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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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,968,028$288M0.05%-60,94913F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,338,136$130M0.13%+1,058,84613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,098,066$106M0.01%-165,67813F-HRTimelineGroup
NATIXISin group Natixis Investment Managers1,105,757$106M0.63%+505,21013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG856,383$83M0.02%+243,02913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/835,808$81M0.01%+233,95513F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…800,000$77.5M0.17%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS722,216$70M0.05%-37,92013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO705,482$68.4M0.01%-660,28713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC509,916$49.4M0.01%+13,87413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC481,896$46.7M0.04%-676,06513F-HRTimelineGroup
Qube Research & Technologies Ltd420,979$40.8M0.06%-45,37113F-HRTimeline
LPL Financial LLC286,011$27.7M0.01%-110,60513F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.250,000$24.2M1.04%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD205,359$19.9M0.37%-6,93413F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding200,734$19.4M0Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN199,201$19.3M<0.01%+56,48513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA156,896$15.2M<0.01%+21,23013F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.135,044$13.1M<0.01%-1313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC110,428$10.7M0.02%+71,42913F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP109,624$10.6M0.01%+73,32513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC105,009$10.2M<0.01%-309,94113F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.102,356$9.92M0.17%+98,46013F-HRTimelineGroup
Polar Asset Management Partners Inc.101,600$9.85M0.33%+6,30013F-HRTimeline
Atom Investors LP87,986$8.53M1.05%+21,25713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp79,376$7.69M0.86%+3,20313F-HRTimelineGroup
Passaic Partners LLC76,708$7.43M1.13%-2,45713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC73,607$7.13M<0.01%-36,58113F-HR/ATimelineGroup
GTS SECURITIES LLC71,258$6.9M0.3%-22,31313F-HRTimeline
HMS Capital Management, LLC71,830$6.46M3.59%+6,10413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…66,475$6.44M0.01%-74,75513F-HRTimelineGroup
Cetera Investment Advisers66,069$6.4M0.01%-90913F-HRTimeline
Eisler Capital Management Ltd.64,842$6.28M0.19%new13F-HRTimeline
Private Advisor Group, LLC59,705$5.79M0.03%-7,10313F-HRTimeline
Viewpoint Capital Management LLC57,988$5.62M3.02%+1,05913F-HRTimeline
Aster Capital Management (DIFC) Ltd52,259$5.3M0.98%+6,45913F-HRTimeline
J. Goldman & Co LP54,200$5.25M0.19%+5,66313F-HRTimeline
ELEMENT CAPITAL MANAGEMENT LLC50,000$4.84M1.2%new13F-HRTimeline
Federation des caisses Desjardins du Qu…49,844$4.83M0.02%+49,22413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…47,162$4.57M0.14%+4,28813F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.46,332$4.49M0.07%+3,60013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…45,143$4.37M0.2%+4,12513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,894$4.16M<0.01%-10,62713F-HRTimelineGroup
Graham Capital Management, L.P.42,000$4.07M0.13%+15,50013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,984$4.07M0.01%-2,62913F-HRTimeline
Vestcor Inc40,000$3.88M0.13%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding38,527$3.73M-70,821Timeline
TUDOR INVESTMENT CORP ET AL37,771$3.66M0.03%-22,34713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,386$3.53M0.01%+6,23413F-HRTimelineGroup
North Star Investment Management Corp.34,971$3.39M0.25%+82213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…34,254$3.32M<0.01%-1,38713F-HRTimelineGroup
BOS Asset Management, LLC33,237$3.22M1.11%new13F-HRTimeline
Ellis Investment Partners, LLC30,681$2.97M0.61%-41813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC30,084$2.92M0.01%-21,43713F-HR/ATimelineGroup
Bricktown Capital, LLC29,034$2.81M0.53%+25,00013F-HRTimeline
Bogart Wealth, LLC25,931$2.51M0.12%+1,83913F-HRTimeline
CWM, LLCin group CWM, LLC25,679$2.49M0.01%-4,41113F-HRTimelineGroup
Palumbo Wealth Management LLC24,900$2.41M0.81%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP24,899$2.41M0.29%-76913F-HRTimeline
AAFMAA Wealth Management & Trust LLC22,271$2.16M0.98%+11,90713F-HRTimeline
CENTAURUS FINANCIAL, INC.21,815$2.11M0.13%+58113F-HRTimeline
Merit Financial Group, LLC20,676$2M0.03%-1,53013F-HRTimeline
First Nebraska Trust Co20,621$2M0.2%-40213F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.20,000$1.94M0.01%new13F-HR/ATimelineGroup
Choate Investment Advisors19,499$1.89M0.05%013F-HRTimeline
Institute for Wealth Management, LLC.19,167$1.86M0.24%+31313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,884$1.73M<0.01%-46913F-HRTimelineGroup
GROUP ONE TRADING LLC16,127$1.56M0.07%new13F-HRTimeline
MML INVESTORS SERVICES, LLC15,908$1.54M0.01%-3,36713F-HRTimeline
Alexis Investment Partners, LLC15,960$1.54M0.74%-3313F-HRTimeline
Advisory Services Network, LLC15,252$1.48M0.03%+57013F-HRTimeline
Clarus Wealth Advisors14,413$1.35M0.72%-1,20413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,430$1.3M<0.01%+9,11713F-HRTimelineGroup
PEAK FINANCIAL ADVISORS LLC13,240$1.28M0.65%+55213F-HRTimeline
Cambridge Investment Research Advisors,…12,567$1.22M<0.01%-9,72813F-HRTimeline
SG Americas Securities, LLC12,535$1.22M<0.01%+6,34413F-HRTimeline
Providence First Trust Co12,497$1.21M0.49%013F-HRTimeline
Sage Capital Management, LLC12,028$1.17M0.63%-2,88813F-HRTimeline
Mariner, LLCin group Mariner, LLC11,925$1.16M<0.01%+60913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,795$1.14M<0.01%-9,07613F-HRTimelineGroup
Verition Fund Management LLC11,745$1.14M0.01%+2,64913F-HRTimeline
Lauer Wealth, LLC11,830$1.12M0.87%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,386$1.1M0.04%-3,37013F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/11,274$1.09M<0.01%013F-HRTimeline
Zhang Financial LLC11,030$1.07M0.06%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.10,871$1.05M0.13%013F-HRTimeline
SummitTX Capital, L.P.10,770$1.04M0.05%13F-HRTimeline
Pinnacle Financial Partners Inc10,514$1.02M0.02%+20313F-HRTimeline
Creative Planningin group Creative Planning10,173$986K<0.01%+16413F-HRTimelineGroup
GUIDANCE CAPITAL, INC10,018$974K0.3%+3,96713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,052$974K0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding9,854$955K-2,401Timeline
GARRISON POINT ADVISORS, LLC9,810$951K0.46%-30013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,634$934K<0.01%-21413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,555$926K<0.01%-4,03213F-HRTimelineGroup
MEANS INVESTMENT CO., INC.9,523$923K0.1%-2,67113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,518$922K<0.01%+1,64013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,710$844K<0.01%+5,71313F-HR/ATimelineGroup
Summit Financial, LLC8,474$821K0.02%+1513F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC8,375$812K0.65%13F-HRTimeline
Janney Montgomery Scott LLC8,244$799K<0.01%+28513F-HRTimeline
Global Financial Private Client, LLC8,066$782K0.3%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.7,906$766K0.02%+21213F-HRTimeline
Sigma Planning Corp7,876$763K0.02%-9513F-HRTimeline
Opal Wealth Advisors, LLC7,467$724K0.22%-813F-HRTimeline
FMR LLCin group FMR LLC7,409$718K<0.01%-72413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,371$708K<0.01%+2,01613F-HR/ATimelineGroup
IHT Wealth Management, LLC7,272$705K0.02%+53013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP7,125$690K0.06%+12513F-HRTimeline
Capital Square, LLC7,033$682K0.4%+38013F-HRTimeline
Accel Wealth Management6,976$676K0.24%+1,61913F-HRTimeline
Perennial Investment Advisors, LLC6,967$675K0.08%+69213F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,903$669K0.05%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC6,791$658K0.45%+36113F-HRTimeline
PINNACLE ASSOCIATES LTD6,754$654K0.01%013F-HRTimeline
CW Advisors, LLC6,666$654K0.01%new13F-HRTimeline
Intrua Financial, LLC6,360$616K0.1%-21713F-HRTimeline
Carl P. Sherr & Co., LLC6,014$583K0.32%+1113F-HRTimeline
Inscription Capital, LLC5,165$576K0.09%13F-HRTimeline
SMITH, MOORE & CO.5,945$576K0.05%+3713F-HRTimeline
HighTower Advisors, LLC5,877$569K<0.01%-12613F-HRTimeline
WEALTH EFFECTS LLC5,825$564K0.24%+413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.5,728$555K0.22%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,596$542K0.01%-57813F-HRTimelineGroup
Snowden Capital Advisors LLC5,523$535K0.02%-76713F-HRTimeline
St. Johns Investment Management Company…5,279$512K0.25%+4,65513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,253$509K0.01%-2,99613F-HRTimelineGroup
CIBC WORLD MARKET INC.5,073$492K<0.01%+90813F-HRTimeline
Bramshill Investments, LLC5,000$484K0.05%-3,00013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,964$481K<0.01%-1,33813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC4,904$475K0.02%+1,42613F-HRTimeline
Edgestream Partners, L.P.4,742$460K0.02%new13F-HRTimeline
Arkadios Wealth Advisors4,736$459K0.02%+71513F-HRTimeline
Total Wealth Planning & Management, Inc.4,690$454K0.47%+7013F-HRTimeline
Jacobi Capital Management LLC4,670$453K0.03%+30013F-HRTimeline
Gateway Wealth Partners, LLC4,633$449K0.1%-4013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,379$424K<0.01%-19,01813F-HR/ATimelineGroup
Ausdal Financial Partners, Inc.4,317$418K0.03%-913F-HRTimeline
NewEdge Advisors, LLC4,269$414K<0.01%-78113F-HRTimeline
Wealthfront Advisers LLC4,225$409K<0.01%+20213F-HRTimeline
Atria Wealth Solutions, Inc.4,123$400K<0.01%+12213F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,000$388K0.03%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,000$388K<0.01%013F-HRTimelineGroup
Financial Freedom, LLC3,990$387K0.22%+313F-HRTimeline
Madden Advisory Services, Inc.3,964$384K0.18%+113F-HRTimeline
Clarity Capital Partners LLC3,947$382K0.15%+29313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD3,900$378K<0.01%+2,50013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC3,842$372K<0.01%013F-HRTimeline
Maxele Advisors, LLC3,730$361K0.35%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,728$361K0.01%+65213F-HRTimelineGroup
Terra Nova Asset Management LLC3,712$360K0.28%+613F-HRTimeline
Navis Wealth Advisors, LLC3,654$354K0.35%+1213F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd3,579$347K0.01%-143,15813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,530$342K<0.01%+79213F-HRTimeline
SeaBridge Investment Advisors LLC3,505$340K0.07%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,461$335K0.19%013F-HRTimeline
Ring Mountain Capital, LLC3,418$331K0.25%-6013F-HRTimeline
HB Wealth Management, LLC3,400$329K<0.01%-1,08413F-HRTimeline
TD Waterhouse Canada Inc.3,387$329K<0.01%-4,83413F-HRTimeline
Prostatis Group LLC3,397$329K0.1%-8,33313F-HRTimeline
MONTAG A & ASSOCIATES INC3,328$323K0.02%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,636$316K<0.01%013F-HRTimelineGroup
Smith Salley Wealth Management3,240$314K0.02%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,203$310KnewTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,050$296K<0.01%+24513F-HRTimelineGroup
Guardian Partners Inc.3,110$286K0.03%013F-HRTimeline
ALTFEST L J & CO INC2,927$284K0.04%+413F-HRTimeline
Waverly Advisors, LLC2,913$282K<0.01%+15213F-HRTimeline
Magnus Financial Group LLC2,893$280K0.03%+19313F-HRTimeline
MACKENZIE FINANCIAL CORP2,820$273K<0.01%+23013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,787$270K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,779$269K0.01%new13F-HRTimeline
Total Clarity Wealth Management, Inc.2,544$266K0.09%013F-HRTimeline
Old North State Wealth Management, LLC2,742$266K0.15%+913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding2,464$258K-28,996Timeline
COMERICA BANK2,637$256K<0.01%+36713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,620$254K0.02%013F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…2,598$252K0.02%013F-HRTimeline
Integrated Advisors Network LLC2,585$250K0.01%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC2,570$249K0.07%013F-HRTimeline
American Financial Advisors, LLC2,542$246K0.04%+713F-HRTimeline
Trexquant Investment LP2,488$241K<0.01%new13F-HRTimeline
Delta Financial Group, Inc.2,390$239K0.05%+2013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,423$235K<0.01%-5,54013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC2,413$234K0.04%-5,54513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,400$233K<0.01%new13F-HRTimelineGroup
Moment Partners, LLC2,386$231K0.05%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,350$228K0.02%-40013F-HR/ATimeline
SOL Capital Management CO2,300$223K0.02%013F-HRTimeline
Private Wealth Advisors, LLC2,250$218K0.09%-9513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,160$209K0.08%new13F-HRTimeline
Quantbot Technologies LP2,136$207K0.01%-13,03013F-HRTimeline
Wilmington Savings Fund Society, FSB2,106$204K<0.01%-50013F-HRTimeline
Clearstead Advisors, LLC1,865$181K<0.01%013F-HRTimeline
Breakwater Investment Management1,720$167K0.07%-3113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,650$159K0.12%013F-HRTimeline
UMB Bank, n.a.1,545$150K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Manchester Capital Management LLC1,500$145K0.02%013F-HRTimeline
Parallel Advisors, LLC1,448$140K<0.01%+213F-HRTimeline
Register Financial Advisors LLC1,446$140K0.07%013F-HRTimeline