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Disclosery

XAR SPDR SERIES TRUST

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SHS (fund)

450 managers (454 13F filers) reported a position in XAR shares at 2025-09-30, 8,192,486 shares in all. 68 filers opened a position and 23 filers sold out during the quarter.

Managers
450
13F filers
454
New
68
Added
156
Reduced
115
Sold out
23
Shares held by filers
8,192,486

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,218,165$286M0.08%+81,38813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/810,236$190M0.01%+44,08213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY700,800$165M0.01%-23,06613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN305,513$71.8M0.01%-15,45613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC250,121$58.8M0.02%+55,70513F-HRTimelineGroup
UBS Group AGin group UBS Group AG203,921$47.9M0.01%-16,08413F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd195,732$46M0.54%new13F-HRTimelineGroup
Howard Capital Management Group, LLC189,800$44.6M2.82%+1,12813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding170,554$40.1M-4,357Timeline
AFFINITY WEALTH MANAGEMENT LLC161,120$37.9M5.54%+18813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC151,571$35.6M0.05%+17,67713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.140,972$32.2M0.05%+11,58113F-HRTimelineGroup
Cetera Investment Advisers133,307$31.3M0.04%+31,58613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC130,008$30.5M<0.01%+17,73513F-HRTimelineGroup
Enclave Advisors LLC125,528$29.5M4.5%+18,13113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…125,158$29.4M0.02%-1213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS122,530$28.8M0.02%+77,87013F-HRTimelineGroup
Marks Wealth, LLC121,766$28.6M8.84%+9,34013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA117,357$27.6M<0.01%+9,93513F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…114,711$27M0.92%-3,01813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC105,113$24.7M0.01%-7,59213F-HRTimelineGroup
Cambridge Investment Research Advisors,…100,358$23.6M0.06%+11,93613F-HRTimeline
Kingsview Wealth Management, LLC84,296$19.8M0.3%+21,57613F-HRTimeline
CUMBERLAND ADVISORS INC79,297$18.6M7.15%-1,39713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP66,545$15.6M0.01%+5,85613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,524$14.7M<0.01%-1,98913F-HR/ATimelineGroup
CoreCap Advisors, LLC54,730$12.9M0.47%-2,59813F-HRTimeline
Horizon Wealth Management, LLC51,364$12.1M1.77%new13F-HRTimeline
MML INVESTORS SERVICES, LLC51,328$12.1M0.03%+2,38213F-HRTimeline
WESPAC Advisors SoCal, LLC50,199$11.8M2.39%-40413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding45,613$10.7M-869Timeline
Obsidian Personal Planning Solutions LLC41,467$10.3M3.58%-413F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …41,800$9.82M0.11%-4,25913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…40,111$9.42M0.01%+4,79513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC40,073$9.42M0.04%-17613F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD39,875$9.37M0.12%+2,37213F-HRTimelineGroup
Janney Montgomery Scott LLC38,384$9.02M0.02%+12,49913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding36,124$8.49M-493Timeline
Buska Wealth Management, LLC34,528$8.11M2.43%-7,16913F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC34,084$8.01M1.46%-3,70413F-HRTimeline
FLC Capital Advisors33,521$7.88M1.53%-2,72713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.28,325$6.66M<0.01%new13F-HRTimelineGroup
Wealthfront Advisers LLC27,955$6.57M0.02%+5,02413F-HRTimeline
Private Advisor Group, LLC26,789$6.29M0.03%+84813F-HRTimeline
IHT Wealth Management, LLC26,741$6.29M0.16%+2,71413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP26,640$6.14M<0.01%+5,16813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP24,185$5.68M0.01%-2,49913F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC23,878$5.61M0.4%+23,30913F-HRTimeline
Creative Planningin group Creative Planning22,980$5.4M<0.01%+1,36213F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd21,838$5.13M0.29%+4,83813F-HRTimelineGroup
VIEWPOINT INVESTMENT PARTNERS CORP24,313$5.13M2.8%013F-HRTimeline
Mariner, LLCin group Mariner, LLC21,615$5.08M0.01%+22113F-HRTimelineGroup
HighTower Advisors, LLC21,358$5.02M0.01%+3,48213F-HRTimeline
McGuire Investment Group, LLC18,829$4.42M0.5%new13F-HRTimeline
SFI Advisors, LLC18,530$4.35M2.77%-20413F-HRTimeline
Pacific Sun Financial Corp17,960$4.22M2.04%-19113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,997$3.99M0.01%+48813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,424$3.86M0.01%+19513F-HRTimelineGroup
PINNACLE ASSOCIATES LTD16,232$3.81M0.05%-38513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,851$3.72M0.04%+37013F-HRTimelineGroup
NewEdge Advisors, LLC15,753$3.7M0.02%-1,00413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,670$3.68M0.06%+65213F-HRTimelineGroup
Perigon Wealth Management, LLC15,651$3.68M0.08%+68913F-HRTimeline
D.A. DAVIDSON & CO.15,306$3.6M0.02%+19513F-HRTimeline
NovaPoint Capital, LLC15,192$3.57M0.87%-14913F-HRTimeline
Sowell Financial Services LLC14,834$3.49M0.13%+11,86413F-HRTimeline
SeaCrest Wealth Management, LLC13,704$3.42M0.36%-1,40313F-HRTimeline
Ausdal Financial Partners, Inc.14,200$3.34M0.16%+8,08113F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM13,828$3.25M0.4%-3613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,026$3.06M0.02%-1,90513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,903$3.03M<0.01%+6,43513F-HRTimelineGroup
Hobart Private Capital, LLC12,768$3M0.63%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,171$2.99M<0.01%-19,12613F-HRTimeline
Keystone Global Partners, LLC12,668$2.98M1.52%-2,01513F-HRTimeline
American Financial Advisors, LLC12,553$2.95M0.38%-1,70513F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…12,500$2.94M0.62%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,479$2.93M<0.01%-12,75113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,263$2.88M0.04%+5113F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC11,993$2.82M1.49%new13F-HRTimeline
Prostatis Group LLC11,649$2.74M0.69%-11,40713F-HRTimeline
Integrated Wealth Concepts LLC11,633$2.73M0.02%+28313F-HRTimeline
Norris Financial Group, LLC11,593$2.72M0.99%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,124$2.61M0.06%+8513F-HRTimelineGroup
Waverly Advisors, LLC11,101$2.61M0.03%-25813F-HRTimeline
CENTAURUS FINANCIAL, INC.10,936$2.57M0.12%-1,51613F-HRTimeline
Trivium Point Advisory, LLC10,261$2.41M0.25%-14613F-HRTimeline
Anson Capital, Inc.9,976$2.34M1.76%-29413F-HRTimeline
Spinnaker Investment Group, LLC9,950$2.34M0.44%+4,41813F-HRTimeline
World Investment Advisors9,743$2.29M0.05%+713F-HRTimeline
Clarus Wealth Advisors9,383$2.26M1%-20313F-HRTimeline
MADDEN SECURITIES Corp9,605$2.26M0.69%013F-HRTimeline
MGB Wealth Management, LLC9,400$2.21M0.62%+113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,309$2.19M0.02%+25213F-HRTimelineGroup
Cornerstone Wealth Management, LLC9,290$2.18M0.12%+5,12713F-HRTimeline
Retirement Planning Group, LLC9,027$2.12M0.07%-54613F-HRTimeline
B. Riley Wealth Advisors, Inc.8,789$2.07M0.1%+19513F-HRTimeline
FMR LLCin group FMR LLC8,741$2.05M<0.01%+1,82713F-HRTimelineGroup
Summit Financial, LLC8,702$2.04M0.03%+1,15213F-HRTimeline
J.W. COLE ADVISORS, INC.8,610$2.02M0.04%-13513F-HRTimeline
Focus Financial Network, Inc.8,112$1.91M0.07%+5,53513F-HRTimeline
Maridea Wealth Management LLC7,616$1.84M0.29%-1,04513F-HRTimeline
CWM, LLCin group CWM, LLC7,466$1.75M0.01%+2,98313F-HRTimelineGroup
Orion Porfolio Solutions, LLC7,399$1.74M0.01%+30113F-HRTimeline
Advyzon Investment Management, LLC7,370$1.73M0.3%+1,28313F-HRTimeline
IFP Advisors, Inc7,362$1.73M0.04%+30813F-HR/ATimeline
Cavalier Investments, LLC13,804$1.73M0.7%013F-HRTimeline
HBW ADVISORY SERVICES LLC7,285$1.71M0.19%+49013F-HRTimeline
Krilogy Financial LLC7,119$1.7M0.06%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,057$1.66M0.03%+86413F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,989$1.64M0.11%+3,15913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,975$1.64M<0.01%-4,81913F-HRTimelineGroup
HRT FINANCIAL LP6,871$1.61M0.01%new13F-HRTimeline
Snowden Capital Advisors LLC6,815$1.6M0.04%+2513F-HRTimeline
Federation des caisses Desjardins du Qu…6,769$1.59M0.01%+83313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,644$1.56M-4,695Timeline
Belpointe Asset Management LLC6,326$1.49M0.06%new13F-HRTimeline
Evercore Wealth Management, LLC6,243$1.47M0.02%+12013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,994$1.41M0.43%+13213F-HRTimelineGroup
Curi Capital, LLC5,876$1.38M0.03%013F-HRTimeline
RoundAngle Advisors LLC5,846$1.37M1.06%+5113F-HRTimeline
Sequoia Financial Advisors, LLC5,838$1.37M0.01%+10113F-HRTimeline
GeoWealth Management, LLC5,712$1.34M0.05%+3,61713F-HRTimeline
Sanctuary Advisors, LLC5,710$1.34M0.01%+1,10013F-HR/ATimeline
Moors & Cabot, Inc.5,704$1.34M0.06%-2313F-HRTimeline
OLD NATIONAL BANCORP /IN/5,654$1.33M0.02%-13713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,513$1.3M0.01%+50013F-HRTimelineGroup
Evolution Wealth Advisors, LLC5,465$1.28M0.17%+2,98013F-HRTimeline
Capital Investment Advisory Services, L…5,405$1.27M0.1%+17813F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,377$1.26M0.63%-76113F-HRTimeline
Meixler Investment Management, Ltd.5,367$1.26M0.77%-26313F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,355$1.26M0.23%-27613F-HRTimeline
Global Retirement Partners, LLC5,276$1.24M0.03%+86613F-HRTimeline
NorthCoast Asset Management LLC5,209$1.22M<0.01%-9813F-HRTimeline
NorthRock Partners, LLC5,205$1.22M0.02%new13F-HRTimeline
Cyndeo Wealth Partners, LLC5,094$1.2M0.07%-4813F-HRTimeline
IFG Advisory, LLC5,088$1.2M0.05%-17013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,872$1.14M<0.01%+1,96913F-HRTimelineGroup
National Philanthropic Trust4,709$1.11M0.01%new13F-HRTimeline
Global View Capital Management LLC4,697$1.1M0.23%+1,69113F-HRTimeline
Warner Group LLC4,694$1.1M0.76%13F-HRTimeline
&PARTNERS4,694$1.1M0.01%+1,18913F-HRTimeline
WBH ADVISORY INC4,665$1.1M0.08%-11813F-HRTimeline
FFG Partners, LLC4,635$1.09M0.3%-4413F-HRTimeline
Red Tortoise LLC4,600$1.08M0.47%+1113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC4,579$1.08M0.01%new13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,490$1.05M<0.01%-16,24013F-HRTimelineGroup
Baker Ellis Asset Management LLC4,480$1.05M0.13%013F-HRTimeline
Q3 Asset Management4,446$1.05M0.36%-28313F-HRTimeline
Provenance Wealth Advisors, LLC4,453$1.05M0.14%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,403$1.03M0.03%+3,23313F-HRTimeline
LANARK FINANCIAL, INC.4,367$1.03M0.08%-3913F-HRTimeline
Mutual Advisors, LLC4,084$1.01M0.02%-4013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,184$983K0.06%-11713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,077$958K0.02%+313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,542$935K0.08%013F-HRTimeline
Founders Financial Alliance, LLC3,942$926K0.17%+14113F-HRTimeline
Balboa Wealth Partners3,929$923K0.16%013F-HRTimeline
AVALON CAPITAL MANAGEMENT3,721$874K0.21%013F-HRTimeline
Accurate Wealth Management, LLC3,515$865K0.12%+1,05013F-HRTimeline
OMERS ADMINISTRATION Corp3,700$860K0.01%+90013F-HRTimeline
BLB&B Advisors, LLC3,548$834K0.04%-22513F-HRTimeline
Jaffetilchin Investment Partners, LLC3,502$823K0.05%-1813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,452$811K<0.01%+40713F-HRTimelineGroup
Advisory Services Network, LLC3,400$799K0.01%-13113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,396$798K<0.01%+22413F-HRTimeline
WealthBridge Capital Management, LLC3,367$791K0.19%+70713F-HRTimeline
Fortis Advisors, LLC3,366$791K0.45%-38213F-HRTimeline
Meridian Wealth Management, LLC3,270$768K0.03%013F-HRTimeline
Powell Investment Advisors, LLC3,260$766K0.27%+90013F-HRTimeline
WJ Wealth Management, LLC3,050$758K0.33%-3,05013F-HR/ATimeline
PLANNING DIRECTIONS INC3,152$741K0.39%+713F-HRTimeline
Formidable Asset Management, LLC3,500$738K0.12%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,122$734K0.01%+91713F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,069$721K0.18%-1113F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.3,055$718K0.1%new13F-HRTimeline
FIRST HORIZON CORP3,025$711K0.03%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,001$705K0.02%+10013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC3,000$705K0.02%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,967$697K<0.01%new13F-HRTimelineGroup
COMERICA BANK2,941$691K<0.01%+1,26313F-HRTimeline
GUERRA PAN ADVISORS, LLC2,869$674K0.41%013F-HRTimeline
Prime Capital Investment Advisors, LLC2,849$669K0.01%+2813F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,802$658K0.02%-32413F-HRTimeline
Stonebridge Financial Planning Group, L…2,769$651K0.24%+91313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,762$649K0.02%-2413F-HRTimelineGroup
Glen Eagle Advisors, LLC2,733$642K0.09%+8013F-HRTimeline
Merit Financial Group, LLC2,712$637K0.01%-25413F-HR/ATimeline
McKinley Carter Wealth Services, Inc.2,699$634K0.03%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,668$627K0.03%+44513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,666$626K0.01%+1,04513F-HRTimelineGroup
Verity Asset Management, Inc.2,617$615K0.2%+76913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,588$608K<0.01%+56213F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,578$606K<0.01%+15813F-HRTimeline
Missouri Trust & Investment Co2,570$604K0.18%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,553$600K0.01%013F-HRTimeline
October Effect Ltd2,549$599K0.66%013F-HRTimeline
Clearstead Advisors, LLC2,506$589K0.01%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,491$585K<0.01%013F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC2,473$581K0.02%013F-HRTimeline
Somerset Trust Co2,453$576K0.18%+9213F-HRTimeline