Skip to content
Disclosery

XHB SPDR SERIES TRUST

Follow

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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,345,359$260M0.04%-482,07013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,167,341$240M0.17%+1,556,78913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,453,355$161M0.01%-527,45913F-HR/ATimelineGroup
NATIXISin group Natixis Investment Managers1,100,751$122M0.66%+20413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/937,306$104M0.01%-214,09513F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC871,789$96.6M0.04%+787,45413F-HR/ATimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…800,000$88.6M0.16%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS720,762$79.9M0.06%+606,30513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO526,020$58.3M<0.01%-85,13513F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG516,270$57.2M0.01%-488,47313F-HRTimelineGroup
MIRAE ASSET SECURITIES (USA) INC.500,000$55.4M2.43%013F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP446,866$49.5M0.98%new13F-HRTimeline
Annex Advisory Services, LLC408,923$45.3M0.96%new13F-HRTimeline
LPL Financial LLC377,074$41.8M0.01%+117,98813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC359,770$39.9M0.03%+336,54813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA293,257$32.5M0.01%+180,29013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC238,919$26.5M0.01%+11,82113F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP228,660$25.3M0.03%+58,53513F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD205,864$22.8M0.3%-4013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN205,232$22.7M<0.01%+54,08813F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding200,734$22.2M0Timeline
Passaic Partners LLC165,314$18.3M2.21%new13F-HRTimeline
Atom Investors LP141,909$15.7M1.19%-42,81313F-HRTimeline
Kingsview Wealth Management, LLC140,059$15.5M0.24%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.135,664$15M<0.01%+16413F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …142,257$14.7M0.49%+4,51213F-HRTimelineGroup
CoreCap Advisors, LLC122,252$13.5M0.49%+121,96213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…110,144$12.2M0.02%+63,36013F-HRTimelineGroup
FIL Ltdin group FIL Ltd109,821$12.2M0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC93,520$10.4M0.05%+6,89913F-HRTimeline
Cetera Investment Advisers82,741$9.17M0.01%+19,81513F-HRTimeline
SURIENCE PRIVATE WEALTH LLC76,820$8.51M8.06%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC73,672$8.16M0.01%-1,42313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC64,200$7.11M<0.01%+39,25813F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC59,240$6.56M0.18%new13F-HRTimeline
Viewpoint Capital Management LLC58,729$6.51M2.86%+1,25013F-HRTimeline
SIMPLEX TRADING, LLC56,422$6.25M0.14%+21,65213F-HRTimeline
Verition Fund Management LLC56,034$6.21M0.04%+46,93813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…54,311$6.02M<0.01%+20,31813F-HRTimelineGroup
ELEMENT CAPITAL MANAGEMENT LLC50,000$5.54M7.85%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management49,711$5.51M0.19%+41,27213F-HRTimelineGroup
GTS SECURITIES LLC48,805$5.41M0.21%+28,35813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,613$5.01M0.01%+15,41413F-HRTimelineGroup
Point72 Hong Kong Ltd45,000$4.99M0.23%new13F-HRTimeline
Ellis Investment Partners, LLC43,604$4.83M0.87%+10,38613F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.42,965$4.76M0.06%-1,70413F-HR/ATimelineGroup
BlueCrest Capital Management Ltd41,497$4.6M0.28%new13F-HRTimeline
PETERSON WEALTH MANAGEMENT40,028$4.44M3.07%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…39,923$4.42M0.15%-6,80513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,756$4.29M0.01%-64013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.38,273$4.24M0.01%+2,41413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,956$4.21M<0.01%-18213F-HRTimelineGroup
North Star Investment Management Corp.37,171$4.12M0.26%+46513F-HRTimeline
Perbak Capital Partners LLP36,197$4.01M0.71%-27,13913F-HRTimeline
J. Goldman & Co LP35,404$3.92M0.15%-2513F-HRTimeline
BOS Asset Management, LLC34,436$3.82M1.08%-5813F-HRTimeline
Q3 Asset Management32,751$3.63M1.24%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd29,678$3.29M0.08%+26,38213F-HRTimeline
Bogart Wealth, LLC29,515$3.27M0.13%+1,06813F-HRTimeline
Bricktown Capital, LLC29,034$3.22M0.53%013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding28,946$3.21M-171,194Timeline
SG Americas Securities, LLC28,450$3.15M0.01%+13,07213F-HRTimeline
Maven Securities LTDin group Maven Securities LTD26,933$2.98M0.57%+18,68313F-HRTimelineGroup
DISCOVERY CAPITAL MANAGEMENT, LLC / CT26,700$2.96M0.16%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,946$2.87M<0.01%+7,53413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24,083$2.67M0.07%-27,44913F-HRTimelineGroup
AAFMAA Wealth Management & Trust LLC23,919$2.65M1.05%+32113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,932$2.54M<0.01%+18,98413F-HRTimelineGroup
Qube Research & Technologies Ltd22,893$2.54M<0.01%-221,95813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP22,868$2.53M0.27%+58313F-HRTimeline
CENTAURUS FINANCIAL, INC.22,309$2.47M0.12%-8213F-HRTimeline
K.J. Harrison & Partners Inc20,000$2.23M0.32%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL20,007$2.22M0.01%new13F-HR/ATimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.20,000$2.22M<0.01%-20,00013F-HRTimelineGroup
HRT FINANCIAL LP19,875$2.2M0.01%+11,70113F-HRTimeline
First Nebraska Trust Co19,634$2.18M0.2%-1,20313F-HRTimeline
IHT Wealth Management, LLC19,625$2.17M0.06%+12,65913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC19,617$2.17M<0.01%new13F-HRTimelineGroup
Choate Investment Advisors19,499$2.16M0.04%013F-HRTimeline
Institute for Wealth Management, LLC.19,389$2.15M0.22%-5513F-HRTimeline
MML INVESTORS SERVICES, LLC18,238$2.02M0.01%+3,71113F-HRTimeline
Cambridge Investment Research Advisors,…17,657$1.96M0.01%+5,06313F-HRTimeline
Advisory Services Network, LLC16,782$1.86M0.03%-1213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,889$1.65M<0.01%+1,75113F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…14,254$1.58M0.02%new13F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC14,095$1.56M0.29%new13F-HRTimeline
Janney Montgomery Scott LLC14,073$1.56M<0.01%-6,19513F-HRTimeline
Columbus Macro, LLC13,892$1.54M0.18%new13F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.13,821$1.53M0.02%new13F-HRTimeline
Alexis Investment Partners, LLC13,772$1.52M0.61%+77813F-HRTimeline
Quantitative Investment Management, LLC13,694$1.52M0.21%new13F-HRTimeline
GUIDANCE CAPITAL, INC13,346$1.45M0.38%+78313F-HRTimeline
Providence First Trust Co12,497$1.38M0.48%013F-HRTimeline
Sage Capital Management, LLC11,520$1.28M0.57%+1413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,396$1.26M<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,920$1.21M<0.01%+1,91313F-HRTimelineGroup
Summit Financial, LLC10,761$1.19M0.02%+2,30213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.10,665$1.18M0.13%013F-HRTimeline
Mariner, LLCin group Mariner, LLC10,389$1.15M<0.01%-1,04713F-HRTimelineGroup
CHARTIST INC /CA/10,288$1.14M0.78%13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC9,885$1.1M<0.01%new13F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC9,810$1.09M0.46%013F-HRTimeline
MEANS INVESTMENT CO., INC.9,318$1.03M0.09%-13813F-HRTimeline
Zweig-DiMenna Associates LLC9,200$1.02M0.08%-9,90013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,149$1.01M<0.01%+43913F-HRTimelineGroup
Thomist Capital Management, LP9,000$996K0.31%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.8,895$986K0.02%+95513F-HRTimeline
Sigma Planning Corp8,795$974K0.03%+66713F-HRTimeline
Capital Square, LLC8,722$966K0.49%+12913F-HRTimeline
Creative Planningin group Creative Planning8,636$957K<0.01%-21213F-HRTimelineGroup
BANQUE PICTET & CIE SA8,635$957K0.01%new13F-HRTimeline
Global Financial Private Client, LLC8,597$953K0.34%+45513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,299$920K<0.01%+66713F-HRTimelineGroup
HighTower Advisors, LLC8,236$913K<0.01%+2,05213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP8,230$912K0.07%+1,10013F-HRTimeline
St. Johns Investment Management Company…7,938$880K0.37%+45713F-HRTimeline
Accel Wealth Management7,775$862K0.25%+87813F-HRTimeline
Opal Wealth Advisors, LLC7,520$833K0.23%+2613F-HRTimeline
Sowell Financial Services LLC7,366$816K0.03%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …7,342$813K0.1%+6,27013F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC7,163$794K0.37%+39313F-HRTimeline
TWO SIGMA SECURITIES, LLC7,038$780K0.12%new13F-HRTimeline
FMR LLCin group FMR LLC6,997$775K<0.01%-3213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,006$750K<0.01%+38813F-HRTimeline
PINNACLE ASSOCIATES LTD6,754$748K0.01%013F-HRTimeline
Focus Financial Network, Inc.6,616$733K0.03%new13F-HRTimeline
Merit Financial Group, LLC6,401$709K0.01%-12,99113F-HR/ATimeline
Snowden Capital Advisors LLC6,316$700K0.02%+1,69413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,200$687K<0.01%-136,52413F-HRTimelineGroup
SMITH, MOORE & CO.6,072$673K0.05%+11913F-HRTimeline
Carl P. Sherr & Co., LLC6,024$667K0.32%+513F-HRTimeline
WEALTH EFFECTS LLC5,903$654K0.21%+1,00213F-HRTimeline
Cadent Capital Advisors, LLC5,892$653K0.17%new13F-HRTimeline
INVESTMENT HOUSE LLC5,851$648K0.03%new13F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.5,550$615K0.22%+613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,537$614K0.01%-6213F-HRTimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV5,507$610K0.52%+5,42813F-HRTimeline
Wealthfront Advisers LLC5,222$579K<0.01%+7113F-HRTimeline
Arkadios Wealth Advisors5,194$576K0.01%+49713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,049$559K<0.01%new13F-HRTimelineGroup
Inscription Capital, LLC4,940$547K0.06%-11513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,860$539K<0.01%+3,03113F-HRTimelineGroup
GROUP ONE TRADING LLC4,733$524K0.02%-15,38213F-HRTimeline
Jacobi Capital Management LLC4,670$517K0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,620$512K0.01%+93413F-HRTimelineGroup
Perennial Investment Advisors, LLC4,556$505K0.04%-1,31913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,379$485K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,112$456K<0.01%-1,41313F-HRTimelineGroup
WORLD EQUITY GROUP, INC.4,031$447K0.1%new13F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,054$445K<0.01%-5,60813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,002$443K<0.01%+213F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC4,000$443K0.03%013F-HRTimeline
Financial Freedom, LLC3,994$443K0.22%+213F-HRTimeline
CIBC WORLD MARKET INC.3,982$441K<0.01%-1,88113F-HRTimeline
Madden Advisory Services, Inc.3,964$439K0.17%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,842$426K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,728$413K0.01%-1,18413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,667$406K+49Timeline
Navis Wealth Advisors, LLC3,665$406K0.31%+513F-HRTimeline
Intrua Financial, LLC3,662$406K0.05%-2,16713F-HRTimeline
HB Wealth Management, LLC3,600$399K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,580$397K0.03%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.3,553$394K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,524$391K<0.01%-1513F-HRTimelineGroup
FORTRESS PRIVATE LEDGER, LLC3,488$386K0.14%new13F-HRTimeline
HMS Capital Management, LLC3,471$385K0.16%-7,03213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,461$384K0.19%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,435$381K<0.01%-4513F-HRTimeline
Field & Main Bank3,435$381K0.11%new13F-HRTimeline
Ring Mountain Capital, LLC3,410$378K0.21%-513F-HRTimeline
Ausdal Financial Partners, Inc.3,336$370K0.02%-47313F-HRTimeline
Smith Salley Wealth Management3,240$359K0.02%013F-HRTimeline
Maxele Advisors, LLC3,180$352K0.3%+1013F-HRTimeline
CWM, LLCin group CWM, LLC3,145$348K<0.01%-29,01013F-HRTimelineGroup
COMERICA BANK3,085$342K<0.01%+86413F-HRTimeline
CenterStar Asset Management, LLC3,006$333K0.63%new13F-HRTimeline
Ground Swell Capital, LLC2,991$331K0.72%new13F-HRTimeline
Aspen Investment Management Inc2,920$324K0.13%new13F-HRTimeline
Global Retirement Partners, LLC2,903$322K0.01%+2,67813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,851$316K<0.01%-70513F-HRTimelineGroup
Magnus Financial Group LLC2,808$311K0.02%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,787$309K<0.01%013F-HRTimelineGroup
Old North State Wealth Management, LLC2,750$305K0.14%+413F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,735$303K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,711$300K0.01%+4013F-HRTimeline
Meridian Wealth Management, LLC2,650$294K0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,620$290K0.02%013F-HRTimelineGroup
Belpointe Asset Management LLC2,604$289K0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,598$288K0.02%013F-HRTimeline
Schonfeld Strategic Advisors LLC2,562$284K<0.01%new13F-HRTimeline
ALTFEST L J & CO INC2,534$281K0.03%-39513F-HRTimeline
Moment Partners, LLC2,386$264K0.05%013F-HRTimeline
FLP Wealth Management, LLC2,347$260K0.73%new13F-HR/ATimeline
Orion Porfolio Solutions, LLC2,329$258K<0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,319$257K0.01%new13F-HRTimeline
SOL Capital Management CO2,300$255K0.02%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,283$253K0.08%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…2,274$252K0.09%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC2,226$247K0.01%new13F-HRTimeline
Waverly Advisors, LLC2,164$240K<0.01%-74913F-HRTimeline