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Disclosery

XHE SPDR SERIES TRUST

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ST STR SP HCEQ (fund)

80 managers (80 13F filers) reported a position in XHE shares at 2025-06-30, 728,848 shares in all. 1 filer opened a position and 9 filers sold out during the quarter.

Managers
80
13F filers
80
New
1
Added
17
Reduced
27
Sold out
9
Shares held by filers
728,848

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
MORGAN STANLEYin group MORGAN STANLEY154,886$12.6M<0.01%-23,79813F-HRTimelineGroup
UBS Group AGin group UBS Group AG70,767$5.75M<0.01%+1,72213F-HRTimelineGroup
LPL Financial LLC49,210$4M<0.01%-7,34713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,679$2.82M<0.01%+2,22413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,244$2.37M<0.01%+9,66713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,750$2.01M<0.01%+1,45813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,202$1.97M<0.01%+2,06213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,552$1.91M<0.01%+16,19213F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD20,738$1.68M0.02%-22513F-HRTimelineGroup
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…20,635$1.68M0.37%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,589$1.59M<0.01%+15,59813F-HR/ATimelineGroup
Modern Wealth Management, LLC19,164$1.56M0.04%+3,47513F-HR/ATimeline
HighTower Advisors, LLC17,998$1.46M<0.01%+3713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,627$1.27M<0.01%+2,26113F-HRTimelineGroup
Pacific Sun Financial Corp13,926$1.13M0.59%-6913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,684$1.11M<0.01%-8,49013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,376$1.09M<0.01%+78113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,946$1.05M<0.01%-74513F-HRTimeline
NTV Asset Management LLC11,860$963K0.12%-2,70013F-HRTimeline
Clear Creek Financial Management, LLC10,713$870K0.08%-4,11613F-HRTimeline
Northeast Financial Consultants Inc9,538$775K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…9,087$738K<0.01%+87713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,893$722K0.24%013F-HRTimeline
Cetera Investment Advisers8,884$721K<0.01%-94213F-HRTimeline
Cornerstone Advisory, LLC8,000$650K0.07%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,483$608K<0.01%-4513F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC6,775$550K<0.01%+7113F-HRTimelineGroup
NorthCoast Asset Management LLC6,557$532K<0.01%+2,32313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,685$462K<0.01%-12413F-HRTimelineGroup
MEANS INVESTMENT CO., INC.4,921$400K0.04%-19413F-HRTimeline
Waverly Advisors, LLC4,855$394K<0.01%013F-HRTimeline
Snowden Capital Advisors LLC4,557$370K0.01%013F-HRTimeline
Solutions 4 Wealth, Ltd3,535$287K0.48%013F-HRTimeline
MGB Wealth Management, LLC3,164$257K0.08%-18913F-HRTimeline
Wealthfront Advisers LLC3,113$253K<0.01%+20913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,005$244K0.04%-50813F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM2,999$244K0.03%-3513F-HRTimelineGroup
Janney Montgomery Scott LLC2,579$209K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,540$206K<0.01%013F-HRTimeline
Quantum Private Wealth, LLC2,500$203K0.07%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,159$175K<0.01%-99,72413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,750$142K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.1,466$130K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,468$119K<0.01%-39113F-HRTimelineGroup
Sherman Asset Management, Inc.1,405$114K0.1%-1,37813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,367$111K0.01%new13F-HRTimelineGroup
Jackson Hole Capital Partners, LLC1,292$105K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,164$94.5K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…880$71.5K0.01%+10013F-HRTimeline
Riggs Asset Managment Co. Inc.805$65.4K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…754$61.2K<0.01%-6013F-HRTimelineGroup
N.E.W. Advisory Services LLC531$43.1K<0.01%-49813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd454$36.6K<0.01%+14713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…378$30.7K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd302$24.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC290$23.5K<0.01%-25013F-HRTimelineGroup
Prestige Wealth Management Group LLC278$22.6K<0.01%013F-HR/ATimeline
MAI Capital Management200$16.2K<0.01%013F-HRTimeline
Realta Investment Advisors200$16.2K0.01%013F-HRTimeline
Integrity Financial Corp /WA196$15.9K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…150$12.2K0.01%013F-HRTimeline
NewEdge Advisors, LLC120$9.76K<0.01%-7513F-HRTimeline
AE Wealth Management LLC119$9.66K<0.01%-36113F-HRTimeline
CoreCap Advisors, LLC112$9.1K<0.01%-13413F-HRTimeline
Sound Income Strategies, LLC110$8.93K<0.01%013F-HRTimeline
COMERICA BANK101$8.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$8.12K<0.01%-10013F-HRTimeline
Park Square Financial Group, LLC100$8.12K0.01%-10013F-HRTimeline
Steward Partners Investment Advisory, L…84$6.82K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.75$6K<0.01%013F-HRTimeline
Copia Wealth Management54$4.38K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC38$3.09K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division26$2.11K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC25$2.04K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC25$2K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC20$1.62K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC17$1.38K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13$1.06K<0.01%-10013F-HRTimelineGroup
Nova Wealth Management, Inc.4$325<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.