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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
Acorn Wealth Advisors, LLC948$241K0.07%new13F-HRTimeline
Sound Income Strategies, LLC924$240K0.01%-4013F-HRTimeline
Nilsine Partners, LLC919$237K0.02%013F-HRTimeline
PeakShares LLC930$236K0.22%new13F-HRTimeline
Fortis Advisors, LLC929$236K0.12%-14713F-HRTimeline
CORE WEALTH ADVISORS, LLC927$235K0.18%-6,13913F-HRTimeline
Valmark Advisers, Inc.918$233K<0.01%new13F-HRTimeline
CWA Asset Management Group, LLC908$231K0.01%+113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC901$229K0.01%+23113F-HRTimeline
Capital Management Associates, Inc900$229K0.05%013F-HRTimeline
DAVENPORT & Co LLC895$227K<0.01%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …907$227K<0.01%new13F-HRTimelineGroup
Crestwood Advisors Group, LLC890$226K<0.01%013F-HRTimeline
STEVENS CAPITAL PARTNERS888$226K0.05%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC928$225K<0.01%new13F-HRTimelineGroup
Heritage Wealth Management, Inc.884$225K0.11%013F-HRTimeline
Anchor Investment Management, LLC883$224K0.02%+113F-HRTimeline
Main Street Financial Solutions, LLC882$224K0.02%-16013F-HRTimeline
MOTIVE WEALTH ADVISORS878$223K0.1%013F-HRTimeline
Strategies Wealth Advisors, LLC877$223K0.02%+813F-HRTimeline
Chatterton & Associates Inc.821$221K0.15%new13F-HRTimeline
RFP Financial Group LLC869$221K0.12%-113F-HRTimeline
CoreFirst Bank & Trust865$220K0.12%013F-HRTimeline
Solstein Capital, LLC853$217K0.09%013F-HRTimeline
Choate Investment Advisors847$215K<0.01%013F-HRTimeline
Independent Solutions Wealth Management…846$215K0.03%-2513F-HRTimeline
Brookwood Investment Group LLC841$214K0.03%-10313F-HRTimeline
Sigma Planning Corp840$213K0.01%-1413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC840$213K<0.01%new13F-HRTimelineGroup
Lynx Investment Advisory838$213K0.1%013F-HRTimeline
Fisher Asset Management, LLC836$212K<0.01%new13F-HRTimeline
L. Roy Papp & Associates, LLP823$209K0.02%-10013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC817$208K0.01%-28413F-HRTimeline
Box Hill Private Wealth LLC810$206K0.2%new13F-HRTimeline
LexAurum Advisors, LLC805$204K0.03%13F-HRTimeline
Americana Partners, LLC800$203K0.01%new13F-HRTimeline
American State Bank (Iowa)799$203K0.1%-62013F-HRTimeline
HUB Investment Partners, LLC797$202K<0.01%new13F-HRTimeline
Trace Wealth Advisors, LLC795$202K0.15%new13F-HRTimeline
PATTEN & PATTEN INC/TN794$202K0.01%new13F-HRTimeline
WT Wealth Management793$201K0.06%new13F-HRTimeline
Bullock Wealth Management Group772$201K0.1%+16513F-HRTimeline
Insight Advisors, LLC/ PA789$200K0.04%new13F-HRTimeline
Caitlin John, LLC695$177K0.11%+20013F-HRTimeline
Tidemark, LLC678$172K0.04%+7813F-HRTimeline
Parallel Advisors, LLC652$166K<0.01%-1313F-HR/ATimeline
PRIVATE TRUST CO NA651$165K0.01%-5813F-HRTimeline
Capital Advisors, Ltd. LLC618$157K0.02%+17513F-HRTimeline
MATHER GROUP, LLC.617$157K<0.01%new13F-HRTimeline
Larson Financial Group LLC615$156K0.01%+2513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV609$155K0.01%-5113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT600$152K<0.01%-10013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.580$147K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Geneos Wealth Management Inc.536$136K<0.01%+20413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…532$135K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC502$128K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC503$128K<0.01%+8013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC500$127K0.13%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…500$127K0.01%new13F-HRTimelineGroup
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.480$122K0.03%013F-HRTimelineGroup
Biltmore Family Office, LLC440$112K0.02%013F-HRTimeline
NFSG Corp434$110K0.02%-19313F-HRTimeline
Smithfield Trust Co425$108K<0.01%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE400$102K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…374$95K<0.01%013F-HR/ATimelineGroup
Sunbelt Securities, Inc.360$91.5K0.01%+28513F-HRTimeline
AlphaCore Capital LLC330$83.8K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc329$83.5K0.03%+4113F-HRTimeline
FAS Wealth Partners, Inc.326$82.7K0.01%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…319$81K0.01%new13F-HRTimeline
EFG International AGin group EFG International AG300$76.1K<0.01%new13F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC282$71K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…272$69.1K<0.01%+23513F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.272$69.1K0.02%+27013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO270$68.6K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC268$68.1K0.03%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP260$66K0.01%new13F-HRTimeline
Roxbury Financial LLC256$64.9K0.06%-3913F-HRTimeline
Smartleaf Asset Management LLC264$64K<0.01%+14613F-HRTimeline
CVA Family Office, LLC250$63.5K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC247$62.7K<0.01%+313F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…244$62K0.03%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.241$61.2K0.03%+13713F-HRTimeline
Meramec Financial Planners, LLC198$54.7K0.02%013F-HRTimeline
Darwin Wealth Management, LLC206$52.3K0.02%-813F-HRTimeline
Key Financial Inc206$52.3K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.202$51.4K0.02%013F-HRTimeline
Center for Financial Planning, Inc.191$48.5K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…188$47.7K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC186$47.2K0.01%new13F-HR/ATimeline
TD Capital Management LLC181$45.9K<0.01%013F-HRTimeline
HM PAYSON & CO175$44.4K<0.01%013F-HRTimeline
Westside Investment Management, Inc.175$44.4K0.01%013F-HRTimeline
Benson Wealth Management INC163$41.4K0.06%new13F-HRTimeline
Milestone Investment Advisors LLC136$34.5K0.01%013F-HRTimeline
Atomic Invest LLC141$34.2K0.02%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC128$32.5K0.01%-3313F-HRTimeline
Strive Financial Group ,LLC125$32K0.02%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…123$31.3K<0.01%-3413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA119$30.2K<0.01%new13F-HRTimelineGroup
Opal Wealth Advisors, LLC116$29.5K0.01%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC110$27.9K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.108$27.4K0.02%+113F-HRTimeline
Golden State Wealth Management, LLC106$26.9K<0.01%-2013F-HRTimeline
Financial Freedom, LLC105$26.8K0.01%013F-HRTimeline
AdvisorNet Financial, Inc102$26K<0.01%-8113F-HRTimeline
True Wealth Design, LLC102$25.9K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.101$25.6K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC100$25.4K<0.01%013F-HRTimeline
Manchester Capital Management LLC100$25.4K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC100$25.4K<0.01%013F-HRTimeline
Stone House Investment Management, LLC100$25.4K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC100$25.4K<0.01%new13F-HRTimeline
Hilltop National Bank100$25.4K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC92$23.3K0.02%+6613F-HRTimeline
Plante Moran Financial Advisors, LLC88$22.4K<0.01%013F-HRTimeline
NOVEM GROUP80$20.4K<0.01%new13F-HRTimeline
Investors Research Corp80$20.3K<0.01%013F-HRTimeline
Burk Holdings LLC79$20.1K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.75$19K<0.01%013F-HRTimeline
Field & Main Bank75$19K0.01%013F-HRTimeline
KM Capital Management Ltd.70$18.9K0.01%new13F-HRTimeline
NVWM, LLC70$17.8K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC69$17.6K<0.01%-5013F-HRTimeline
Main Street Group, LTD69$17.5K0.01%new13F-HRTimeline
REAP Financial Group, LLC51$12.9K<0.01%+2413F-HRTimeline
GILL CAPITAL PARTNERS, LLC50$12.7K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC50$12.7K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO45$11.4K<0.01%new13F-HRTimeline
WPG Advisers, LLC45$11.4K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.44$11.2K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.44$11.2K0.01%013F-HRTimeline
CENTRAL TRUST Co43$10.9K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…39$9.9K<0.01%+1913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV38$9K<0.01%+1813F-HR/ATimeline
CNB Bank35$8.89K<0.01%new13F-HRTimeline
UMB Bank, n.a.30$7.62K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Truvestments Capital LLC27$6.86K<0.01%013F-HRTimeline
Financial Perspectives, Inc26$6.6K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.23$5.84K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC22$5.59K<0.01%new13F-HRTimeline
Realta Investment Advisors22$5.59K<0.01%013F-HRTimeline
Financially Speaking Inc20$5.08K0.02%new13F-HRTimeline
Strategic Advocates LLC19$4.83K0.02%+213F-HRTimeline
Abound Wealth Management18$4.57K<0.01%013F-HRTimeline
Go Invest LLC17$4.41K<0.01%+313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp17$4.32K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC16$4.08K<0.01%+613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…16$3.97K<0.01%013F-HRTimeline
North Star Investment Management Corp.15$3.84K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division13$3.3K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC12$3.05K<0.01%013F-HRTimeline
Key Capital Management, INC11$2.79K<0.01%new13F-HRTimeline
Rossby Financial, LCC10$2.63K<0.01%new13F-HRTimeline
Triumph Capital Management10$2.54K<0.01%-513F-HRTimeline
Vision Retirement, LLC9$2.29K<0.01%new13F-HRTimeline
Aventus Investment Advisors, Inc.9$2.29K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC8$2.03K<0.01%new13F-HRTimeline
Essential Partners LLC5$1.27K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC5$1.27K<0.01%new13F-HRTimeline
PFS Partners, LLC4$1.02K<0.01%013F-HRTimeline
Pacific Center for Financial Services4$1.02K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC2$519<0.01%013F-HRTimeline
Westend Capital Management, LLC2$508<0.01%new13F-HRTimeline
WealthShield Partners, LLC2$508<0.01%-213F-HRTimeline
Sage Mountain Advisors LLC2$508<0.01%013F-HRTimeline
ALERUS FINANCIAL NA1$254<0.01%new13F-HRTimeline
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline