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Disclosery

XHE SPDR SERIES TRUST

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ST STR SP HCEQ (fund)

91 managers (91 13F filers) reported a position in XHE shares at 2024-12-31, 900,916 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
91
13F filers
91
New
7
Added
17
Reduced
25
Sold out
11
Shares held by filers
900,916

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101,858$9.02M<0.01%+31713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC97,776$8.65M<0.01%+32,37513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY69,201$6.13M<0.01%-1,75313F-HR/ATimelineGroup
LPL Financial LLC65,519$5.8M<0.01%-27,99613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$4.43M<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG49,927$4.42M<0.01%-3,69813F-HRTimelineGroup
SFI Advisors, LLC41,966$3.71M2.61%+75013F-HRTimeline
Atria Wealth Solutions, Inc.25,529$2.26M0.02%-67513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,452$2.08M<0.01%+7,10413F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD20,963$1.86M0.03%-36813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,836$1.84M<0.01%-2,71713F-HRTimelineGroup
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…20,635$1.82M0.44%013F-HRTimelineGroup
HighTower Advisors, LLC17,980$1.59M<0.01%-86813F-HRTimeline
Clear Creek Financial Management, LLC16,156$1.43M0.15%-2,18613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,969$1.41M<0.01%+4,02913F-HRTimelineGroup
Modern Wealth Management, LLC15,672$1.39M0.05%new13F-HR/ATimeline
NTV Asset Management LLC15,660$1.39M0.18%-35013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,596$1.38M<0.01%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,651$1.21M<0.01%-75713F-HRTimeline
Pacific Sun Financial Corp13,549$1.2M0.65%+39813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,520$1.2M<0.01%-11,31013F-HRTimelineGroup
MEANS INVESTMENT CO., INC.11,672$1.03M0.11%013F-HRTimeline
Cetera Investment Advisers10,770$953K<0.01%-5,37013F-HRTimeline
Northeast Financial Consultants Inc10,105$894K0.04%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,079$892K<0.01%-3,33713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,005$886K<0.01%-14213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…8,605$762K<0.01%-1,68013F-HRTimeline
Cornerstone Advisory, LLC8,000$731K0.08%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…7,943$703K0.28%new13F-HRTimeline
Belpointe Asset Management LLC7,808$702K0.04%+36613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,724$595K<0.01%-5,04813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC6,704$593K<0.01%-74913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,296$557K<0.01%+1,15613F-HRTimelineGroup
NorthCoast Asset Management LLC5,575$493K<0.01%+31113F-HR/ATimeline
Waverly Advisors, LLC4,855$430K0.01%new13F-HRTimeline
Wealthfront Advisers LLC4,246$376K<0.01%+26513F-HR/ATimeline
MGB Wealth Management, LLC3,930$348K0.11%013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM3,611$320K0.05%-3,35613F-HRTimelineGroup
Solutions 4 Wealth, Ltd3,535$313K0.57%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,757$264K0.04%+33613F-HRTimeline
World Investment Advisors2,870$254K0.01%-5813F-HRTimeline
Main Street Financial Solutions, LLC2,786$247K0.02%-21013F-HRTimeline
GTS SECURITIES LLC2,711$240K0.01%013F-HRTimeline
Janney Montgomery Scott LLC2,579$228K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,540$225K<0.01%-19713F-HRTimeline
Quantum Private Wealth, LLC2,500$221K0.07%013F-HRTimeline
Meridian Financial Advisors, LLC2,475$219K0.15%-10013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,291$203K<0.01%+2313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,286$202K<0.01%-26313F-HRTimelineGroup
FLOW TRADERS U.S. LLC2,270$201K0.01%-4,16813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,750$155K<0.01%013F-HRTimelineGroup
Sherman Asset Management, Inc.1,741$154K0.14%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,616$143K<0.01%+41713F-HRTimelineGroup
Sunbelt Securities, Inc.1,466$129K0.01%+16113F-HRTimeline
Jackson Hole Capital Partners, LLC1,292$114K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,164$103K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…826$73.1K<0.01%+7713F-HRTimelineGroup
Riggs Asset Managment Co. Inc.805$71.1K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…780$69K0.01%013F-HRTimeline
FMR LLCin group FMR LLC520$46K<0.01%+1513F-HRTimelineGroup
AE Wealth Management LLC486$43K<0.01%new13F-HRTimeline
WASHINGTON TRUST Co403$35.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…378$33.5K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC329$29.1K0.01%013F-HR/ATimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd307$27.1K<0.01%013F-HRTimelineGroup
Sandy Spring Bank300$26.6K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd277$24.5K<0.01%+18213F-HRTimeline
CoreCap Advisors, LLC246$21.8K<0.01%013F-HRTimeline
NewEdge Advisors, LLC220$19.5K<0.01%013F-HRTimeline
Realta Investment Advisors200$18K0.01%013F-HRTimeline
MAI Capital Management200$17.7K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…200$17.7K<0.01%013F-HRTimeline
Park Square Financial Group, LLC200$17.7K0.01%13F-HRTimeline
Integrity Financial Corp /WA196$17.3K0.01%013F-HRTimeline
Continuum Advisory, LLC193$17.1K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…150$13.3K0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC113$10K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC110$9.74K<0.01%013F-HRTimeline
COMERICA BANK104$9.21K<0.01%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\100$8.85K<0.01%-6013F-HRTimelineGroup
Steward Partners Investment Advisory, L…84$7.43K<0.01%013F-HRTimeline
Copia Wealth Management54$4.78K<0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC38$3.37K<0.01%13F-HRTimeline
Central Pacific Bank - Trust Division26$2.3K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC25$2.22K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC25$2K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC20$1.77K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC17$1.5K<0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC8$708<0.01%13F-HRTimeline
Nova Wealth Management, Inc.4$354<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.