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Disclosery

XAR SPDR SERIES TRUST

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SHS (fund)

369 managers (373 13F filers) reported a position in XAR shares at 2025-03-31, 7,269,205 shares in all. 39 filers opened a position and 33 filers sold out during the quarter.

Managers
369
13F filers
373
New
39
Added
131
Reduced
96
Sold out
33
Shares held by filers
7,269,205

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC1,202,709$193M0.08%+12,04513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/814,594$131M0.01%+3,67513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY746,124$120M0.01%-11,97013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN249,181$40M0.01%+10,23213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding235,395$37.8M+165,200Timeline
UBS Group AGin group UBS Group AG208,908$33.6M0.01%+2,81013F-HRTimelineGroup
Howard Capital Management Group, LLC187,371$30.1M2.34%+1,03813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,110$27M0.01%+34,72213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC157,397$25.3M<0.01%-79213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC150,743$24.2M0.03%+16,70613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…133,766$21.5M0.01%-14,80913F-HRTimelineGroup
Cetera Investment Advisers123,963$19.9M0.04%+39,61813F-HRTimeline
CUMBERLAND ADVISORS INC111,149$17.9M8.1%-33,23013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…108,162$17.4M0.78%+40913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,917$17.2M0.04%-7,49813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA105,773$17M<0.01%+14,71713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC98,336$15.8M<0.01%+33,43113F-HRTimelineGroup
Cambridge Investment Research Advisors,…92,239$14.8M0.05%+8,04913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS91,106$14.6M0.01%+25,01013F-HRTimelineGroup
Enclave Advisors LLC85,638$13.8M2.35%+11,25413F-HRTimeline
Kingsview Wealth Management, LLC77,496$12.5M0.23%+1,32013F-HRTimeline
MML INVESTORS SERVICES, LLC61,316$9.85M0.03%+45,96013F-HRTimeline
Buska Wealth Management, LLC58,268$9.36M2.93%-4,06613F-HRTimeline
Thrive Capital Management, LLC139,337$8.57M5.12%new13F-HRTimeline
CoreCap Advisors, LLC52,106$8.37M0.37%+6,57313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,372$8.1M0.01%+8513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth46,414$7.46M0.02%-43,81013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO43,194$6.94M<0.01%+15,06513F-HRTimelineGroup
Obsidian Personal Planning Solutions LLC40,511$6.93M3.09%+4,17013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC39,361$6.33M0.04%+58113F-HRTimelineGroup
BOURGEON CAPITAL MANAGEMENT LLC37,953$6.1M1.31%-29513F-HRTimeline
FLC Capital Advisors36,713$5.9M1.32%+33513F-HRTimeline
WESPAC Advisors SoCal, LLC35,475$5.7M1.48%+2,89113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…32,573$5.23M<0.01%+10,10113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP28,805$4.63M0.01%-96113F-HRTimelineGroup
Atria Wealth Solutions, Inc.25,477$4.09M0.05%+4,01413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,552$3.95M0.01%-98813F-HRTimelineGroup
Creative Planningin group Creative Planning22,357$3.59M<0.01%+1,12613F-HRTimelineGroup
Private Advisor Group, LLC21,649$3.48M0.02%-21213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding20,880$3.36M+859Timeline
Advisor Resource Council20,469$3.29M0.27%new13F-HRTimeline
SFI Advisors, LLC20,076$3.23M2.38%-40713F-HRTimeline
IHT Wealth Management, LLC19,639$3.16M0.1%-59013F-HRTimeline
Mariner, LLCin group Mariner, LLC19,127$3.07M0.01%+75113F-HRTimelineGroup
Pacific Sun Financial Corp18,569$2.98M1.7%-13513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,380$2.95M0.01%+1,66713F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,231$2.93M0.01%+7,64613F-HRTimelineGroup
Perigon Wealth Management, LLC17,942$2.88M0.07%+11113F-HRTimeline
PINNACLE ASSOCIATES LTD17,357$2.79M0.04%-7513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,970$2.73M<0.01%-1,41713F-HRTimelineGroup
HighTower Advisors, LLC16,800$2.7M<0.01%+2,47513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,410$2.66M<0.01%+4,47513F-HR/ATimelineGroup
SeaCrest Wealth Management, LLC16,234$2.61M0.3%+13813F-HRTimeline
Wealthfront Advisers LLC15,809$2.54M0.01%-7413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,261$2.45M0.04%+1713F-HRTimelineGroup
D.A. DAVIDSON & CO.15,048$2.42M0.02%+5113F-HRTimeline
NovaPoint Capital, LLC15,034$2.42M0.74%-1,56213F-HRTimeline
American Financial Advisors, LLC14,772$2.37M0.34%-19313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,682$2.36M0.07%+14,67713F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM14,058$2.26M0.33%-41213F-HRTimelineGroup
Cavalier Investments, LLC13,804$2.22M0.75%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD13,724$2.21M0.04%-4,09513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,630$2.19M0.02%+86113F-HRTimelineGroup
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…12,500$2.01M0.39%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,449$2M0.03%-6,52513F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd12,410$1.99M0.17%+11,25013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding11,558$1.88M+1,944Timeline
Waverly Advisors, LLC11,201$1.8M0.02%-913F-HRTimeline
Integrated Wealth Concepts LLC10,732$1.72M0.02%+1,87713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,689$1.72M0.05%+28813F-HRTimelineGroup
Trivium Point Advisory, LLC10,457$1.68M0.21%-28813F-HRTimeline
Retirement Planning Group, LLC10,440$1.68M0.08%-2,23213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,863$1.64M0.04%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,049$1.61M<0.01%-13413F-HRTimeline
Clarus Wealth Advisors9,952$1.61M0.86%-1,49013F-HRTimeline
World Investment Advisors10,033$1.61M0.04%+10413F-HRTimeline
Empowered Funds, LLC9,846$1.58M0.02%new13F-HRTimeline
Anson Capital, Inc.9,838$1.58M1.36%-913F-HRTimeline
J.W. COLE ADVISORS, INC.9,545$1.53M0.05%+5,84013F-HRTimeline
MGB Wealth Management, LLC9,521$1.53M0.55%013F-HRTimeline
Summit Financial, LLC9,102$1.46M0.04%+1,02313F-HRTimeline
Prime Capital Investment Advisors, LLC8,657$1.39M0.02%+5,99913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …8,632$1.39M0.02%-12,50613F-HRTimelineGroup
Ausdal Financial Partners, Inc.8,561$1.38M0.1%new13F-HRTimeline
Orion Porfolio Solutions, LLC8,295$1.33M0.01%-54313F-HRTimeline
Orion Portfolio Solutions, LLC8,295$1.33M0.01%-54313F-HR/ATimeline
NewEdge Advisors, LLC8,257$1.33M0.01%+6713F-HRTimeline
B. Riley Wealth Advisors, Inc.8,162$1.31M0.04%+5613F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP8,155$1.31M0.71%new13F-HRTimeline
Janney Montgomery Scott LLC8,101$1.3M<0.01%+1,01813F-HRTimeline
Maridea Wealth Management LLC8,077$1.3M0.42%+3,94113F-HRTimeline
OMERS ADMINISTRATION Corp7,700$1.23M0.01%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding7,593$1.22M+5,068Timeline
IFP Advisors, Inc7,494$1.2M0.04%+66313F-HRTimeline
Keystone Global Partners, LLC7,304$1.17M0.82%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,863$1.1M<0.01%-4,94613F-HRTimelineGroup
MADDEN SECURITIES Corp6,605$1.06M0.41%new13F-HRTimeline
Meixler Investment Management, Ltd.6,524$1.05M0.73%-49113F-HRTimeline
FMR LLCin group FMR LLC6,438$1.03M<0.01%+1,59513F-HRTimelineGroup
WBH ADVISORY INC6,332$1.02M0.09%+1,79013F-HRTimeline
Federation des caisses Desjardins du Qu…6,264$1.01M<0.01%+35013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,141$987K0.02%-61913F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC6,137$986K0.56%-8113F-HRTimeline
Evercore Wealth Management, LLC6,123$984K0.02%013F-HRTimeline
WJ Wealth Management, LLC6,100$980K0.35%013F-HRTimeline
Sequoia Financial Advisors, LLC5,836$938K0.01%+4,34213F-HRTimeline
OLD NATIONAL BANCORP /IN/5,802$932K0.02%new13F-HRTimeline
Rappaport Reiches Capital Management, L…5,766$927K0.23%+613F-HRTimeline
RoundAngle Advisors LLC5,682$913K0.84%+21513F-HRTimeline
Freedom Investment Management, Inc.5,667$911K0.08%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,554$892K0.18%+5513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,485$881K0.23%-68313F-HRTimelineGroup
Spinnaker Investment Group, LLC5,211$837K0.19%+28913F-HRTimeline
Cyndeo Wealth Partners, LLC5,181$833K0.05%-8313F-HRTimeline
NorthCoast Asset Management LLC5,181$832K<0.01%-313F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,013$806K0.01%013F-HRTimelineGroup
Merit Financial Group, LLC4,761$765K0.01%-49413F-HRTimeline
FFG Partners, LLC4,734$761K0.31%-76613F-HRTimeline
Red Tortoise LLC4,586$737K0.38%+513F-HRTimeline
CENTAURUS FINANCIAL, INC.4,583$736K0.04%-16,42913F-HRTimeline
Baker Ellis Asset Management LLC4,480$720K0.1%013F-HRTimeline
Curi Capital, LLC4,474$719K0.02%-1,44513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,400$707K<0.01%-97,60013F-HRTimelineGroup
IFG Advisory, LLC4,277$687K0.04%+29513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,233$680K<0.01%+1,93413F-HRTimelineGroup
LANARK FINANCIAL, INC.4,055$651K0.06%+4,05213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,987$641K0.05%+11913F-HRTimeline
Balboa Wealth Partners3,929$631K0.15%+5013F-HRTimeline
First Horizon Advisors, Inc.3,908$628K0.02%013F-HRTimeline
BLB&B Advisors, LLC3,873$622K0.03%+89913F-HRTimeline
GWN SECURITIES INC.3,496$619K0.03%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC3,813$613K0.02%+56313F-HRTimeline
Founders Financial Alliance, LLC3,810$612K0.15%+71613F-HRTimeline
Fortis Advisors, LLC3,806$612K0.4%+113F-HRTimeline
Snowden Capital Advisors LLC3,780$607K0.02%+33013F-HRTimeline
Mutual Advisors, LLC3,546$602K0.02%-10813F-HRTimeline
AVALON CAPITAL MANAGEMENT3,721$598K0.17%013F-HRTimeline
Capital Investment Advisory Services, L…3,720$598K0.05%+84413F-HRTimeline
Cornerstone Wealth Management, LLC3,618$581K0.04%+1,24113F-HRTimeline
Steward Partners Investment Advisory, L…3,616$581K0.01%+49813F-HRTimeline
&PARTNERS3,551$575K0.01%+52913F-HRTimeline
Jaffetilchin Investment Partners, LLC3,530$567K0.04%+17713F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,519$565K0.15%-11,21813F-HRTimelineGroup
Formidable Asset Management, LLC3,500$562K0.09%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,424$550K0.02%-1,74513F-HRTimelineGroup
PLANNING DIRECTIONS INC3,330$535K0.23%-2313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,237$520K<0.01%-29413F-HRTimelineGroup
Focus Financial Network, Inc.3,158$507K0.02%+72413F-HRTimeline
Nova Wealth Management, Inc.3,148$506K0.44%-10613F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC3,147$506K0.02%-5613F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,115$501K0.02%+1,77513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,045$489K<0.01%+713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.3,036$488K<0.01%+5513F-HRTimeline
CWM, LLCin group CWM, LLC3,025$486K<0.01%+1,42713F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC3,000$482K0.02%013F-HRTimeline
Sowell Financial Services LLC2,986$480K0.02%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,971$477K<0.01%-15513F-HRTimelineGroup
Provenance Wealth Advisors, LLC2,928$470K0.07%new13F-HRTimeline
Meridian Wealth Management, LLC2,920$469K0.02%-10013F-HRTimeline
GUERRA PAN ADVISORS, LLC2,869$461K0.36%013F-HRTimeline
Kovack Advisors, Inc.2,863$460K0.05%+2613F-HRTimeline
Sterling Investment Advisors, Ltd.2,840$456K0.11%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,838$456K0.01%+24613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,830$455K0.02%+3813F-HRTimelineGroup
Advisory Services Network, LLC2,828$454K0.01%+25513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,826$454K<0.01%+213F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.2,699$434K0.03%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,697$433K<0.01%+10113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,682$431K0.04%new13F-HRTimeline
Glen Eagle Advisors, LLC2,663$428K0.07%+12513F-HRTimeline
WealthBridge Capital Management, LLC2,660$427K0.12%+51513F-HRTimeline
Clearstead Advisors, LLC2,640$424K0.01%+813F-HRTimeline
Missouri Trust & Investment Co2,570$413K0.14%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,553$410K0.01%-50013F-HRTimeline
Q3 Asset Management2,553$410K0.28%new13F-HRTimeline
Sanctuary Advisors, LLC2,542$408K<0.01%+12713F-HRTimeline
Evolution Wealth Advisors, LLC2,485$399K0.07%+60013F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,473$397K0.01%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,368$381K0.01%+68013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,365$380K0.05%-4413F-HRTimeline
Powell Investment Advisors, LLC2,360$379K0.19%013F-HRTimeline
Western Wealth Management, LLC2,355$378K0.03%+7013F-HRTimeline
Global Assets Advisory, LLC2,400$377K0.07%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,330$374K0.02%-16013F-HRTimelineGroup
New England Private Wealth Advisors LLC2,290$368K0.06%013F-HRTimeline
Moloney Securities Asset Management, LLC2,284$367K0.05%+11113F-HRTimeline
Creekmur Asset Management LLC2,240$360K0.08%013F-HRTimeline
WULFF, HANSEN & CO.2,273$348K0.32%013F-HRTimeline
Armbruster Capital Management, Inc.2,160$347K0.07%013F-HRTimeline
GeoWealth Management, LLC2,151$346K0.01%+2,09613F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.2,115$340K0.21%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,114$340K0.02%-46613F-HR/ATimelineGroup
Mayflower Financial Advisors, LLC2,105$338K0.05%013F-HRTimeline
Farther Finance Advisors, LLC2,086$338K0.01%+1,68613F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,100$338K0.02%+213F-HRTimeline
SOA Wealth Advisors, LLC.2,085$335K0.07%+213F-HRTimeline
Clear Creek Financial Management, LLC2,077$334K0.03%-57813F-HRTimeline
MAI Capital Management2,053$330K<0.01%-22213F-HRTimeline
Prairie Wealth Advisors, Inc.2,020$325K0.16%+1013F-HRTimeline
Crews Bank & Trust2,002$322K0.05%+6513F-HRTimeline