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Disclosery

XHE SPDR SERIES TRUST

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ST STR SP HCEQ (fund)

74 managers (74 13F filers) reported a position in XHE shares at 2026-03-31, 936,623 shares in all. 12 filers opened a position and 13 filers sold out during the quarter.

Managers
74
13F filers
74
New
12
Added
13
Reduced
27
Sold out
13
Shares held by filers
936,623

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY200,517$15.7M<0.01%-26,88613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC131,038$10.3M<0.01%+1,14313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101,992$7.78M<0.01%-99,95513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/87,355$6.83M<0.01%+49,81613F-HRTimelineGroup
LPL Financial LLC37,436$2.93M<0.01%-24,11513F-HRTimeline
UBS Group AGin group UBS Group AG36,099$2.82M<0.01%-15,19613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,044$2.51M<0.01%+3,32913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,489$2.15M<0.01%+12,05513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS25,000$1.96M<0.01%new13F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD20,738$1.62M0.02%013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Tichoniim Ha…in group Kranot Hishtalmut Le Morim Ve…20,635$1.61M0.32%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,887$1.56M<0.01%+31613F-HRTimelineGroup
HighTower Advisors, LLC18,008$1.41M<0.01%-2913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,650$1.3M<0.01%new13F-HRTimelineGroup
Pacific Sun Financial Corp12,967$1.01M0.49%-44713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,660$990K<0.01%-19,89713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP9,588$750K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,034$707K<0.01%-16113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,021$706K<0.01%-2,17513F-HRTimeline
Cornerstone Advisory, LLC8,000$626K0.06%013F-HRTimeline
NTV Asset Management LLC7,710$603K0.07%-1,23513F-HRTimeline
HARBOUR INVESTMENTS, INC.7,645$598K0.01%+6,48113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,629$519K<0.01%+1,60613F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,368$498K<0.01%-10013F-HRTimelineGroup
Wealthfront Advisers LLC6,364$498K<0.01%+1,32113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,883$460K<0.01%-18,98313F-HRTimelineGroup
IHT Wealth Management, LLC5,707$447K0.01%+2,72513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,346$418K<0.01%+13813F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…5,020$393K0.12%-61313F-HRTimeline
Waverly Advisors, LLC4,855$380K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,414$345K<0.01%-40113F-HRTimelineGroup
Cetera Investment Advisers4,332$339K<0.01%-1,47713F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,279$335K0.05%+67813F-HRTimeline
FLOW TRADERS U.S. LLC4,091$320K0.01%+8513F-HRTimeline
HRT FINANCIAL LP3,111$243K<0.01%new13F-HRTimeline
MEANS INVESTMENT CO., INC.2,834$222K0.02%-38113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,148$168K<0.01%-3713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,750$137K<0.01%013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC1,292$101K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…1,180$92.4K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,043$80.4K<0.01%-5913F-HRTimelineGroup
Sunbelt Securities, Inc.1,011$79.1K<0.01%-20113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,001$78.3K<0.01%-16713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…823$64.4K<0.01%+31713F-HRTimelineGroup
Advisory Services Network, LLC640$50.1K<0.01%new13F-HRTimeline
Sherman Asset Management, Inc.585$45.8K0.04%-4013F-HRTimeline
TD Waterhouse Canada Inc.493$38.6K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC433$33.9K<0.01%-6613F-HRTimeline
Sound Income Strategies, LLC402$31.6K<0.01%-5013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd307$23.6K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC267$20.9K<0.01%-6213F-HRTimelineGroup
Arax Advisory Partners264$20.6K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC212$16.6K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd208$16.3K<0.01%-9413F-HRTimeline
MAI Capital Management200$15.6K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC200$15.6K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…150$11.8K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…116$9.08K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC115$9.04K<0.01%-3913F-HRTimeline
AE Wealth Management LLC114$8.92K<0.01%013F-HRTimeline
CoreCap Advisors, LLC112$8.76K<0.01%013F-HRTimeline
Belvedere Trading LLC100$7.82K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC95$7.45K<0.01%-2513F-HR/ATimeline
Steward Partners Investment Advisory, L…84$6.57K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV80$6.26K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.75$5.87K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC67$5.24K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…59$4.62K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC58$4.54K<0.01%013F-HRTimelineGroup
Copia Wealth Management54$4.22K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC40$3.13K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC38$2.98K<0.01%013F-HRTimeline
Larson Financial Group LLC35$2.74K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division26$2.03K<0.01%013F-HRTimeline