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Disclosery

XHE SPDR SERIES TRUST

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ST STR SP HCEQ (fund)

76 managers (76 13F filers) reported a position in XHE shares at 2026-06-30, 1,202,272 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
76
13F filers
76
New
14
Added
14
Reduced
22
Sold out
10
Shares held by filers
1,202,272

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO327,802$28.2M<0.01%+225,81013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY224,935$18.9M<0.01%+24,41813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC130,220$11M<0.01%-81813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$4.21M<0.01%+25,00013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,014$3.79M<0.01%+17,52513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/40,755$3.43M<0.01%-46,60013F-HRTimelineGroup
UBS Group AGin group UBS Group AG40,535$3.41M<0.01%+4,43613F-HRTimelineGroup
LPL Financial LLC39,396$3.32M<0.01%+1,96013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,579$2.15M<0.01%+24,57813F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD20,635$1.74M0.01%-10313F-HRTimelineGroup
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…20,635$1.74M0.21%013F-HRTimelineGroup
HighTower Advisors, LLC17,982$1.51M<0.01%-2613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,679$1.49M<0.01%-14,36513F-HRTimelineGroup
Lane Generational LLC14,849$1.25M1.1%new13F-HRTimeline
Cambridge Investment Research Advisors,…13,789$1.16M<0.01%+4,75513F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,965$1.01M<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC11,762$991K0.03%new13F-HRTimeline
Pacific Sun Financial Corp10,625$895K0.37%-2,34213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,095$850K<0.01%-2,56513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,052$762K<0.01%+3,16913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP8,890$749K<0.01%-69813F-HR/ATimelineGroup
Cornerstone Advisory, LLC8,000$674K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,645$644K0.01%013F-HRTimeline
Wealthfront Advisers LLC7,389$622K<0.01%+1,02513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,207$607K<0.01%-1,81413F-HRTimeline
NTV Asset Management LLC6,710$565K0.06%-1,00013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,580$554K<0.01%+21213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,259$527K<0.01%-37013F-HRTimelineGroup
IHT Wealth Management, LLC5,707$481K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,959$418K<0.01%+54513F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,937$416K0.11%-8313F-HRTimeline
Waverly Advisors, LLC4,855$409K<0.01%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group4,184$352K0.03%new13F-HRTimelineGroup
RASP WEALTH SOLUTIONS, LLC4,084$344K0.11%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,843$324K<0.01%-16,04413F-HRTimelineGroup
Cetera Investment Advisers3,149$265K<0.01%-1,18313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,105$262K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC2,677$226K<0.01%new13F-HRTimeline
MEANS INVESTMENT CO., INC.2,565$216K0.02%-26913F-HRTimeline
Quantum Private Wealth, LLC2,500$211K0.05%new13F-HRTimeline
Integrated Wealth Concepts LLC2,166$182K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,750$147K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,685$142K<0.01%-46313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,190$100K<0.01%-4,15613F-HRTimelineGroup
Capital Investment Advisory Services, L…1,180$99.4K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP809$69.8K<0.01%-23413F-HRTimelineGroup
Sherman Asset Management, Inc.585$49.3K0.04%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…563$47.4K<0.01%-26013F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd454$38K<0.01%+14713F-HRTimelineGroup
TD Waterhouse Canada Inc.428$36.6K<0.01%-6513F-HRTimeline
N.E.W. Advisory Services LLC433$36.5K<0.01%013F-HRTimeline
Arax Advisory Partners264$22.2K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd208$17.5K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC200$16.8K<0.01%013F-HRTimeline
Continuum Advisory, LLC193$16.3K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…150$12.7K0.01%013F-HRTimeline
Farther Finance Advisors, LLC115$9.69K<0.01%013F-HRTimeline
AE Wealth Management LLC114$9.6K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…113$9.52K<0.01%-313F-HRTimelineGroup
CoreCap Advisors, LLC112$9.43K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.110$9K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FMR LLCin group FMR LLC105$8.84K<0.01%-16213F-HRTimelineGroup
IFG Advisory, LLC97$8.17K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC95$8.02K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…84$7.08K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV80$6.74K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.75$6.32K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…68$5.73K<0.01%+913F-HRTimeline
Golden State Wealth Management, LLC67$5.64K<0.01%013F-HRTimeline
Copia Wealth Management54$4.55K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC40$3.37K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.37$3.12K<0.01%new13F-HRTimeline
Larson Financial Group LLC35$2.95K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division26$2.19K<0.01%013F-HRTimeline
ARK Investment Management LLC21$1.8K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA17$1.43K<0.01%new13F-HRTimeline