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Disclosery

XITK SPDR SERIES TRUST

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CMN (fund)

51 managers (51 13F filers) reported a position in XITK shares at 2024-12-31, 201,169 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
51
13F filers
51
New
10
Added
6
Reduced
17
Sold out
3
Shares held by filers
201,169

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC30,359$5.28M<0.01%-1,05513F-HRTimeline
Sage Capital Management, LLC27,547$4.79M2.42%013F-HRTimeline
KWMG, LLC26,946$4.69M0.48%-1,01413F-HRTimeline
WORLD EQUITY GROUP, INC.22,726$3.95M0.85%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,149$1.77M0.13%-15513F-HRTimeline
Smart Portfolios, LLC10,147$1.77M1.85%-1,39513F-HRTimeline
EWG Elevate Inc.7,235$1.26M0.38%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,817$1.19M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,885$1.02M<0.01%+2,22013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,557$967K<0.01%+2,24713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,969$865K<0.01%-50,22013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,510$785K<0.01%+29513F-HRTimeline
Foundations Investment Advisors, LLC3,925$683K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,591$625K<0.01%new13F-HR/ATimeline
Opulen Financial Group LLC3,099$539K0.49%13F-HRTimeline
Cambridge Investment Research Advisors,…2,769$482K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,555$445K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,427$422K<0.01%-62213F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…2,390$416K0.19%-2813F-HRTimeline
Perigon Wealth Management, LLC2,229$405K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,261$393K<0.01%-37313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,207$384K<0.01%-50413F-HRTimelineGroup
Moloney Securities Asset Management, LLC2,080$362K0.05%-38313F-HRTimeline
Financial Engines Advisors L.L.C.1,956$340K<0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC1,734$302K0.02%-32513F-HRTimeline
Good Life Advisors, LLC1,280$223K0.02%-22013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,004$175K0.01%-6613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITIGROUP INCin group CITIGROUP INC581$101K<0.01%-17713F-HRTimelineGroup
Millstone Evans Group, LLC336$58.5K0.04%13F-HRTimeline
IFP Advisors, Inc325$56.6K<0.01%+4213F-HRTimeline
Key Financial Inc190$33.1K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.187$32.5K<0.01%+2013F-HRTimeline
NFSG Corp172$29.9K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC150$26K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd130$22.6K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY125$21.8K<0.01%+4113F-HR/ATimelineGroup
TSFG, LLC117$20K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…113$19.7K<0.01%013F-HRTimeline
MAI Capital Management75$13.1K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC74$12.9K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC62$10.8K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…56$9.74K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…37$6.44K<0.01%013F-HRTimeline
Allworth Financial LP34$6.29K<0.01%-6713F-HRTimeline
NewEdge Advisors, LLC17$2.96K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC13$2.3K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG10$1.74K<0.01%-28213F-HRTimelineGroup
Investors Research Corp10$1.74K<0.01%013F-HRTimeline
Belvedere Trading LLC1$174<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$58<0.01%-10813F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.