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Disclosery

XAR SPDR SERIES TRUST

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SHS (fund)

495 managers (500 13F filers) reported a position in XAR shares at 2025-12-31, 8,885,510 shares in all. 58 filers opened a position and 26 filers sold out during the quarter.

Managers
495
13F filers
500
New
58
Added
188
Reduced
110
Sold out
26
Shares held by filers
8,885,510

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,286,887$310M0.08%+68,72213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/803,440$194M0.01%-6,79613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY698,073$168M0.01%-2,72713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN363,676$87.7M0.02%+58,16313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC255,458$61.6M0.02%+5,33713F-HRTimelineGroup
CWM, LLCin group CWM, LLC206,667$49.9M0.14%+199,20113F-HRTimelineGroup
UBS Group AGin group UBS Group AG206,371$49.8M0.01%+2,45013F-HRTimelineGroup
Howard Capital Management Group, LLC185,020$44.6M2.82%-4,78013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding184,267$44.5M+13,713Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC177,918$42.9M0.01%+72,80513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.168,731$40.7M0.06%+27,75913F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC160,518$38.7M5.51%-60213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC157,408$38M0.05%+5,83713F-HRTimeline
Robinhood Asset Management, LLC147,485$35.6M2.83%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA145,266$35M0.01%+27,90913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC140,281$33.8M<0.01%+10,27313F-HR/ATimelineGroup
Enclave Advisors LLC129,985$31.4M4.44%+4,45713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…128,716$31.1M0.02%+3,55813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS123,330$29.8M0.02%+80013F-HRTimelineGroup
Cetera Investment Advisers122,282$29.5M0.03%-11,02513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…118,640$28.6M1%+3,92913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO103,470$25M<0.01%+40,94613F-HRTimelineGroup
Cambridge Investment Research Advisors,…100,619$24.3M0.06%+26113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP76,032$18.3M0.02%+9,48713F-HRTimelineGroup
CUMBERLAND ADVISORS INC76,002$18.3M6.95%-3,29513F-HRTimeline
Kingsview Wealth Management, LLC74,476$18M0.26%-9,82013F-HRTimeline
MML INVESTORS SERVICES, LLC55,410$13.4M0.03%+4,08213F-HRTimeline
CoreCap Advisors, LLC55,289$13.3M0.47%+55913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding51,061$12.3M+5,448Timeline
WESPAC Advisors SoCal, LLC49,918$12M2.43%-28113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,482$11.9M0.01%+9,37113F-HR/ATimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD44,540$10.7M0.12%+4,66513F-HRTimelineGroup
Merit Financial Group, LLC41,676$10.1M0.08%+38,96413F-HRTimeline
Janney Montgomery Scott LLC39,060$9.42M0.02%+67613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC39,910$9.38M0.04%-16313F-HRTimelineGroup
BREAKTHRU ADVISORY SERVICES, LLC38,380$9.26M5.92%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,758$8.87M0.02%+20,33413F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding36,704$8.85M+580Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,423$8.3M0.01%+7,78313F-HRTimelineGroup
BOURGEON CAPITAL MANAGEMENT LLC34,013$8.21M1.34%-7113F-HRTimeline
FLC Capital Advisors33,862$8.17M1.51%+34113F-HRTimeline
Warner Group LLC30,208$7.29M4.49%+25,51413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…29,400$7.09M0.02%+27,80013F-HRTimelineGroup
SOUTHERN CAPITAL SERVICES INC /ADV28,236$6.81M4.29%13F-HRTimeline
Wealthfront Advisers LLC26,925$6.5M0.01%-1,03013F-HRTimeline
Integrated Wealth Concepts LLC26,497$6.39M0.08%+14,86413F-HRTimeline
Private Advisor Group, LLC25,595$6.17M0.03%-1,19413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd25,188$6.1M0.29%+3,35013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC25,020$6.04M0.41%+1,14213F-HRTimeline
Waverly Advisors, LLC24,763$5.97M0.05%+13,66213F-HRTimeline
Buska Wealth Management, LLC24,359$5.88M2.17%-10,16913F-HRTimeline
IHT Wealth Management, LLC24,218$5.84M0.14%-2,52313F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP24,203$5.84M2.78%-11013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,803$5.74M0.01%-38213F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC22,784$5.5M0.01%+1,16913F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …22,602$5.45M0.05%-19,19813F-HRTimelineGroup
Creative Planningin group Creative Planning22,268$5.37M<0.01%-71213F-HRTimelineGroup
HighTower Advisors, LLC21,698$5.23M0.01%+34013F-HRTimeline
Horizon Wealth Management, LLC21,349$5.15M0.8%-30,01513F-HRTimeline
McGuire Investment Group, LLC19,555$4.72M0.5%+72613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC19,019$4.59M0.01%+2,02213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,494$4.46M0.11%new13F-HRTimelineGroup
SFI Advisors, LLC18,455$4.45M2.85%-7513F-HRTimeline
Prostatis Group LLC18,377$4.43M1.06%+6,72813F-HRTimeline
Pacific Sun Financial Corp17,865$4.31M2.08%-9513F-HRTimeline
HighPoint Advisor Group LLC17,323$4.18M0.09%new13F-HRTimeline
VVR Holdings LLC17,203$4.15M2.16%13F-HRTimeline
PINNACLE ASSOCIATES LTD17,149$4.14M0.05%+91713F-HRTimeline
Perigon Wealth Management, LLC16,970$4.09M0.07%+1,31913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,853$4.07M0.01%+14,26513F-HRTimelineGroup
NewEdge Advisors, LLC16,163$3.9M0.01%+41013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,012$3.86M0.04%+16113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,944$3.85M0.06%+27413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,674$3.78M0.03%+2,64813F-HRTimelineGroup
D.A. DAVIDSON & CO.15,481$3.73M0.02%+17513F-HRTimeline
Ausdal Financial Partners, Inc.15,216$3.67M0.17%+1,01613F-HRTimeline
SeaCrest Wealth Management, LLC13,826$3.63M0.37%+12213F-HRTimeline
NovaPoint Capital, LLC14,951$3.61M0.93%-24113F-HRTimeline
Sanctuary Advisors, LLC14,457$3.49M0.02%+8,74713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,948$3.45M<0.01%+77713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,251$3.44M<0.01%+1,34813F-HRTimelineGroup
Keystone Global Partners, LLC13,834$3.34M1.47%+1,16613F-HRTimeline
Cavalier Investments, LLC13,804$3.33M1.04%013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM13,737$3.31M0.29%-9113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,651$3.29M<0.01%+1,17213F-HRTimelineGroup
Hobart Private Capital, LLC12,850$3.1M0.6%+8213F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…12,704$3.06M0.2%+5,71513F-HRTimelineGroup
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…12,500$3.02M0.6%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,368$2.98M0.04%+10513F-HRTimelineGroup
Norris Financial Group, LLC11,942$2.88M0.98%+34913F-HRTimeline
Advyzon Investment Management, LLC11,644$2.81M0.33%+4,27413F-HRTimeline
WealthSpring Partners, LLC11,589$2.8M2.86%13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC11,551$2.79M1.4%-44213F-HRTimeline
NCM Capital Management, LLC11,245$2.71M1.01%+10,32313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,154$2.69M0.05%+3013F-HRTimelineGroup
American Financial Advisors, LLC10,896$2.63M0.34%-1,65713F-HRTimeline
World Investment Advisors10,724$2.59M0.04%+98113F-HR/ATimeline
CENTAURUS FINANCIAL, INC.10,650$2.57M0.12%-28613F-HRTimeline
Clarus Wealth Advisors9,086$2.56M1.06%-29713F-HRTimeline
Cornerstone Wealth Management, LLC10,477$2.53M0.13%+1,18713F-HRTimeline
Spinnaker Investment Group, LLC10,273$2.48M0.45%+32313F-HRTimeline
&PARTNERS9,768$2.36M0.01%+5,07413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,689$2.34M0.02%+38013F-HRTimelineGroup
MADDEN SECURITIES Corp9,585$2.31M0.7%-2013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd9,524$2.3M0.02%-186,20813F-HRTimelineGroup
Trivium Point Advisory, LLC9,521$2.3M0.23%-74013F-HRTimeline
MGB Wealth Management, LLC9,401$2.27M0.65%+113F-HRTimeline
Summit Financial, LLC9,128$2.2M0.03%+42613F-HRTimeline
FMR LLCin group FMR LLC8,853$2.14M<0.01%+11213F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.8,631$2.08M0.1%-15813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,569$2.07M<0.01%+4,07913F-HRTimelineGroup
Retirement Planning Group, LLC8,514$2.05M0.07%-51313F-HRTimeline
Krilogy Financial LLC6,950$1.95M0.07%-16913F-HRTimeline
Orion Porfolio Solutions, LLC8,008$1.93M0.01%+60913F-HRTimeline
Alamea Verwaltungs GmbH7,000$1.91M1.29%new13F-HRTimeline
J.W. COLE ADVISORS, INC.8,784$1.88M0.05%+17413F-HRTimeline
IFP Advisors, Inc7,765$1.87M0.04%+40313F-HRTimeline
Anson Capital, Inc.7,498$1.81M1.32%-2,47813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,320$1.77M0.03%+26313F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding7,150$1.72M+506Timeline
Maridea Wealth Management LLC7,079$1.71M0.26%-53713F-HRTimeline
CORE WEALTH ADVISORS, LLC7,066$1.7M1.34%13F-HR/ATimeline
Empowered Funds, LLC6,992$1.69M0.03%new13F-HR/ATimeline
NorthRock Partners, LLC6,875$1.66M0.03%+1,67013F-HRTimeline
Snowden Capital Advisors LLC6,710$1.62M0.04%-10513F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV6,699$1.62M1.02%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,667$1.61M0.04%+3,86513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,600$1.59M0.53%+60613F-HRTimelineGroup
Sequoia Financial Advisors, LLC6,514$1.57M0.01%+67613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,366$1.54M<0.01%new13F-HRTimelineGroup
RoundAngle Advisors LLC6,299$1.52M1.11%+45313F-HRTimeline
Worth Asset Management, LLC6,259$1.51M0.64%new13F-HRTimeline
Curi Capital, LLC5,876$1.42M0.02%013F-HRTimeline
Accurate Wealth Management, LLC5,111$1.41M0.18%+1,59613F-HRTimeline
Federation des caisses Desjardins du Qu…5,775$1.39M0.01%-99413F-HRTimeline
Point Nemo Capital, LLC5,750$1.39M1.37%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,743$1.39M0.02%+23013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management5,677$1.37M0.02%+2,55513F-HRTimelineGroup
Capital Investment Advisory Services, L…5,487$1.32M0.09%+8213F-HRTimeline
NORTHLAND SECURITIES, INC.5,471$1.32M1.27%13F-HRTimeline
Security Financial Services, INC.5,455$1.32M0.21%new13F-HRTimeline
Evolution Wealth Advisors, LLC5,395$1.3M0.13%-7013F-HRTimeline
Global Retirement Partners, LLC5,386$1.3M0.02%+11013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,377$1.3M0.6%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,312$1.28M0.21%-4313F-HRTimeline
Larry Mathis Financial Planning, LLC5,228$1.26M1.11%13F-HRTimeline
First Growth Capital LLC4,683$1.25M1.11%13F-HRTimeline
Cyndeo Wealth Partners, LLC5,177$1.25M0.07%+8313F-HRTimeline
IFG Advisory, LLC5,076$1.22M0.05%-1213F-HRTimeline
Meixler Investment Management, Ltd.5,059$1.22M0.74%-30813F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,023$1.21M0.04%+2,35513F-HRTimeline
HBW ADVISORY SERVICES LLC5,021$1.21M0.13%-2,26413F-HRTimeline
Global View Capital Management LLC4,995$1.2M0.22%+29813F-HRTimeline
WBH ADVISORY INC4,939$1.19M0.09%+27413F-HRTimeline
OLD NATIONAL BANCORP /IN/4,787$1.15M0.02%-86713F-HRTimeline
National Philanthropic Trust4,709$1.14M0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,703$1.13M0.03%+30013F-HRTimeline
Red Tortoise LLC4,602$1.11M0.48%+213F-HRTimeline
Belpointe Asset Management LLC4,560$1.1M0.04%-1,76613F-HRTimeline
Provenance Wealth Advisors, LLC4,453$1.07M0.12%013F-HRTimeline
FFG Partners, LLC4,369$1.05M0.31%-26613F-HRTimeline
LANARK FINANCIAL, INC.4,325$1.04M0.08%-4213F-HRTimeline
Avid Wealth Partners LLC4,295$1.04M0.51%new13F-HRTimeline
Baker Ellis Asset Management LLC4,230$1.02M0.12%-25013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,158$1M0.06%-2613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,095$988K0.07%-44713F-HRTimeline
Mutual Advisors, LLC4,085$986K0.02%+113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,028$972K<0.01%+1,06113F-HRTimelineGroup
Founders Financial Alliance, LLC3,943$951K0.18%+113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,925$947K<0.01%new13F-HRTimelineGroup
Xcelsior Advisor Partners LLC3,885$937K0.46%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,813$920K0.02%-26413F-HRTimeline
AVALON CAPITAL MANAGEMENT3,721$898K0.21%013F-HRTimeline
Balboa Wealth Partners3,679$888K0.15%-25013F-HRTimeline
Formidable Asset Management, LLC3,760$883K0.13%+26013F-HRTimeline
Evercore Wealth Management, LLC3,618$873K0.01%-2,62513F-HRTimeline
WealthBridge Capital Management, LLC3,587$865K0.2%+22013F-HRTimeline
Advisory Services Network, LLC3,565$860K0.01%+16513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,530$852K<0.01%+7813F-HRTimelineGroup
BLB&B Advisors, LLC3,498$844K0.04%-5013F-HRTimeline
Stonebridge Financial Planning Group, L…3,433$828K0.3%+66413F-HRTimeline
ShoreHaven Wealth Partners, LLC3,433$828K0.3%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC3,324$802K0.05%-17813F-HRTimeline
Meridian Wealth Management, LLC3,319$801K0.03%+4913F-HRTimeline
Moors & Cabot, Inc.3,293$794K0.03%-2,41113F-HRTimeline
Teamwork Financial Advisors, LLC3,284$792K0.08%new13F-HRTimeline
Powell Investment Advisors, LLC3,260$786K0.27%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,257$786K0.01%+59113F-HRTimelineGroup
COMERICA BANK3,248$784K<0.01%+30713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,247$783K<0.01%-14913F-HRTimeline
Premier Private Wealth Management LLC2,874$777K0.81%13F-HRTimeline
PLANNING DIRECTIONS INC3,147$759K0.38%-513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,132$756K<0.01%-1,74013F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,063$739K0.19%-613F-HRTimelineGroup
WJ Wealth Management, LLC3,050$736K0.32%013F-HRTimeline
Quadrant Private Wealth Management, LLC3,043$734K0.12%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,040$733K<0.01%+46213F-HRTimeline
VestGen Advisors, LLC3,037$733K0.03%+1,89113F-HRTimeline
FIRST HORIZON CORP3,025$730K0.03%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,000$724K0.02%013F-HRTimeline