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Disclosery

XAR SPDR SERIES TRUST

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SHS (fund)

410 managers (414 13F filers) reported a position in XAR shares at 2025-06-30, 7,607,254 shares in all. 63 filers opened a position and 25 filers sold out during the quarter.

Managers
410
13F filers
414
New
63
Added
122
Reduced
128
Sold out
25
Shares held by filers
7,607,254

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC1,136,777$240M0.08%-65,93213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/766,154$162M0.01%-48,44013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY723,866$153M0.01%-22,25813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN320,969$67.7M0.01%+71,78813F-HRTimelineGroup
UBS Group AGin group UBS Group AG220,005$46.4M0.01%+11,09713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC194,416$41M0.01%+26,30613F-HRTimelineGroup
Howard Capital Management Group, LLC188,672$39.8M2.77%+1,30113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding174,911$36.9M-60,484Timeline
AFFINITY WEALTH MANAGEMENT LLC160,932$33.9M5.42%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC133,894$28.2M0.04%-16,84913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,391$27.3M0.05%+22,47413F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…125,170$26.4M0.02%-8,59613F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…117,729$24.8M0.96%+9,56713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC112,705$23.8M0.01%+14,36913F-HRTimelineGroup
Marks Wealth, LLC112,426$23.7M7.69%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC112,273$23.7M<0.01%-45,12413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA107,422$22.7M<0.01%+1,64913F-HR/ATimelineGroup
Enclave Advisors LLC107,397$22.7M3.66%+21,75913F-HRTimeline
Cetera Investment Advisers101,721$21.5M0.04%-22,24213F-HRTimeline
Cambridge Investment Research Advisors,…88,422$18.7M0.06%-3,81713F-HRTimeline
CUMBERLAND ADVISORS INC80,694$17M7.16%-30,45513F-HRTimeline
Stonebridge Financial Group, LLC68,316$14.4M1.4%+67,95613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO64,513$13.6M<0.01%+21,31913F-HRTimelineGroup
Kingsview Wealth Management, LLC62,720$13.2M0.22%-14,77613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,689$12.8M0.01%+10,31713F-HRTimelineGroup
CoreCap Advisors, LLC57,328$12.1M0.49%+5,22213F-HRTimeline
WESPAC Advisors SoCal, LLC50,603$10.7M2.38%+15,12813F-HRTimeline
MML INVESTORS SERVICES, LLC48,946$10.3M0.03%-12,37013F-HRTimeline
SMI Advisory Services, LLC45,380$9.87M1.91%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding46,482$9.81M+68Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …46,059$9.71M0.12%+37,42713F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS44,660$9.42M0.01%-46,44613F-HRTimelineGroup
EWG Elevate Inc.43,784$9.24M2.85%new13F-HRTimeline
Buska Wealth Management, LLC41,697$8.8M2.4%-16,57113F-HRTimeline
Obsidian Personal Planning Solutions LLC41,471$8.75M3.54%+96013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC40,249$8.49M0.04%+88813F-HRTimelineGroup
BOURGEON CAPITAL MANAGEMENT LLC37,788$7.97M1.57%-16513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD37,503$7.91M0.11%+23,77913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding36,617$7.72M+15,737Timeline
FLC Capital Advisors36,248$7.65M1.58%-46513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35,316$7.45M0.01%+2,74313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,297$6.54M0.01%+21,24813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,684$5.63M0.01%-2,12113F-HR/ATimelineGroup
Private Advisor Group, LLC25,941$5.47M0.03%+4,29213F-HRTimeline
Janney Montgomery Scott LLC25,885$5.46M0.01%+17,78413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,230$5.32M0.01%+67813F-HRTimelineGroup
VIEWPOINT INVESTMENT PARTNERS CORP24,313$5.13M2.81%+16,15813F-HRTimeline
IHT Wealth Management, LLC24,027$5.07M0.14%+4,38813F-HRTimeline
Prostatis Group LLC23,056$4.86M1.39%new13F-HRTimeline
Wealthfront Advisers LLC22,931$4.84M0.01%+7,12213F-HRTimeline
Creative Planningin group Creative Planning21,618$4.56M<0.01%-73913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC21,394$4.51M0.01%+2,26713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,472$4.51M<0.01%+5,06213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,730$4.37M0.01%+18,89513F-HRTimelineGroup
SFI Advisors, LLC18,734$3.95M2.73%-1,34213F-HRTimeline
Pacific Sun Financial Corp18,151$3.83M2%-41813F-HRTimeline
HighTower Advisors, LLC17,876$3.77M<0.01%+1,07613F-HRTimeline
Atria Wealth Solutions, Inc.17,091$3.6M0.08%-8,38613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd17,000$3.58M0.25%+4,59013F-HRTimelineGroup
NewEdge Advisors, LLC16,757$3.53M0.02%+8,50013F-HRTimeline
PINNACLE ASSOCIATES LTD16,617$3.51M0.05%-74013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,509$3.48M<0.01%-46113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,229$3.42M0.01%-2,00213F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,481$3.27M0.04%+22013F-HRTimelineGroup
NovaPoint Capital, LLC15,341$3.24M0.99%+30713F-HRTimeline
D.A. DAVIDSON & CO.15,111$3.19M0.02%+6313F-HRTimeline
SeaCrest Wealth Management, LLC15,107$3.19M0.35%-1,12713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,018$3.17M0.06%+5,15513F-HRTimelineGroup
Perigon Wealth Management, LLC14,962$3.16M0.07%-2,98013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,931$3.15M0.03%+1,30113F-HRTimelineGroup
Keystone Global Partners, LLC14,683$3.1M1.69%+7,37913F-HRTimeline
American Financial Advisors, LLC14,258$3.01M0.42%-51413F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM13,864$2.92M0.4%-19413F-HRTimelineGroup
Cavalier Investments, LLC13,804$2.91M0.88%013F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…12,500$2.64M0.48%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.12,452$2.63M0.15%+7,86913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,212$2.58M0.03%-23713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,794$2.49M<0.01%+7,56113F-HRTimelineGroup
Waverly Advisors, LLC11,359$2.4M0.03%+15813F-HRTimeline
Integrated Wealth Concepts LLC11,350$2.39M0.02%+61813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,339$2.39M-219Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,039$2.33M0.05%+35013F-HRTimelineGroup
Trivium Point Advisory, LLC10,407$2.2M0.24%-5013F-HRTimeline
Anson Capital, Inc.10,270$2.17M1.75%+43213F-HRTimeline
Empowered Funds, LLC10,056$2.12M0.02%+21013F-HRTimeline
World Investment Advisors9,736$2.05M0.05%-29713F-HRTimeline
MADDEN SECURITIES Corp9,605$2.03M0.68%+3,00013F-HRTimeline
Retirement Planning Group, LLC9,573$2.02M0.09%-86713F-HRTimeline
Clarus Wealth Advisors9,586$2M0.92%-36613F-HRTimeline
MGB Wealth Management, LLC9,399$1.98M0.65%-12213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,057$1.91M0.02%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.8,745$1.84M0.04%-80013F-HRTimeline
Maridea Wealth Management LLC8,661$1.83M0.48%+58413F-HRTimeline
B. Riley Wealth Advisors, Inc.8,594$1.81M0.09%+43213F-HRTimeline
Summit Financial, LLC7,550$1.59M0.04%-1,55213F-HRTimeline
Orion Porfolio Solutions, LLC7,098$1.5M0.01%-1,19713F-HR/ATimeline
IFP Advisors, Inc7,054$1.49M0.04%-44013F-HRTimeline
FMR LLCin group FMR LLC6,914$1.46M<0.01%+47613F-HRTimelineGroup
HBW ADVISORY SERVICES LLC6,795$1.43M0.18%+5,65813F-HRTimeline
Snowden Capital Advisors LLC6,790$1.43M0.04%+3,01013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,468$1.36M<0.01%-39513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,193$1.31M0.03%+5213F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC6,138$1.29M0.65%+113F-HRTimeline
Evercore Wealth Management, LLC6,123$1.29M0.02%013F-HRTimeline
Ausdal Financial Partners, Inc.6,119$1.29M0.09%-2,44213F-HRTimeline
WJ Wealth Management, LLC6,100$1.29M0.41%013F-HRTimeline
Advyzon Investment Management, LLC6,087$1.28M0.28%new13F-HRTimeline
Federation des caisses Desjardins du Qu…5,936$1.25M0.01%-32813F-HRTimeline
Curi Capital, LLC5,876$1.24M0.02%+1,40213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,862$1.24M0.34%+37713F-HRTimelineGroup
RoundAngle Advisors LLC5,795$1.22M1.02%+11313F-HRTimeline
OLD NATIONAL BANCORP /IN/5,791$1.22M0.02%-1113F-HRTimeline
Sequoia Financial Advisors, LLC5,737$1.21M0.01%-9913F-HRTimeline
Moors & Cabot, Inc.5,727$1.21M0.06%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,631$1.19M0.22%+7713F-HRTimeline
Meixler Investment Management, Ltd.5,630$1.19M0.82%-89413F-HRTimeline
Spinnaker Investment Group, LLC5,532$1.17M0.27%+32113F-HRTimeline
NorthCoast Asset Management LLC5,307$1.12M<0.01%+12613F-HRTimeline
IFG Advisory, LLC5,258$1.11M0.06%+98113F-HRTimeline
Worth Asset Management, LLC5,252$1.11M0.55%new13F-HRTimeline
Capital Investment Advisory Services, L…5,227$1.1M0.09%+1,50713F-HRTimeline
Cyndeo Wealth Partners, LLC5,142$1.08M0.06%-3913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,013$1.06M0.01%013F-HRTimelineGroup
WBH ADVISORY INC4,783$1.01M0.09%-1,54913F-HRTimeline
Q3 Asset Management4,729$999K0.35%+2,17613F-HRTimeline
FFG Partners, LLC4,679$987K0.33%-5513F-HRTimeline
Sanctuary Advisors, LLC4,610$972K0.01%+2,06813F-HRTimeline
Red Tortoise LLC4,589$968K0.47%+313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,542$958K0.08%+1,86013F-HRTimeline
CWM, LLCin group CWM, LLC4,483$946K<0.01%+1,45813F-HRTimelineGroup
Baker Ellis Asset Management LLC4,480$945K0.13%013F-HRTimeline
Provenance Wealth Advisors, LLC4,453$939K0.13%+1,52513F-HRTimeline
Global Retirement Partners, LLC4,410$930K0.02%13F-HRTimeline
LANARK FINANCIAL, INC.4,406$929K0.08%+35113F-HRTimeline
Mutual Advisors, LLC4,124$909K0.02%+57813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,301$907K0.06%+31413F-HRTimeline
Cornerstone Wealth Management, LLC4,163$878K0.05%+54513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,074$859K0.02%+92713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,058$856K<0.01%new13F-HR/ATimelineGroup
Balboa Wealth Partners3,929$829K0.17%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,830$808K-3,763Timeline
Founders Financial Alliance, LLC3,801$802K0.18%-913F-HRTimeline
BLB&B Advisors, LLC3,773$796K0.04%-10013F-HRTimeline
Fortis Advisors, LLC3,748$791K0.51%-5813F-HRTimeline
AVALON CAPITAL MANAGEMENT3,721$785K0.21%013F-HRTimeline
Freedom Investment Management, Inc.3,657$772K0.06%-2,01013F-HRTimeline
Advisory Services Network, LLC3,531$765K0.01%+70313F-HRTimeline
Jaffetilchin Investment Partners, LLC3,520$742K0.05%-1013F-HRTimeline
&PARTNERS3,505$739K0.01%-4613F-HRTimeline
First Horizon Advisors, Inc.3,325$701K0.02%-58313F-HRTimeline
Meridian Wealth Management, LLC3,270$690K0.03%+35013F-HRTimeline
Sterling Investment Advisors, Ltd.3,240$683K0.15%+40013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,172$669K<0.01%+47513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,146$664K<0.01%+11013F-HRTimeline
PLANNING DIRECTIONS INC3,145$664K0.37%-18513F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,126$659K0.02%+1113F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,080$650K0.17%-43913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,045$642K<0.01%013F-HRTimelineGroup
Global View Capital Management LLC3,006$634K0.2%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,000$633K0.02%013F-HR/ATimeline
Sowell Financial Services LLC2,970$626K0.03%-1613F-HRTimeline
Merit Financial Group, LLC2,966$626K0.01%-1,79513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,903$612K<0.01%+7713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,901$612K0.02%-52313F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC2,869$605K0.4%013F-HRTimeline
Prime Capital Investment Advisors, LLC2,821$595K0.01%-5,83613F-HRTimeline
OMERS ADMINISTRATION Corp2,800$590K<0.01%-4,90013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC2,791$589K0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,786$588K0.02%-4413F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.2,699$569K0.03%013F-HRTimeline
Formidable Asset Management, LLC3,500$562K0.09%013F-HRTimeline
WealthBridge Capital Management, LLC2,660$561K0.14%013F-HRTimeline
Glen Eagle Advisors, LLC2,653$560K0.09%-1013F-HRTimeline
Focus Financial Network, Inc.2,577$544K0.02%-58113F-HRTimeline
Missouri Trust & Investment Co2,570$542K0.18%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,553$539K0.01%013F-HRTimeline
October Effect Ltd2,549$538K0.65%13F-HRTimeline
Western Wealth Management, LLC2,525$533K0.03%+17013F-HRTimeline
Clearstead Advisors, LLC2,505$528K0.01%-13513F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.2,500$527K0.15%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,491$525K<0.01%-74613F-HRTimelineGroup
Evolution Wealth Advisors, LLC2,485$524K0.08%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,473$522K0.02%013F-HRTimeline
Nova Wealth Management, Inc.2,472$521K0.38%-67613F-HRTimeline
Accurate Wealth Management, LLC2,465$517K0.08%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,420$511K<0.01%-1,19613F-HRTimeline
Fiduciary Alliance LLC2,420$510K0.04%new13F-HRTimeline
New England Private Wealth Advisors LLC2,290$501K0.07%013F-HRTimeline
Somerset Trust Co2,361$498K0.16%+1,00313F-HRTimeline
Powell Investment Advisors, LLC2,360$498K0.19%013F-HRTimeline
Kovack Advisors, Inc.2,250$475K0.05%-61313F-HRTimeline
Creekmur Asset Management LLC2,241$473K0.08%+113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,233$471K<0.01%+25013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.2,223$469K0.03%+64013F-HRTimeline
Arkadios Wealth Advisors2,217$468K0.01%+46513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,205$465K0.01%-63313F-HRTimelineGroup
Armbruster Capital Management, Inc.2,160$456K0.08%013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.2,115$446K0.25%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,104$444K<0.01%+16013F-HRTimelineGroup
GeoWealth Management, LLC2,095$442K0.02%-5613F-HRTimeline