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Disclosery

XHB SPDR SERIES TRUST

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SHS (fund)

272 managers (275 13F filers) reported a position in XHB shares at 2025-03-31, 16,477,544 shares in all. 28 filers opened a position and 71 filers sold out during the quarter.

Managers
272
13F filers
275
New
28
Added
93
Reduced
85
Sold out
71
Shares held by filers
16,477,544

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
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,338$130K<0.01%-1013F-HRTimelineGroup
MAI Capital Management1,087$105K<0.01%-5913F-HRTimeline
Aptus Capital Advisors, LLC1,054$102K<0.01%+113F-HRTimeline
Transce3nd, LLC1,044$101K0.05%-5413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,017$98.5K0.01%-1913F-HRTimeline
TruNorth Capital Management, LLC1,000$96.9K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA950$92.1K<0.01%-25013F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…943$91.7K0.03%013F-HRTimelineGroup
Allworth Financial LP930$87.8K<0.01%-22813F-HRTimeline
SVB WEALTH LLC905$87.7K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.839$81.3K0.04%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC833$80.7K0.02%+213F-HRTimeline
CoreCap Advisors, LLC832$80.6K<0.01%+24013F-HRTimeline
BLAIR WILLIAM & CO/IL764$74K<0.01%-30013F-HRTimeline
WHITTIER TRUST CO750$72.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…738$71.5K<0.01%-15,44713F-HRTimeline
Creekmur Asset Management LLC662$64.2K0.01%+213F-HRTimeline
AlphaCore Capital LLC533$51.6K<0.01%new13F-HRTimeline
GAMMA Investing LLC518$50.2K<0.01%-75713F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC500$48.5K<0.01%-17113F-HRTimeline
Geneos Wealth Management Inc.500$48.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA322$31.2K<0.01%+28613F-HRTimeline
Physician Wealth Advisors, Inc.290$28.1K<0.01%013F-HRTimeline
AE Wealth Management LLC258$25K<0.01%-4213F-HRTimeline
Riggs Asset Managment Co. Inc.256$24.8K0.01%-10,26513F-HRTimeline
FAS Wealth Partners, Inc.250$24.2K<0.01%013F-HRTimeline
Copia Wealth Management240$23.3K0.02%013F-HRTimeline
Winch Advisory Services, LLC238$23K0.01%+113F-HRTimeline
MCF Advisors LLC229$22.1K<0.01%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD214$20.7K<0.01%new13F-HR/ATimelineGroup
Headlands Technologies LLC198$19.2K<0.01%+5213F-HRTimeline
Founders Financial Alliance, LLC195$18.9K<0.01%+9413F-HRTimeline
Key Financial Inc185$17.9K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC174$16.9K<0.01%+2413F-HRTimeline
Independence Bank of Kentucky160$15.5K<0.01%013F-HRTimeline
Financial Perspectives, Inc144$14K<0.01%013F-HRTimeline
HOWE & RUSLING INC133$12.9K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC101$9.77K0.01%-6,70813F-HRTimeline
Continuum Advisory, LLC100$9.73K<0.01%+2813F-HRTimeline
Sachetta, LLC100$9.69K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK98$9.5K<0.01%new13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC95$9.21K<0.01%013F-HRTimeline
WASHINGTON TRUST Co94$9.11K<0.01%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV79$7.66K0.01%-34,49413F-HRTimeline
Cornerstone Planning Group LLC79$7.27K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.72$6.93K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …65$6.3K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc60$5.81K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…50$4.84K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC50$4.84K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…46$4.46K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.51$4K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.38$3.68K<0.01%-613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA33$3.2K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC27$2.62K<0.01%013F-HRTimeline
Larson Financial Group LLC23$2.23K<0.01%-43113F-HRTimeline
NorthRock Partners, LLC21$2.04K<0.01%new13F-HRTimeline
Olistico Wealth, LLC21$2.04K<0.01%-1813F-HRTimeline
Truvestments Capital LLC20$1.94K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…20$1.94K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp19$1.84K<0.01%new13F-HRTimelineGroup
Cranbrook Wealth Management, LLC11$1.07K<0.01%+113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13$1K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\10$969<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC9$875<0.01%013F-HRTimeline
Nemes Rush Group LLC8$779<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7$678<0.01%013F-HRTimeline
Signature Resources Capital Management,…4$388<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$97<0.01%-38,63213F-HRTimeline
Main Street Group, LTD1$97<0.01%013F-HRTimeline
ORG Partners LLC0$34<0.01%-7413F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-30013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.