Skip to content
Disclosery

XITK SPDR SERIES TRUST

Follow

CMN (fund)

50 managers (50 13F filers) reported a position in XITK shares at 2025-03-31, 164,105 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
50
13F filers
50
New
3
Added
9
Reduced
17
Sold out
4
Shares held by filers
164,105

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC28,319$4.53M<0.01%-2,04013F-HRTimeline
Sage Capital Management, LLC27,547$4.41M2.39%013F-HRTimeline
KWMG, LLC26,953$4.31M0.44%+713F-HRTimeline
Smart Portfolios, LLC10,222$1.64M1.78%+7513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,878$1.58M0.12%-27113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,557$889K<0.01%013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,948$632K<0.01%-2,86913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,832$613K<0.01%-67813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,681$589K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,605$577K<0.01%-1,36413F-HR/ATimelineGroup
Kaizen Financial Strategies3,314$530K0.31%new13F-HRTimeline
Cambridge Investment Research Advisors,…3,280$525K<0.01%+51113F-HRTimeline
Opulen Financial Group LLC3,073$492K0.45%-2613F-HRTimeline
Foundations Investment Advisors, LLC2,704$433K0.01%-1,22113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,656$425K<0.01%+39513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,570$411K<0.01%+1513F-HRTimelineGroup
Moloney Securities Asset Management, LLC2,371$379K0.05%+29113F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…2,276$369K0.17%-11413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,294$367K<0.01%-13313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,240$358K<0.01%-3,64513F-HRTimelineGroup
Perigon Wealth Management, LLC2,163$346K0.01%-6613F-HRTimeline
Financial Engines Advisors L.L.C.1,956$313K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,942$311K<0.01%-26513F-HR/ATimelineGroup
WORLD EQUITY GROUP, INC.1,783$285K0.08%-20,94313F-HRTimeline
Cornerstone Wealth Management, LLC1,377$220K0.01%-35713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC999$160K0.01%-513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC725$116K<0.01%+14413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY698$112K<0.01%+57313F-HRTimelineGroup
Millstone Evans Group, LLC336$53.8K0.04%013F-HRTimeline
IFP Advisors, Inc270$43.2K<0.01%-5513F-HRTimeline
Key Financial Inc190$30.4K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.187$29.9K<0.01%013F-HRTimeline
NFSG Corp172$27.5K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC150$24K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd130$20.8K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…113$18.1K<0.01%013F-HRTimeline
TSFG, LLC113$18K<0.01%-413F-HRTimeline
MAI Capital Management75$12K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC74$11.8K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG68$10.9K<0.01%+5813F-HRTimelineGroup
Asset Dedication, LLC62$9.92K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…56$8.96K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…37$5.92K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.35$5.6K<0.01%new13F-HRTimeline
Allworth Financial LP34$5.46K<0.01%013F-HRTimeline
NewEdge Advisors, LLC17$2.72K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC13$2.11K<0.01%013F-HRTimeline
Investors Research Corp10$1.6K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$56<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.