Skip to content
Disclosery

XHE SPDR SERIES TRUST

Follow

ST STR SP HCEQ (fund)

79 managers (79 13F filers) reported a position in XHE shares at 2025-09-30, 558,711 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
79
13F filers
79
New
8
Added
9
Reduced
34
Sold out
7
Shares held by filers
558,711

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
MORGAN STANLEYin group MORGAN STANLEY104,155$8.2M<0.01%-50,73113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG53,342$4.2M<0.01%-17,42513F-HRTimelineGroup
LPL Financial LLC38,071$3M<0.01%-11,13913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,694$2.42M<0.01%+1,45013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,965$2.2M<0.01%-6,71413F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD20,738$1.63M0.02%013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…20,635$1.62M0.33%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,399$1.53M<0.01%-5,35113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,289$1.44M<0.01%-5,91313F-HRTimelineGroup
HighTower Advisors, LLC17,653$1.39M<0.01%-34513F-HRTimeline
Pacific Sun Financial Corp13,746$1.08M0.52%-18013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,017$946K<0.01%-92913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,896$937K<0.01%-11,65613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,829$932K<0.01%-1,85513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,371$817K<0.01%-3,00513F-HRTimelineGroup
NTV Asset Management LLC9,945$783K0.09%-1,91513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,588$755K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,257$729K<0.01%+17013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,893$700K0.22%013F-HRTimeline
Cornerstone Advisory, LLC8,000$630K0.06%013F-HRTimeline
Cetera Investment Advisers7,954$626K<0.01%-93013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,430$604K<0.01%-5313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,371$502K<0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC5,350$421K0.04%-5,36313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,107$402K<0.01%-14,48213F-HRTimelineGroup
Modern Wealth Management, LLC5,099$402K0.01%-14,06513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,049$398K<0.01%new13F-HRTimelineGroup
Wealthfront Advisers LLC4,916$387K<0.01%+1,80313F-HRTimeline
Waverly Advisors, LLC4,855$382K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,285$337K<0.01%-1,40013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,255$335K<0.01%-11,37213F-HRTimelineGroup
MEANS INVESTMENT CO., INC.4,189$330K0.03%-73213F-HRTimeline
NorthCoast Asset Management LLC3,592$283K<0.01%-2,96513F-HRTimeline
Solutions 4 Wealth, Ltd3,535$278K0.43%013F-HRTimeline
IHT Wealth Management, LLC3,240$255K0.01%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,214$253K0.04%+20913F-HRTimeline
MGB Wealth Management, LLC2,690$212K0.06%-47413F-HRTimeline
Janney Montgomery Scott LLC2,604$205K<0.01%+2513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,065$163K<0.01%-9413F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,750$138K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.1,467$116K0.01%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,412$110K<0.01%-5613F-HRTimelineGroup
Jackson Hole Capital Partners, LLC1,292$102K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,187$93.5K<0.01%-5,58813F-HRTimelineGroup
Capital Investment Advisory Services, L…1,180$93K0.01%+30013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,164$91.7K<0.01%013F-HRTimeline
Advisory Services Network, LLC1,040$81.9K<0.01%new13F-HRTimeline
Sherman Asset Management, Inc.650$51.2K0.04%-75513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…543$42.8K<0.01%-21113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…535$42.1K<0.01%-83213F-HRTimelineGroup
N.E.W. Advisory Services LLC498$39.3K<0.01%-3313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…378$29.8K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC329$25.9K<0.01%+3913F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd307$24.1K<0.01%-14713F-HRTimelineGroup
Qube Research & Technologies Ltd302$23.8K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC278$21.9K<0.01%013F-HR/ATimeline
SIMPLEX TRADING, LLC216$17K<0.01%new13F-HRTimeline
MAI Capital Management200$15.8K<0.01%013F-HRTimeline
Realta Investment Advisors200$15.8K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC200$15.8K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…150$11.8K0.01%013F-HRTimeline
NewEdge Advisors, LLC120$9.46K<0.01%013F-HRTimeline
AE Wealth Management LLC119$9.37K<0.01%013F-HRTimeline
CoreCap Advisors, LLC112$8.82K<0.01%013F-HRTimeline
Sound Income Strategies, LLC110$8.78K<0.01%013F-HRTimeline
COMERICA BANK101$7.95K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$7.88K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…84$6.62K<0.01%013F-HRTimeline
CVA Family Office, LLC76$5.99K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.75$5.91K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC58$5K<0.01%+3313F-HRTimelineGroup
Copia Wealth Management54$4.25K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC38$3K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division26$2.05K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC17$1.34K<0.01%013F-HRTimeline
Integrity Financial Corp /WA17$1.34K<0.01%-17913F-HRTimeline
Creekmur Asset Management LLC17$1.34K<0.01%-313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13$1.02K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC13$1.02K<0.01%-1213F-HRTimeline