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Disclosery

XHB SPDR SERIES TRUST

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SHS (fund)

303 managers (308 13F filers) reported a position in XHB shares at 2026-03-31, 14,384,466 shares in all. 51 filers opened a position and 55 filers sold out during the quarter.

Managers
303
13F filers
308
New
51
Added
94
Reduced
89
Sold out
55
Shares held by filers
14,384,466

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
J.W. COLE ADVISORS, INC.2,675$264K0.01%+413F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,657$262K<0.01%new13F-HRTimelineGroup
SACKS & ASSOCIATES, LLC2,571$254K0.19%-28613F-HRTimeline
FLP Wealth Management, LLC2,564$253K0.52%+17713F-HR/ATimeline
Pinnacle Wealth Management Advisory Gro…2,535$250K0.02%013F-HRTimeline
Independent Solutions Wealth Management…2,489$246K0.04%new13F-HRTimeline
ALTFEST L J & CO INC2,476$244K0.03%-6013F-HRTimeline
TD Waterhouse Canada Inc.2,374$236K<0.01%+1,80013F-HRTimeline
Prospera Financial Services Inc2,365$233K<0.01%-5513F-HRTimeline
HighPoint Advisor Group LLC2,354$232K0.01%-5213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,240$221K0.07%013F-HRTimeline
Beacon Pointe Advisors, LLC2,117$209K<0.01%new13F-HRTimeline
Waverly Advisors, LLC2,116$209K<0.01%-9913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,113$209K<0.01%new13F-HRTimelineGroup
Perennial Investment Advisors, LLC2,073$205K0.02%-1,06713F-HRTimeline
SeaBridge Investment Advisors LLC2,070$204K0.03%013F-HRTimeline
Edgestream Partners, L.P.2,033$201K0.01%new13F-HRTimeline
Strategic Wealth Advisors LLC2,000$197K0.16%013F-HRTimeline
Clearstead Advisors, LLC1,865$184K<0.01%-2513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,770$175K<0.01%+57213F-HRTimelineGroup
Breakwater Investment Management1,720$170K0.06%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,650$163K0.12%013F-HRTimeline
Register Financial Advisors LLC1,607$159K0.06%+6013F-HRTimeline
Manchester Capital Management LLC1,500$148K0.02%013F-HRTimeline
Operose Advisors LLC1,393$138K0.03%013F-HRTimeline
Farther Finance Advisors, LLC1,354$134K<0.01%+1,32413F-HRTimeline
Wilmington Savings Fund Society, FSB1,200$118K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC1,163$115K0.09%013F-HRTimeline
Allworth Financial LP1,146$113K<0.01%+613F-HRTimeline
Destiny Wealth Partners, LLC1,110$110K0.01%new13F-HRTimeline
MAI Capital Management1,087$107K<0.01%013F-HRTimeline
UMB Bank, n.a.1,000$98.7K<0.01%-54513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BLAIR WILLIAM & CO/IL982$96.9K<0.01%+30013F-HRTimeline
Larson Financial Group LLC946$93.4K<0.01%+5413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding916$90.5K0Timeline
Parallel Advisors, LLC902$89.1K<0.01%+113F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA900$88.8K<0.01%-5013F-HRTimelineGroup
SIMPLEX TRADING, LLC895$88.4K<0.01%-16,48613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC839$82.8K0.01%+213F-HRTimeline
Bernard Wealth Management Corp.839$82.8K0.04%013F-HRTimeline
AlphaCore Capital LLC760$75K<0.01%-9713F-HRTimeline
WHITTIER TRUST CO750$74.4K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC749$73.9K<0.01%-64,35413F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC555$54.8K0.01%013F-HRTimeline
GAMMA Investing LLC518$51.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.500$49.4K<0.01%013F-HRTimeline
Financial Life Planners437$43.1K0.03%new13F-HRTimeline
Copia Wealth Management430$42.5K0.03%013F-HRTimeline
Bangor Savings Bank400$39.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC378$37.3K<0.01%+713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.370$36.5K0.03%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…349$34.5K0.01%+4113F-HRTimeline
NewEdge Advisors, LLC329$32.5K<0.01%013F-HR/ATimeline
PRIVATE TRUST CO NA322$31.8K<0.01%-41213F-HRTimeline
Strive Financial Group ,LLC300$30K0.02%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …300$29.4K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.290$28.6K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC269$26.6K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC262$25.9K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.250$24.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC244$24.1K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC239$23.6K0.01%013F-HRTimeline
MCF Advisors LLC229$22.6K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC217$21.4K<0.01%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\210$20.7K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc205$20.2K<0.01%-1513F-HRTimeline
Twin Tree Management, LP148$14.6K<0.01%new13F-HRTimeline
Financial Perspectives, Inc144$14.2K<0.01%013F-HRTimeline
AE Wealth Management LLC136$13.4K<0.01%+2313F-HRTimeline
True Wealth Design, LLC131$12.9K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV131$12.9K<0.01%013F-HRTimeline
IFP Advisors, Inc125$12.3K<0.01%013F-HRTimeline
CX Institutional104$10K<0.01%-1013F-HRTimeline
CITY HOLDING CO100$9.87K<0.01%013F-HRTimeline
Wall Street Financial Group, Inc.100$9.87K0.01%new13F-HRTimeline
Sound Income Strategies, LLC98$9.72K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC95$9.38K<0.01%013F-HRTimeline
Arax Advisory Partners94$9.28K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC74$7.31K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC69$6.87K<0.01%+113F-HRTimeline
Bogart Wealth, LLC66$6.52K<0.01%-4613F-HRTimeline
Sunbelt Securities, Inc.65$6.37K<0.01%-713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…64$6.37K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…51$5.04K<0.01%-7013F-HRTimelineGroup
LANARK FINANCIAL, INC.51$5.03K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC50$4.85K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp43$4.25K<0.01%013F-HRTimelineGroup
Capital Advisor Network LLC43$4.25K0.01%13F-HR/ATimeline
PETERSON WEALTH MANAGEMENT35$3.46K<0.01%-27,52213F-HRTimeline
Cypress Capital Management LLC (WY)30$2.96K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.28$2.76K<0.01%-313F-HRTimeline
Measured Wealth Private Client Group, L…14$1.39K<0.01%013F-HRTimeline
POM Investment Strategies, LLC10$989<0.01%new13F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…10$988<0.01%013F-HRTimeline
Portus Wealth Advisors, LLC8$790<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7$691<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5$494<0.01%new13F-HRTimeline
Triumph Capital Management4$395<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC3$296<0.01%-1,05213F-HRTimeline
Golden State Wealth Management, LLC2$197<0.01%013F-HRTimeline
Cornerstone Planning Group LLC1$103<0.01%-7013F-HRTimeline
Parallax Volatility Advisers, L.P.1$99<0.01%013F-HRTimeline
Main Street Group, LTD1$99<0.01%new13F-HRTimeline