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Disclosery

XHB SPDR SERIES TRUST

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SHS (fund)

303 managers (306 13F filers) reported a position in XHB shares at 2025-09-30, 18,763,883 shares in all. 80 filers opened a position and 32 filers sold out during the quarter.

Managers
303
13F filers
306
New
80
Added
90
Reduced
66
Sold out
32
Shares held by filers
18,763,883

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
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,160$239K0.08%013F-HRTimeline
Integrated Advisors Network LLC2,085$231K0.01%-50013F-HRTimeline
SeaBridge Investment Advisors LLC2,070$229K0.04%-94813F-HRTimeline
Guardian Partners Inc.2,052$229K0.02%-53,41013F-HRTimeline
Terra Nova Asset Management LLC2,028$225K0.14%-1,68613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,006$222K<0.01%new13F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,000$222K<0.01%new13F-HRTimelineGroup
Gemmer Asset Management LLC2,000$222K0.02%new13F-HRTimeline
Independent Advisor Alliance2,000$222K0.01%new13F-HRTimeline
Clearstead Advisors, LLC1,968$218K<0.01%+10313F-HRTimeline
Patriot Financial Group Insurance Agenc…1,960$217K0.03%new13F-HRTimeline
American Financial Advisors, LLC1,954$216K0.03%-59213F-HRTimeline
360 Financial, Inc.1,945$216K0.07%new13F-HRTimeline
Private Wealth Advisors, LLC1,933$214K0.08%new13F-HRTimeline
Beaton Management Co. Inc.1,900$211K0.1%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,898$210K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,831$203K0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,741$193K<0.01%+65213F-HRTimeline
Breakwater Investment Management1,720$191K0.07%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,650$183K0.13%013F-HRTimeline
Register Financial Advisors LLC1,547$171K0.07%+10013F-HRTimeline
UMB Bank, n.a.1,545$171K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEXFORD CAPITAL LP1,529$169K0.05%new13F-HRTimeline
MONTAG A & ASSOCIATES INC1,504$167K0.01%-1,40013F-HRTimeline
Manchester Capital Management LLC1,500$166K0.02%013F-HRTimeline
Friedenthal Financial1,363$151K0.08%new13F-HRTimeline
PRIVATE TRUST CO NA1,334$148K0.01%+60013F-HRTimeline
NewEdge Advisors, LLC1,228$136K<0.01%-61013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,218$135K<0.01%+43613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,200$133K<0.01%-40613F-HR/ATimeline
Allworth Financial LP1,154$128K<0.01%-7613F-HRTimeline
MAI Capital Management1,087$120K<0.01%013F-HRTimeline
Operose Advisors LLC1,056$117K0.03%+81113F-HRTimeline
Aptus Capital Advisors, LLC1,055$117K<0.01%+113F-HRTimeline
TruNorth Capital Management, LLC1,000$111K0.02%013F-HRTimeline
Stephens Consulting, LLC1,000$111K0.04%new13F-HRTimeline
Glenmede Investment Management, LP950$105K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…943$104K0.02%013F-HRTimelineGroup
Parallel Advisors, LLC901$99.9K<0.01%-18113F-HRTimeline
Larson Financial Group LLC892$98.8K<0.01%013F-HRTimeline
Mizuho Markets Cayman LPin group MIZUHO FINANCIAL GROUP INC887$98.3K0.01%new13F-HR/ATimelineGroup
Bernard Wealth Management Corp.839$93K0.04%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC836$92.6K0.02%+113F-HRTimeline
AlphaCore Capital LLC803$89K<0.01%013F-HRTimeline
WHITTIER TRUST CO750$84.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…738$81.8K<0.01%013F-HRTimeline
Creekmur Asset Management LLC664$73.6K0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.574$64K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC552$61.2K0.03%new13F-HRTimeline
GAMMA Investing LLC518$57.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.500$55.4K<0.01%013F-HRTimeline
Financial Life Planners435$48.2K0.03%new13F-HRTimeline
Quantbot Technologies LP426$47.2K<0.01%+17013F-HRTimeline
Bangor Savings Bank400$44.3K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC380$42.1K<0.01%-2413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …300$33.4K<0.01%new13F-HRTimelineGroup
Noble Wealth Management PBC300$33.2K0.02%13F-HRTimeline
Physician Wealth Advisors, Inc.290$32.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC262$29K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.250$27.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC246$27.2K0.01%new13F-HRTimeline
Copia Wealth Management240$26.6K0.02%013F-HRTimeline
Winch Advisory Services, LLC238$26.4K0.01%013F-HRTimeline
MCF Advisors LLC229$25.3K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC216$23.9K0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…213$23.6K0.03%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\210$23.3K<0.01%+20013F-HRTimelineGroup
AdvisorNet Financial, Inc204$22.6K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources200$22.2K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC200$22.2K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC33$19.5K<0.01%-4613F-HRTimeline
Independence Bank of Kentucky160$17.7K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC150$16.6K<0.01%013F-HRTimeline
Financial Perspectives, Inc144$16K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC141$15.6K<0.01%-1013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV131$14.5K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT130$14.4K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…125$13.8K<0.01%-5813F-HRTimelineGroup
CX Institutional104$12K<0.01%new13F-HRTimeline
Sachetta, LLC100$11.1K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC100$11.1K0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC95$10.5K<0.01%013F-HRTimeline
AE Wealth Management LLC90$10K<0.01%+1313F-HRTimeline
CITY HOLDING CO75$8.31K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC74$8.17K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.72$7.93K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK68$7.53K<0.01%new13F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …65$7.2K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc60$6.65K<0.01%013F-HR/ATimeline
LANARK FINANCIAL, INC.51$5.65K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.34$3.77K<0.01%-113F-HRTimeline
Farther Finance Advisors, LLC30$3.32K<0.01%013F-HRTimeline
JNBA Financial Advisors21$2.33K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…20$2.22K<0.01%-40,39613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS15$1.66K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT10$1.11K<0.01%new13F-HRTimeline
Blue Trust, Inc.10$1.11K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7$776<0.01%013F-HRTimeline
Signature Resources Capital Management,…4$443<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2$222<0.01%013F-HRTimeline
Main Street Group, LTD1$111<0.01%013F-HRTimeline
ORG Partners LLC0$39<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Wealthspire Advisors, LLC0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.