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Disclosery

XHB SPDR SERIES TRUST

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SHS (fund)

312 managers (315 13F filers) reported a position in XHB shares at 2025-12-31, 15,469,227 shares in all. 52 filers opened a position and 59 filers sold out during the quarter.

Managers
312
13F filers
315
New
52
Added
88
Reduced
91
Sold out
59
Shares held by filers
15,469,227

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
FLP Wealth Management, LLC2,387$246K0.58%+4013F-HR/ATimeline
Moment Partners, LLC2,386$246K0.05%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,350$242K<0.01%new13F-HRTimelineGroup
Manhattan West Asset Management, LLC2,322$239K0.05%new13F-HRTimeline
SOL Capital Management CO2,300$237K0.02%013F-HRTimeline
Mizuho Markets Cayman LPin group MIZUHO FINANCIAL GROUP INC2,287$235K0.01%+1,40013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,240$231K0.07%+8013F-HRTimeline
Waverly Advisors, LLC2,215$228K<0.01%+5113F-HRTimeline
Ground Swell Capital, LLC2,186$225K0.46%-80513F-HRTimeline
J.W. COLE ADVISORS, INC.2,671$216K0.01%-4013F-HRTimeline
SeaBridge Investment Advisors LLC2,070$213K0.04%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…2,051$211K0.07%-22313F-HRTimelineGroup
Terra Nova Asset Management LLC2,030$209K0.14%+213F-HRTimeline
Gemmer Asset Management LLC2,000$206K0.02%013F-HRTimeline
Independent Advisor Alliance2,000$206K0.01%013F-HRTimeline
Aprio Wealth Management, LLC2,000$206K0.01%new13F-HRTimeline
Strategic Wealth Advisors LLC2,000$205K0.18%13F-HRTimeline
Pacific Sun Financial Corp1,989$205K0.1%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…1,960$202K0.02%013F-HRTimeline
American Financial Advisors, LLC1,957$201K0.03%+313F-HRTimeline
Clearstead Advisors, LLC1,890$195K<0.01%-7813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,650$193K0.14%013F-HRTimeline
Breakwater Investment Management1,720$177K0.06%013F-HRTimeline
Register Financial Advisors LLC1,547$159K0.06%013F-HRTimeline
UMB Bank, n.a.1,545$159K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Manchester Capital Management LLC1,500$154K0.02%013F-HRTimeline
Operose Advisors LLC1,393$143K0.03%+33713F-HRTimeline
Wilmington Savings Fund Society, FSB1,200$124K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,198$123K<0.01%-2013F-HRTimelineGroup
BLUELINE ADVISORS LLC1,163$120K0.1%13F-HRTimeline
Allworth Financial LP1,140$117K<0.01%-1413F-HRTimeline
MAI Capital Management1,087$112K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,055$109K<0.01%013F-HRTimeline
Stephens Consulting, LLC1,000$103K0.03%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA950$97.8K<0.01%13F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…916$94.3K0.02%-2713F-HRTimelineGroup
MONTAG A & ASSOCIATES INC904$93.1K<0.01%-60013F-HRTimeline
Parallel Advisors, LLC901$92.9K<0.01%013F-HRTimeline
Larson Financial Group LLC892$91.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC866$89.2K<0.01%-2,03713F-HRTimeline
AlphaCore Capital LLC857$88.2K<0.01%+5413F-HRTimeline
Bernard Wealth Management Corp.839$86.4K0.04%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC837$86.2K0.01%+113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD800$82.4K<0.01%-1,20013F-HRTimelineGroup
WHITTIER TRUST CO750$79.4K<0.01%013F-HRTimeline
COMERICA BANK764$78.7K<0.01%-2,32113F-HRTimeline
Wealth Watch Advisors, INC737$75.9K0.03%+18513F-HRTimeline
PRIVATE TRUST CO NA734$75.6K0.01%-60013F-HRTimeline
Steward Partners Investment Advisory, L…715$73.6K<0.01%-2313F-HRTimeline
BLAIR WILLIAM & CO/IL682$70.2K<0.01%-1,05913F-HRTimeline
REAP Financial Group, LLC601$61.9K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.574$59.1K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC555$57.1K0.01%new13F-HRTimeline
GAMMA Investing LLC518$53.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.500$51.5K<0.01%013F-HRTimeline
Copia Wealth Management430$44.3K0.03%+19013F-HRTimeline
Bangor Savings Bank400$41.2K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC371$38.2K<0.01%-913F-HRTimeline
NewEdge Advisors, LLC329$33.9K<0.01%-89913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …300$31.8K<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…308$31.7K0.01%new13F-HRTimeline
DV Trading LLC300$30.9K<0.01%13F-HRTimeline
Noble Wealth Management PBC300$30.9K0.02%013F-HRTimeline
Strive Financial Group ,LLC300$30.9K0.02%13F-HR/ATimeline
Physician Wealth Advisors, Inc.290$29.9K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC269$27.7K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC262$27K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.250$25.7K<0.01%013F-HRTimeline
Winch Advisory Services, LLC239$24.6K0.01%+113F-HRTimeline
MCF Advisors LLC229$23.5K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc220$22.6K<0.01%+1613F-HRTimeline
Wagner Wealth Management, LLC216$22.3K<0.01%013F-HRTimeline
Estate Planners Group, LLC214$22K0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\210$21.6K<0.01%013F-HRTimelineGroup
IFC & Insurance Marketing, Inc.180$18K0.02%13F-HRTimeline
Independence Bank of Kentucky160$16.5K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC150$15.4K0.01%+5013F-HRTimeline
Financial Perspectives, Inc144$14.8K<0.01%013F-HRTimeline
Quantbot Technologies LP142$14.6K<0.01%-28413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC140$14.4K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV131$13.5K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT130$13.4K<0.01%013F-HRTimeline
IFP Advisors, Inc125$12.9K<0.01%+6513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…121$12.5K<0.01%-413F-HRTimelineGroup
CX Institutional114$12K<0.01%+1013F-HRTimeline
AE Wealth Management LLC113$11.7K<0.01%+2313F-HRTimeline
Bogart Wealth, LLC112$11.5K<0.01%-29,40313F-HRTimeline
Sound Income Strategies, LLC98$11.2K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources100$10.3K<0.01%-10013F-HRTimelineGroup
CITY HOLDING CO100$10.3K<0.01%+2513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC95$9.78K<0.01%013F-HRTimeline
Arax Advisory Partners94$9.68K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC71$7.78K<0.01%+3813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC74$7.6K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.72$7.37K<0.01%013F-HRTimeline
Rossby Financial, LCC68$7.01K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…64$6.61K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.51$5.25K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp43$4.43K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC42$4.31K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA40$4.12K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.31$3.19K<0.01%-313F-HRTimeline
Cypress Capital Management LLC (WY)30$3.09K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC30$3.09K<0.01%013F-HRTimeline
JNBA Financial Advisors21$2.16K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…20$2.06K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…14$1.45K<0.01%new13F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…10$1.03K<0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7$721<0.01%013F-HRTimeline
Triumph Capital Management4$412<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC2$206<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$103<0.01%new13F-HRTimeline