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Disclosery

XHB SPDR SERIES TRUST

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SHS (fund)

258 managers (261 13F filers) reported a position in XHB shares at 2025-06-30, 17,201,846 shares in all. 29 filers opened a position and 43 filers sold out during the quarter.

Managers
258
13F filers
261
New
29
Added
75
Reduced
85
Sold out
43
Shares held by filers
17,201,846

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
Larson Financial Group LLC892$87.9K<0.01%+86913F-HRTimeline
Bernard Wealth Management Corp.839$82.7K0.04%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC835$82.3K0.02%+213F-HRTimeline
AlphaCore Capital LLC803$79.2K<0.01%+27013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/782$77K<0.01%-55613F-HR/ATimelineGroup
WHITTIER TRUST CO750$73.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…738$72.7K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA734$72.3K0.01%+41213F-HRTimeline
Creekmur Asset Management LLC663$65.4K0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.574$58.9K<0.01%-2,81313F-HRTimeline
GAMMA Investing LLC518$51.1K<0.01%013F-HRTimeline
Berkshire Money Management, Inc.500$49.3K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.500$49.3K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC404$39.8K<0.01%-9613F-HRTimeline
Private Wealth Asset Management, LLC400$39.4K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.290$28.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC290$28.6K<0.01%-54213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC262$25.8K<0.01%+21213F-HRTimelineGroup
Quantbot Technologies LP256$25.2K<0.01%-1,88013F-HRTimeline
Riggs Asset Managment Co. Inc.256$25.2K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.250$24.6K<0.01%013F-HRTimeline
Operose Advisors LLC245$24.1K0.01%new13F-HRTimeline
Copia Wealth Management240$23.7K0.02%013F-HRTimeline
Winch Advisory Services, LLC238$23.5K0.01%013F-HRTimeline
MCF Advisors LLC229$22.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC225$22.2K<0.01%13F-HRTimeline
Key Financial Inc185$18.2K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…183$18K<0.01%+13713F-HRTimelineGroup
Independence Bank of Kentucky160$15.8K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC151$14.9K<0.01%-2,31313F-HRTimelineGroup
GPS Wealth Strategies Group, LLC150$14.8K<0.01%-2413F-HRTimeline
Financial Perspectives, Inc144$14.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV131$12.9K<0.01%-88613F-HRTimeline
Sachetta, LLC100$9.86K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC95$9.36K<0.01%013F-HRTimeline
Headlands Technologies LLC89$8.77K<0.01%-10913F-HRTimeline
Cornerstone Planning Group LLC79$8.47K<0.01%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV79$7.81K0.01%013F-HRTimeline
AE Wealth Management LLC77$7.61K<0.01%-18113F-HRTimeline
Sunbelt Securities, Inc.72$7.48K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC74$7.26K<0.01%new13F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …65$6.41K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc60$5.91K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.51$5K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.35$3.45K<0.01%-313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA33$3.25K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC30$2.96K<0.01%+2113F-HRTimeline
JNBA Financial Advisors21$2.07K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13$1K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\10$986<0.01%013F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC7$697<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7$690<0.01%013F-HRTimeline
Signature Resources Capital Management,…4$394<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2$197<0.01%new13F-HRTimeline
Parallax Volatility Advisers, L.P.1$99<0.01%013F-HRTimeline
Main Street Group, LTD1$99<0.01%013F-HRTimeline
ORG Partners LLC0$36<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.