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Disclosery

XAR SPDR SERIES TRUST

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SHS (fund)

369 managers (372 13F filers) reported a position in XAR shares at 2024-12-31, 6,960,963 shares in all. 30 filers opened a position and 24 filers sold out during the quarter.

Managers
369
13F filers
372
New
30
Added
144
Reduced
87
Sold out
24
Shares held by filers
6,960,963

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC1,190,664$197M0.08%+157,74213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/810,919$134M0.01%+42,02113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY758,094$126M0.01%+34,07413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN238,949$39.6M0.01%+89,75113F-HRTimelineGroup
UBS Group AGin group UBS Group AG206,098$34.2M0.01%+24,43013F-HRTimelineGroup
Howard Capital Management Group, LLC186,333$30.9M2.11%+6,86113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC158,189$26.2M0.01%+59,36113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…148,575$24.6M0.02%+6,12113F-HRTimelineGroup
CUMBERLAND ADVISORS INC144,379$23.9M9.55%-6,48513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC134,037$22.2M0.03%+5,91713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC133,388$22.1M0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.114,415$19M0.04%+4,83213F-HR/ATimelineGroup
Gerber Kawasaki Wealth & Investment Man…107,753$17.9M0.78%+6,30013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding102,000$16.9M+77,600Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA91,056$15.1M<0.01%-45,39213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth90,224$15M0.04%+88,57013F-HR/ATimelineGroup
Cetera Investment Advisers84,345$14M0.03%+24,40813F-HRTimeline
Cambridge Investment Research Advisors,…84,190$14M0.05%+5,52913F-HRTimeline
Kingsview Wealth Management, LLC76,176$12.6M0.25%+25,81213F-HRTimeline
Enclave Advisors LLC74,384$12.3M2.03%+12,78613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding70,195$11.6M-8,007Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS66,096$11M0.01%+52,10013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC64,905$10.8M<0.01%-11,06413F-HRTimelineGroup
Buska Wealth Management, LLC62,334$10.3M3.31%+6,06913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,537$9.87M0.01%+46,53013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,287$8.34M0.01%+10,32313F-HRTimelineGroup
CoreCap Advisors, LLC45,533$7.55M0.34%+1,55513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…36,753$6.58M0.37%+2,37113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC38,780$6.43M0.04%+1,35813F-HRTimelineGroup
Obsidian Personal Planning Solutions LLC36,341$6.38M3.08%+1,55913F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC38,248$6.34M1.18%-30413F-HRTimeline
FLC Capital Advisors36,378$6.03M1.39%+913F-HRTimeline
WESPAC Advisors SoCal, LLC32,584$5.4M1.22%+19,79713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP29,766$4.94M0.01%+42613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,129$4.66M<0.01%-13,79113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,540$4.23M0.01%+10,67213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,472$3.73M<0.01%+66413F-HRTimelineGroup
Private Advisor Group, LLC21,861$3.62M0.02%+2,61713F-HRTimeline
Atria Wealth Solutions, Inc.21,463$3.56M0.04%+1,79913F-HRTimeline
Creative Planningin group Creative Planning21,231$3.52M<0.01%-1,33613F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …21,138$3.51M0.05%-4,06113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.21,012$3.48M0.21%+45013F-HRTimeline
SFI Advisors, LLC20,483$3.4M2.38%-34813F-HRTimeline
IHT Wealth Management, LLC20,229$3.35M0.11%+1,99113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding20,021$3.32M-1,283Timeline
Independent Advisor Alliance18,984$3.15M0.04%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,974$3.15M0.05%+5,23113F-HRTimelineGroup
Pacific Sun Financial Corp18,704$3.1M1.69%+10513F-HRTimeline
Foundations Investment Advisors, LLC18,687$3.1M0.06%-12,16313F-HRTimeline
Perigon Wealth Management, LLC17,831$3.06M0.08%-1,26913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC18,387$3.05M<0.01%+713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC18,376$3.05M0.01%+2,21513F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD17,819$2.95M0.05%-12,22013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD17,432$2.89M0.04%-4413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,713$2.77M<0.01%new13F-HRTimelineGroup
NovaPoint Capital, LLC16,596$2.75M0.84%-32013F-HRTimeline
SeaCrest Wealth Management, LLC16,096$2.67M0.28%-1,03513F-HRTimeline
Wealthfront Advisers LLC15,883$2.63M0.01%+3,29313F-HR/ATimeline
Quadcap Wealth Management, LLC15,432$2.56M0.38%+1,45913F-HRTimeline
MML INVESTORS SERVICES, LLC15,356$2.55M0.01%+1,07013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,244$2.53M0.04%-2,22913F-HRTimelineGroup
D.A. DAVIDSON & CO.14,997$2.49M0.02%+28013F-HRTimeline
American Financial Advisors, LLC14,965$2.48M0.35%+3013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC14,737$2.44M0.61%+6613F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM14,470$2.4M0.39%-95713F-HRTimelineGroup
HighTower Advisors, LLC14,325$2.38M<0.01%-9413F-HRTimeline
Cavalier Investments, LLC13,804$2.29M0.76%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,769$2.12M0.02%+1,68113F-HRTimelineGroup
Retirement Planning Group, LLC12,672$2.1M0.11%-10,31513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,935$1.98M<0.01%+5,10513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,809$1.96M<0.01%-17,37013F-HRTimelineGroup
Clarus Wealth Advisors11,442$1.9M0.95%+4713F-HRTimeline
Waverly Advisors, LLC11,210$1.86M0.03%+2,60213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,823$1.79M<0.01%+8,81713F-HRTimelineGroup
Trivium Point Advisory, LLC10,745$1.78M0.22%-56613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,585$1.76M<0.01%new13F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…10,425$1.74M0.01%-1,40013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,401$1.72M0.04%+24913F-HRTimelineGroup
Financial Advocates Investment Manageme…10,221$1.69M0.1%+4,10413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,183$1.69M<0.01%+57813F-HR/ATimeline
World Investment Advisors9,929$1.65M0.05%+9113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,863$1.64M0.04%+31613F-HRTimelineGroup
Anson Capital, Inc.9,847$1.63M1.42%-1,72113F-HRTimeline
Rockport Wealth LLC9,734$1.61M0.72%+8,20013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,614$1.59M+1,099Timeline
MGB Wealth Management, LLC9,521$1.58M0.49%-5013F-HRTimeline
Schonfeld Strategic Advisors LLC9,025$1.5M0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC8,855$1.47M0.02%+29213F-HRTimeline
Orion Porfolio Solutions, LLC8,838$1.47M0.01%-49613F-HRTimeline
Orion Portfolio Solutions, LLC8,838$1.47M0.01%-49613F-HRTimeline
NewEdge Advisors, LLC8,190$1.36M0.01%-5,19713F-HRTimeline
B. Riley Wealth Advisors, Inc.8,106$1.34M0.04%-38313F-HRTimeline
Summit Financial, LLC8,079$1.34M0.05%+1,01213F-HRTimeline
Janney Montgomery Scott LLC7,083$1.18M<0.01%+3,00713F-HRTimeline
Meixler Investment Management, Ltd.7,015$1.16M0.86%+5413F-HRTimeline
IFP Advisors, Inc6,831$1.13M0.04%+3,46113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,760$1.12M0.03%-1613F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC6,218$1.03M0.46%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,168$1.02M0.25%+50113F-HRTimelineGroup
Evercore Wealth Management, LLC6,123$1.02M0.02%-80013F-HRTimeline
WJ Wealth Management, LLC6,100$1.01M0.35%-90013F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC5,948$986K1.54%+19113F-HRTimeline
Curi Capital, LLC5,919$981K0.02%+2,41413F-HRTimeline
Federation des caisses Desjardins du Qu…5,914$981K<0.01%+2,18513F-HRTimeline
Rappaport Reiches Capital Management, L…5,760$955K0.25%+61913F-HRTimeline
FFG Partners, LLC5,500$912K0.32%-43913F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,499$912K0.18%+25113F-HRTimeline
RoundAngle Advisors LLC5,467$907K0.86%13F-HRTimeline
Cyndeo Wealth Partners, LLC5,264$873K0.06%+32213F-HRTimeline
Merit Financial Group, LLC5,255$871K0.02%new13F-HRTimeline
NorthCoast Asset Management LLC5,184$860K<0.01%+25213F-HR/ATimeline
Worth Asset Management, LLC5,180$859K0.46%-7513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,169$857K0.03%-4913F-HRTimelineGroup
Prospera Financial Services Inc5,032$835K0.02%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,013$831K0.01%+3,62113F-HRTimelineGroup
Spinnaker Investment Group, LLC4,922$816K0.2%+1,61313F-HRTimeline
Global Retirement Partners, LLC4,862$806K0.02%+1,91313F-HRTimeline
FMR LLCin group FMR LLC4,843$803K<0.01%+8913F-HRTimelineGroup
Red Tortoise LLC4,581$760K0.4%+1513F-HRTimeline
WBH ADVISORY INC4,542$753K0.07%-12513F-HRTimeline
Baker Ellis Asset Management LLC4,480$743K0.11%-20013F-HRTimeline
Atlas Financial Advisors, Inc.4,155$689K1.08%+58113F-HRTimeline
Maridea Wealth Management LLC4,136$686K0.22%13F-HRTimeline
IFG Advisory, LLC3,982$660K0.04%new13F-HRTimeline
First Horizon Advisors, Inc.3,908$648K0.02%013F-HRTimeline
Balboa Wealth Partners3,879$643K0.15%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,868$641K0.05%+91713F-HRTimeline
Fortis Advisors, LLC3,805$631K0.41%+1313F-HRTimeline
Mutual Advisors, LLC3,654$628K0.02%+52413F-HRTimeline
AVALON CAPITAL MANAGEMENT3,721$617K0.2%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,705$614K0.02%+65513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,531$586K<0.01%013F-HRTimelineGroup
Formidable Asset Management, LLC3,500$580K0.1%013F-HRTimeline
Snowden Capital Advisors LLC3,450$572K0.02%+46513F-HRTimeline
PLANNING DIRECTIONS INC3,353$556K0.32%-5413F-HRTimeline
Global View Capital Management LLC3,362$556K0.19%13F-HRTimeline
Jaffetilchin Investment Partners, LLC3,353$556K0.04%-5013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,339$554K0.04%new13F-HR/ATimeline
Nova Wealth Management, Inc.3,254$540K0.47%13F-HRTimeline
Ashton Thomas Private Wealth, LLC3,250$539K0.02%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,203$531K0.02%+21613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,126$518K<0.01%-23513F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,118$517K<0.01%+16813F-HRTimeline
Founders Financial Alliance, LLC3,094$513K0.14%+15613F-HRTimeline
&PARTNERS3,022$511K0.01%+30313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,053$506K0.01%-59713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,038$504K<0.01%+90013F-HRTimelineGroup
Meridian Wealth Management, LLC3,020$501K0.02%+10013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,000$497K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AVANTAX ADVISORY SERVICES, INC.2,981$494K<0.01%-4,38813F-HRTimeline
BLB&B Advisors, LLC2,974$493K0.03%+113F-HRTimeline
Capital Investment Advisory Services, L…2,876$477K0.05%-3913F-HRTimeline
GUERRA PAN ADVISORS, LLC2,869$476K0.34%+113F-HRTimeline
Kovack Advisors, Inc.2,837$470K0.05%+1,04013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,824$468K<0.01%+813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,792$463K0.02%+3113F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.2,699$448K0.03%013F-HRTimeline
Prime Capital Investment Advisors, LLC2,658$441K0.01%-113F-HRTimeline
Clear Creek Financial Management, LLC2,655$440K0.05%-1,74913F-HRTimeline
Clearstead Advisors, LLC2,632$436K0.01%+20013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,596$430K<0.01%+14713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,592$430K0.01%-4913F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.2,580$428K0.02%+25513F-HR/ATimelineGroup
Advisory Services Network, LLC2,573$427K0.01%-16313F-HRTimeline
Missouri Trust & Investment Co2,570$426K0.15%013F-HRTimeline
Sanctuary Advisors, LLC2,415$424K<0.01%+29913F-HRTimeline
Glen Eagle Advisors, LLC2,538$421K0.07%+41313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…2,525$419K0.04%-5113F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,490$413K0.02%+30113F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC2,473$410K0.01%013F-HRTimeline
Focus Financial Network, Inc.2,434$404K0.02%+6213F-HRTimeline
Redhawk Wealth Advisors, Inc.2,409$400K0.05%+8213F-HRTimeline
Cornerstone Wealth Management, LLC2,377$394K0.03%+21713F-HRTimeline
Powell Investment Advisors, LLC2,360$391K0.18%+61013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,299$381K<0.01%new13F-HRTimelineGroup
CIBC WORLD MARKET INC.2,300$381K<0.01%+8013F-HRTimeline
New England Private Wealth Advisors LLC2,290$380K0.06%-1713F-HRTimeline
Western Wealth Management, LLC2,285$379K0.02%+47113F-HR/ATimeline
MAI Capital Management2,275$377K<0.01%+27213F-HRTimeline
Creekmur Asset Management LLC2,240$371K0.09%013F-HRTimeline
Moloney Securities Asset Management, LLC2,173$360K0.05%-19113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,164$359K<0.01%-18713F-HRTimelineGroup
Armbruster Capital Management, Inc.2,160$358K0.07%013F-HRTimeline
WealthBridge Capital Management, LLC2,145$356K0.1%+14513F-HRTimeline
Strategic Financial Concepts, LLC2,126$353K0.07%new13F-HR/ATimeline
BRIGHT FINANCIAL ADVISORS, INC.2,115$351K0.22%013F-HRTimeline
Mayflower Financial Advisors, LLC2,105$349K0.05%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,098$348K0.02%-6813F-HR/ATimeline
SOA Wealth Advisors, LLC.2,083$345K0.06%+713F-HR/ATimeline
Prairie Wealth Advisors, Inc.2,010$333K0.16%+3013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,000$332K<0.01%-213F-HRTimelineGroup
Sage Capital Advisors,llc2,000$332K0.09%013F-HRTimeline
WULFF, HANSEN & CO.2,273$330K0.31%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,992$330K0.02%+22113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,983$329K<0.01%013F-HRTimelineGroup
COMERICA BANK1,975$327K<0.01%-22813F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\1,973$327K<0.01%+28513F-HRTimelineGroup
Crews Bank & Trust1,937$321K0.05%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,909$317K0.04%+6413F-HRTimeline
Obermeyer Wealth Partners1,885$313K0.02%013F-HRTimeline