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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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,827,429$279M0.05%-140,59913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,980,814$195M0.01%+882,74813F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,202,000$118M1.36%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,151,401$113M0.01%+315,59313F-HRTimelineGroup
NATIXISin group Natixis Investment Managers1,100,547$108M0.54%-5,21013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,004,743$99M0.02%+148,36013F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…800,000$78.9M0.16%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO611,155$60.2M<0.01%-94,32713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC610,552$60.2M0.04%+128,65613F-HRTimelineGroup
MIRAE ASSET SECURITIES (USA) INC.500,000$49.3M2.18%+250,00013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD400,000$39.4M0.1%new13F-HRTimeline
LPL Financial LLC259,086$25.5M0.01%-26,92513F-HRTimeline
Qube Research & Technologies Ltd244,851$24.1M0.03%-176,12813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC227,098$22.4M0.01%+122,08913F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD205,904$20.3M0.27%+54513F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding200,734$19.8M0Timeline
Walleye Capital LLCgroup of 2 filers holding200,140$19.7M+161,613Timeline
Atom Investors LP184,722$18.2M1.61%+96,73613F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP170,125$16.8M0.02%+60,50113F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …137,745$15.3M0.59%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN151,144$14.9M<0.01%-48,05713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC142,724$14.1M0.02%+32,29613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.135,500$13.4M<0.01%+45613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS114,457$11.3M0.01%-607,75913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA112,967$11.1M<0.01%-43,92913F-HR/ATimelineGroup
Private Advisor Group, LLC86,621$8.54M0.05%+26,91613F-HRTimeline
Graham Capital Management, L.P.86,000$8.48M0.26%+44,00013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC84,335$8.31M<0.01%+10,72813F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC75,095$7.4M0.01%-1,263,04113F-HRTimelineGroup
Perbak Capital Partners LLP63,336$6.24M1.41%new13F-HRTimeline
Cetera Investment Advisers62,926$6.2M0.01%-3,14313F-HRTimeline
Guardian Partners Inc.55,462$5.82M0.52%+52,35213F-HRTimeline
Viewpoint Capital Management LLC57,479$5.67M2.78%-50913F-HRTimeline
Aster Capital Management (DIFC) Ltd52,038$5.13M1.16%-22113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…51,532$5.08M0.14%+4,37013F-HRTimelineGroup
ELEMENT CAPITAL MANAGEMENT LLC50,000$4.93M12.05%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management48,468$4.78M0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,784$4.61M0.01%-19,69113F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…46,728$4.61M0.18%+1,58513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.44,669$4.4M0.06%-1,66313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…40,416$3.98M0.02%-9,42813F-HRTimeline
Vestcor Inc40,000$3.94M0.12%013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.40,000$3.94M0.01%+20,00013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC39,396$3.88M0.01%-2,58813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,138$3.76M<0.01%-4,75613F-HRTimelineGroup
North Star Investment Management Corp.36,706$3.62M0.25%+1,73513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,859$3.53M0.01%+26,22513F-HRTimelineGroup
J. Goldman & Co LP35,429$3.49M0.11%-18,77113F-HRTimeline
SIMPLEX TRADING, LLC34,770$3.43M0.09%new13F-HRTimeline
BOS Asset Management, LLC34,494$3.4M1.08%+1,25713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…33,993$3.35M<0.01%-26113F-HRTimelineGroup
Ellis Investment Partners, LLC33,218$3.27M0.64%+2,53713F-HRTimeline
CWM, LLCin group CWM, LLC32,155$3.17M0.01%+6,47613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,199$2.88M0.01%-7,18713F-HR/ATimelineGroup
Bricktown Capital, LLC29,034$2.86M0.52%013F-HRTimeline
Bogart Wealth, LLC28,447$2.8M0.12%+2,51613F-HRTimeline
WOLVERINE TRADING, LLC25,188$2.48M0.06%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,942$2.46M<0.01%-484,97413F-HRTimelineGroup
Palumbo Wealth Management LLC24,900$2.45M0.76%013F-HRTimeline
AAFMAA Wealth Management & Trust LLC23,598$2.33M0.96%+1,32713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC23,222$2.29M<0.01%+20,82213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.22,391$2.21M0.13%+57613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP22,285$2.2M0.26%-2,61413F-HRTimeline
GTS SECURITIES LLC20,447$2.02M0.09%-50,81113F-HRTimeline
Janney Montgomery Scott LLC20,268$2M0.01%+12,02413F-HRTimeline
GROUP ONE TRADING LLC20,115$1.98M0.06%+3,98813F-HRTimeline
First Nebraska Trust Co20,837$1.97M0.19%+21613F-HRTimeline
Choate Investment Advisors19,499$1.92M0.04%013F-HRTimeline
Institute for Wealth Management, LLC.19,444$1.92M0.21%+27713F-HRTimeline
Merit Financial Group, LLC19,392$1.91M0.02%-1,28413F-HRTimeline
Zweig-DiMenna Associates LLC19,100$1.88M0.19%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,412$1.81M<0.01%+52813F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.17,490$1.72M0.07%new13F-HRTimelineGroup
Advisory Services Network, LLC16,794$1.71M0.03%+1,54213F-HRTimeline
SG Americas Securities, LLC15,378$1.52M0.01%+2,84313F-HRTimeline
MML INVESTORS SERVICES, LLC14,527$1.43M<0.01%-1,38113F-HRTimeline
GUIDANCE CAPITAL, INC12,563$1.3M0.37%+2,54513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,138$1.3M<0.01%-29213F-HRTimelineGroup
Alexis Investment Partners, LLC12,994$1.28M0.55%-2,96613F-HRTimeline
Cambridge Investment Research Advisors,…12,594$1.24M<0.01%+2713F-HRTimeline
Providence First Trust Co12,497$1.23M0.44%013F-HRTimeline
Sage Capital Management, LLC11,506$1.13M0.55%-52213F-HRTimeline
Mariner, LLCin group Mariner, LLC11,436$1.13M<0.01%-48913F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.10,665$1.05M0.12%-20613F-HRTimeline
HMS Capital Management, LLC10,503$1.04M0.47%-61,32713F-HRTimeline
GARRISON POINT ADVISORS, LLC9,810$967K0.44%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,807$967K0.01%-24513F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.9,662$949K0.01%new13F-HRTimeline
CW Advisors, LLC9,508$937K0.01%+2,84213F-HRTimeline
MEANS INVESTMENT CO., INC.9,456$932K0.09%-6713F-HRTimeline
Greenland Capital Management LP9,139$901K0.12%new13F-HRTimeline
Capital Square, LLC8,593$900K0.48%+1,56013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,117$899K0.04%new13F-HRTimelineGroup
Verition Fund Management LLC9,096$897K0.01%-2,64913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,007$887K<0.01%+1,63613F-HRTimelineGroup
Creative Planningin group Creative Planning8,848$872K<0.01%-1,32513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth8,710$859K<0.01%013F-HRTimelineGroup
Summit Financial, LLC8,459$834K0.02%-1513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,439$832K0.03%-2,94713F-HRTimelineGroup
Maven Securities LTDin group Maven Securities LTD8,250$813K0.21%new13F-HRTimelineGroup
HRT FINANCIAL LP8,174$805K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC8,142$803K0.3%+7613F-HRTimeline
Sigma Planning Corp8,128$801K0.02%+25213F-HRTimeline
HARBOUR INVESTMENTS, INC.7,940$783K0.02%+3413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,632$752K<0.01%-1,92313F-HRTimelineGroup
Opal Wealth Advisors, LLC7,494$739K0.2%+2713F-HRTimeline
St. Johns Investment Management Company…7,481$737K0.34%+2,20213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP7,391$729K<0.01%new13F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP7,130$703K0.06%+513F-HRTimeline
FMR LLCin group FMR LLC7,029$693K<0.01%-38013F-HRTimelineGroup
IHT Wealth Management, LLC6,966$687K0.02%-30613F-HRTimeline
Accel Wealth Management6,897$680K0.23%-7913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,618$679K<0.01%-2,90013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC6,770$667K0.34%-2113F-HRTimeline
PINNACLE ASSOCIATES LTD6,754$666K0.01%013F-HRTimeline
HighTower Advisors, LLC6,184$610K<0.01%+30713F-HRTimeline
Carl P. Sherr & Co., LLC6,019$593K0.3%+513F-HRTimeline
SMITH, MOORE & CO.5,953$587K0.05%+813F-HRTimeline
Perennial Investment Advisors, LLC5,875$579K0.06%-1,09213F-HRTimeline
CIBC WORLD MARKET INC.5,863$578K<0.01%+79013F-HRTimeline
Intrua Financial, LLC5,829$575K0.08%-53113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,599$552K0.01%+313F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.5,544$546K0.21%-18413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding5,525$545K-4,329Timeline
Pinnacle Financial Partners Inc5,370$529K0.01%-5,14413F-HRTimeline
Wealthfront Advisers LLC5,151$508K<0.01%+92613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,090$502K<0.01%new13F-HRTimelineGroup
Inscription Capital, LLC5,055$498K0.07%-11013F-HRTimeline
Shay Capital LLC5,000$493K0.11%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,912$484K0.01%+813F-HRTimeline
WEALTH EFFECTS LLC4,901$483K0.18%-92413F-HRTimeline
Arkadios Wealth Advisors4,697$463K0.01%-3913F-HRTimeline
Jacobi Capital Management LLC4,670$460K0.03%013F-HRTimeline
Total Wealth Planning & Management, Inc.4,645$458K0.4%-4513F-HRTimeline
Snowden Capital Advisors LLC4,622$456K0.01%-90113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,379$432K<0.01%013F-HR/ATimelineGroup
SIH Partners, LLLPin group SIH Partners, LLLP4,137$408K0.04%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC4,000$394K0.02%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,000$394K<0.01%013F-HR/ATimelineGroup
Financial Freedom, LLC3,992$394K0.21%+213F-HRTimeline
Atria Wealth Solutions, Inc.3,985$393K0.01%-13813F-HRTimeline
Madden Advisory Services, Inc.3,964$391K0.17%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,948$389K<0.01%-1,01613F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC3,842$379K<0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.3,809$375K0.03%-50813F-HRTimeline
Terra Nova Asset Management LLC3,714$366K0.26%+213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,686$363K0.01%-1,56713F-HRTimelineGroup
Navis Wealth Advisors, LLC3,660$361K0.3%+613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,618$357K+415Timeline
HB Wealth Management, LLC3,600$355K<0.01%+20013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,556$351K<0.01%+50613F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,539$349K<0.01%-18913F-HRTimelineGroup
Ring Mountain Capital, LLC3,415$346K0.21%-313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,480$343K<0.01%-5013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,461$341K0.17%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,296$325K0.01%-3,60713F-HRTimeline
Smith Salley Wealth Management3,240$319K0.02%013F-HRTimeline
MACKENZIE FINANCIAL CORP3,200$315K<0.01%+38013F-HRTimeline
Maxele Advisors, LLC3,170$312K0.27%-56013F-HRTimeline
SeaBridge Investment Advisors LLC3,018$297K0.06%-48713F-HRTimeline
ALTFEST L J & CO INC2,929$289K0.03%+213F-HRTimeline
Waverly Advisors, LLC2,913$287K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,904$286K0.01%-42413F-HRTimeline
Magnus Financial Group LLC2,808$277K0.02%-8513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,787$275K<0.01%013F-HRTimelineGroup
Old North State Wealth Management, LLC2,746$271K0.14%+413F-HRTimeline
J.W. COLE ADVISORS, INC.2,671$263K0.01%-10813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,620$258K0.02%013F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…2,598$256K0.02%013F-HRTimeline
Integrated Advisors Network LLC2,585$255K0.01%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC2,570$253K0.06%013F-HRTimeline
American Financial Advisors, LLC2,546$251K0.04%+413F-HRTimeline
Moment Partners, LLC2,386$235K0.04%013F-HRTimeline
SOL Capital Management CO2,300$227K0.02%013F-HRTimeline
Clarity Capital Partners LLC2,257$222K0.08%-1,69013F-HRTimeline
COMERICA BANK2,221$219K<0.01%-41613F-HRTimeline
Trexquant Investment LP2,179$215K<0.01%-30913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,160$213K0.07%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,108$208K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC2,077$205K0.04%-2,55613F-HRTimeline
Clearstead Advisors, LLC1,865$184K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,838$181K<0.01%-2,43113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,831$180K+1,781Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,829$180K<0.01%-1,80713F-HRTimelineGroup
Breakwater Investment Management1,720$170K0.07%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,650$159K0.13%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,606$158K<0.01%-50013F-HRTimeline
UMB Bank, n.a.1,545$152K<0.01%013F-HR/ATimeline
Manchester Capital Management LLC1,500$148K0.02%013F-HRTimeline
Register Financial Advisors LLC1,447$143K0.06%+113F-HRTimeline
Allworth Financial LP1,230$121K<0.01%+30013F-HRTimeline
BLAIR WILLIAM & CO/IL1,089$107K<0.01%+32513F-HRTimeline
MAI Capital Management1,087$107K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,082$107K<0.01%-36613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,072$106K0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC1,054$104K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC1,000$98.6K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…943$96.8K0.02%013F-HRTimelineGroup
Transce3nd, LLC971$95.7K0.04%-7313F-HRTimeline
Glenmede Investment Management, LP950$93.6K<0.01%13F-HRTimeline