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Disclosery

XAR SPDR SERIES TRUST

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SHS (fund)

Filings received so far for Q3 2026: 24 13F filers report a position in XAR shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
CONFLUENCE INVESTMENT MANAGEMENT LLC63,282$14.6M0.25%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC48,916$11.3M0.68%+62113F-HRTimeline
CoreCap Advisors, LLC34,065$7.88M0.23%+98213F-HRTimeline
CONGRESS ASSET MANAGEMENT CO32,677$7.56M0.05%+31,81913F-HRTimeline
Buska Wealth Management, LLC7,576$1.75M0.6%-4,50013F-HRTimeline
Farther Finance Advisors, LLC2,626$607K<0.01%+5213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,853$429K0.1%013F-HRTimeline
FSA Investment Group, LLC1,416$327K0.1%+5313F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,396$323K0.06%-10413F-HRTimeline
HF Advisory Group, LLC1,023$237K0.07%+813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC985$228K0.03%new13F-HRTimeline
Sound Income Strategies, LLC994$226K0.01%+5613F-HRTimeline
Bullock Wealth Management Group440$102K0.04%-25013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP260$60.1K0.01%013F-HRTimeline
Roxbury Financial LLC256$59.2K0.05%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH215$49.7K0.01%new13F-HRTimeline
GK Wealth Management LLC206$47.7K0.03%new13F-HRTimeline
Investors Research Corp80$18.5K<0.01%013F-HRTimeline
CX Institutional32$7K<0.01%013F-HRTimeline
Go Invest LLC27$6.27K<0.01%+713F-HRTimeline
Bank of New Hampshire21$4.86K<0.01%new13F-HRTimeline
GAMMA Investing LLC18$4.16K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division13$3.01K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.9$2.08K<0.01%013F-HRTimeline