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Disclosery

XHE SPDR SERIES TRUST

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ST STR SP HCEQ (fund)

88 managers (88 13F filers) reported a position in XHE shares at 2025-03-31, 863,476 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
88
13F filers
88
New
5
Added
16
Reduced
26
Sold out
8
Shares held by filers
863,476

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
MORGAN STANLEYin group MORGAN STANLEY178,684$14.7M<0.01%+109,48313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101,883$8.37M<0.01%+2513F-HRTimelineGroup
UBS Group AGin group UBS Group AG69,045$5.68M<0.01%+19,11813F-HRTimelineGroup
LPL Financial LLC56,557$4.65M<0.01%-8,96213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,455$2.67M<0.01%+22,37613F-HRTimelineGroup
Atria Wealth Solutions, Inc.24,971$2.05M0.02%-55813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,292$1.91M<0.01%+21,00113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,174$1.82M<0.01%-75,60213F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,140$1.82M<0.01%-1,31213F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD20,963$1.72M0.03%013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…20,635$1.7M0.42%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,577$1.61M<0.01%-1,25913F-HRTimelineGroup
HighTower Advisors, LLC17,961$1.48M<0.01%-1913F-HRTimeline
Modern Wealth Management, LLC15,689$1.29M0.04%+1713F-HR/ATimeline
Clear Creek Financial Management, LLC14,829$1.22M0.13%-1,32713F-HRTimeline
NTV Asset Management LLC14,560$1.2M0.16%-1,10013F-HRTimeline
Pacific Sun Financial Corp13,995$1.15M0.65%+44613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,691$1.12M<0.01%+4013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,366$1.1M<0.01%-15413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,595$1.04M<0.01%-3,00113F-HRTimelineGroup
Cetera Investment Advisers9,826$808K<0.01%-94413F-HRTimeline
Northeast Financial Consultants Inc9,538$784K0.03%-56713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,893$731K0.27%+95013F-HRTimeline
Belpointe Asset Management LLC8,706$716K0.04%+89813F-HRTimeline
Cambridge Investment Research Advisors,…8,210$675K<0.01%-39513F-HRTimeline
Cornerstone Advisory, LLC8,000$628K0.07%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,528$619K<0.01%-2,47713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,360$605K<0.01%+63613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC6,704$551K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,809$478K<0.01%-48713F-HRTimelineGroup
MEANS INVESTMENT CO., INC.5,115$420K0.04%-6,55713F-HRTimeline
Waverly Advisors, LLC4,855$399K<0.01%013F-HRTimeline
Snowden Capital Advisors LLC4,557$375K0.01%new13F-HRTimeline
NorthCoast Asset Management LLC4,234$348K<0.01%-1,34113F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,991$328K<0.01%-11,97813F-HR/ATimelineGroup
Solutions 4 Wealth, Ltd3,535$291K0.51%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,513$289K0.05%+75613F-HRTimeline
MGB Wealth Management, LLC3,353$276K0.1%-57713F-HRTimeline
Financial Harvest, LLC2,728$253K0.21%new13F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM3,034$249K0.04%-57713F-HRTimelineGroup
Wealthfront Advisers LLC2,904$239K<0.01%-1,34213F-HRTimeline
Sherman Asset Management, Inc.2,783$229K0.22%+1,04213F-HRTimeline
GTS SECURITIES LLC2,711$223K0.01%013F-HRTimeline
HRT FINANCIAL LP2,681$220K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC2,579$212K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,540$209K<0.01%013F-HRTimeline
Quantum Private Wealth, LLC2,500$206K0.08%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,859$152K<0.01%+24313F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,750$144K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.1,466$120K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC1,292$106K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,164$95.7K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,029$84.6K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…814$66.9K<0.01%-1213F-HRTimelineGroup
Riggs Asset Managment Co. Inc.805$66.2K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…780$64.1K0.01%013F-HRTimeline
FMR LLCin group FMR LLC540$44.4K<0.01%+2013F-HRTimelineGroup
AE Wealth Management LLC480$39.5K<0.01%-613F-HRTimeline
WASHINGTON TRUST Co403$33.1K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…378$31.1K<0.01%013F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd307$25.1K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd302$24.8K<0.01%+2513F-HRTimeline
Prestige Wealth Management Group LLC278$22.9K<0.01%-5113F-HR/ATimeline
CoreCap Advisors, LLC246$20.2K<0.01%013F-HRTimeline
MAI Capital Management200$16.4K<0.01%013F-HRTimeline
Realta Investment Advisors200$16.4K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…200$16.4K<0.01%013F-HRTimeline
Park Square Financial Group, LLC200$16.4K0.01%013F-HRTimeline
Integrity Financial Corp /WA196$16.1K0.01%013F-HRTimeline
NewEdge Advisors, LLC195$16K<0.01%-2513F-HRTimeline
Continuum Advisory, LLC193$15.9K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…150$12.3K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC113$10K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC110$9.04K<0.01%013F-HRTimeline
COMERICA BANK101$8.3K<0.01%-313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\100$8.22K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…84$6.91K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.75$6K<0.01%new13F-HRTimeline
Copia Wealth Management54$4.44K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC38$3.13K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division26$2.14K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC25$2.06K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC25$2K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC20$1.64K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC17$1.4K<0.01%013F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC8$658<0.01%013F-HRTimeline
Nova Wealth Management, Inc.4$329<0.01%013F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.