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Disclosery

XHE SPDR SERIES TRUST

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ST STR SP HCEQ (fund)

77 managers (77 13F filers) reported a position in XHE shares at 2025-12-31, 1,064,650 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
77
13F filers
77
New
7
Added
19
Reduced
22
Sold out
9
Shares held by filers
1,064,650

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY227,403$20.1M<0.01%+123,24813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO201,947$17.8M<0.01%+199,88213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC129,895$11.5M<0.01%+118,06613F-HR/ATimelineGroup
LPL Financial LLC61,551$5.43M<0.01%+23,48013F-HRTimeline
UBS Group AGin group UBS Group AG51,295$4.53M<0.01%-2,04713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,539$3.31M<0.01%+6,84513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,557$2.87M<0.01%+22,18613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,715$2.53M<0.01%+75013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,866$2.19M<0.01%+6,57713F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD20,738$1.83M0.02%013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…20,635$1.82M0.36%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,571$1.73M<0.01%+17213F-HRTimelineGroup
Empowered Funds, LLC18,286$1.61M0.03%new13F-HR/ATimeline
HighTower Advisors, LLC18,037$1.59M<0.01%+38413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,434$1.36M<0.01%+10,32713F-HRTimelineGroup
Pacific Sun Financial Corp13,414$1.18M0.57%-33213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,196$988K<0.01%-82113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,588$846K<0.01%013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…9,195$811K<0.01%-6213F-HRTimeline
NTV Asset Management LLC8,945$789K0.08%-1,00013F-HRTimeline
Cornerstone Advisory, LLC8,000$706K0.07%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,206$636K<0.01%-4,69013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,468$571K<0.01%+9713F-HRTimelineGroup
Cetera Investment Advisers5,809$512K<0.01%-2,14513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…5,633$497K0.15%-3,26013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,208$460K<0.01%+15913F-HR/ATimelineGroup
Wealthfront Advisers LLC5,043$445K<0.01%+12713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,023$443K<0.01%+76813F-HRTimelineGroup
Waverly Advisors, LLC4,855$428K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,815$425K<0.01%-2,61513F-HRTimelineGroup
FLOW TRADERS U.S. LLC4,006$353K0.01%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,601$318K0.04%+38713F-HRTimeline
Solutions 4 Wealth, Ltd3,535$312K0.47%013F-HRTimeline
Clear Creek Financial Management, LLC3,499$309K0.03%-1,85113F-HRTimeline
MEANS INVESTMENT CO., INC.3,215$284K0.02%-97413F-HRTimeline
IHT Wealth Management, LLC2,982$263K0.01%-25813F-HRTimeline
Modern Wealth Management, LLC2,959$261K<0.01%-2,14013F-HRTimeline
MGB Wealth Management, LLC2,690$237K0.07%013F-HRTimeline
Quantum Private Wealth, LLC2,500$221K0.06%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,185$193K<0.01%-2,10013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,750$154K<0.01%013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC1,292$114K0.02%013F-HRTimeline
Sunbelt Securities, Inc.1,212$107K0.01%-25513F-HRTimeline
Capital Investment Advisory Services, L…1,180$104K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,168$103K<0.01%-1913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,164$103K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,102$97.2K<0.01%-31013F-HRTimelineGroup
Sherman Asset Management, Inc.625$55.1K0.05%-2513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…506$44.7K<0.01%-3713F-HR/ATimelineGroup
N.E.W. Advisory Services LLC499$44K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC452$40.5K<0.01%+34213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…378$33.4K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC329$29K<0.01%013F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd307$27.1K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd302$26.6K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC276$24.4K<0.01%-213F-HRTimeline
Arax Advisory Partners264$23.3K<0.01%new13F-HRTimeline
MAI Capital Management200$17.6K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC200$17.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC154$13.6K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…150$13.3K0.01%013F-HRTimeline
NewEdge Advisors, LLC120$10.6K<0.01%013F-HRTimeline
AE Wealth Management LLC114$10.1K<0.01%-513F-HRTimeline
CoreCap Advisors, LLC112$9.88K<0.01%013F-HRTimeline
Nemes Rush Group LLC101$8.91K<0.01%new13F-HRTimeline
COMERICA BANK97$8.56K<0.01%-413F-HRTimeline
Steward Partners Investment Advisory, L…84$7.41K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.75$6.62K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC70$6.18K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC67$5.91K<0.01%+5013F-HRTimeline
CWM, LLCin group CWM, LLC58$5K<0.01%013F-HRTimelineGroup
IFC & Insurance Marketing, Inc.55$5K<0.01%13F-HRTimeline
Copia Wealth Management54$4.76K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC38$3.36K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division26$2.29K<0.01%013F-HRTimeline
Integrity Financial Corp /WA17$1.5K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC13$1.15K<0.01%013F-HRTimeline