLC2$521<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$483<0.01%013F-HRTimeline
Sage Mountain Advisors LLC2$482<0.01%013F-HRTimeline