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Disclosery

XITK SPDR SERIES TRUST

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CMN (fund)

53 managers (53 13F filers) reported a position in XITK shares at 2025-06-30, 159,385 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
53
13F filers
53
New
6
Added
10
Reduced
16
Sold out
5
Shares held by filers
159,385

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC30,146$5.71M<0.01%+1,82713F-HRTimeline
Sage Capital Management, LLC27,347$5.18M2.49%-20013F-HRTimeline
KWMG, LLC16,584$3.14M0.29%-10,36913F-HRTimeline
Smart Portfolios, LLC9,947$1.88M1.9%-27513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,721$1.84M0.12%-15713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,959$1.7M<0.01%+7,01713F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,561$1.05M<0.01%+413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,633$877K<0.01%+2,39313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,204$796K<0.01%+52313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,647$691K<0.01%-18513F-HRTimeline
WESPAC Advisors, LLC3,504$664K0.46%new13F-HRTimeline
Kaizen Financial Strategies3,314$628K0.32%013F-HRTimeline
Cambridge Investment Research Advisors,…3,179$602K<0.01%-10113F-HRTimeline
Opulen Financial Group LLC3,016$571K0.47%-5713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,637$499K<0.01%-1913F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,555$484K<0.01%-1513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,500$473K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,243$425K<0.01%-5113F-HRTimelineGroup
Perigon Wealth Management, LLC2,096$397K0.01%-6713F-HRTimeline
Financial Engines Advisors L.L.C.1,959$371K<0.01%+313F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…1,954$370K0.15%-32213F-HRTimeline
Moloney Securities Asset Management, LLC1,446$274K0.03%-92513F-HRTimeline
Cornerstone Wealth Management, LLC1,334$253K0.02%-4313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,182$224K<0.01%+45713F-HRTimelineGroup
Good Life Advisors, LLC1,121$212K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC959$182K0.01%-4013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC751$142K<0.01%new13F-HRTimelineGroup
Millstone Evans Group, LLC336$63.6K0.04%013F-HRTimeline
IFP Advisors, Inc270$51.1K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG264$50K<0.01%+19613F-HRTimelineGroup
Key Financial Inc230$43.6K0.01%+4013F-HRTimeline
Harbor Asset Planning, Inc.188$35.6K0.03%13F-HRTimeline
HARBOUR INVESTMENTS, INC.187$35.4K<0.01%013F-HRTimeline
NFSG Corp172$32.6K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC150$28K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd130$24.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…113$21.4K<0.01%013F-HRTimeline
TSFG, LLC113$21K<0.01%013F-HRTimeline
Tidemark, LLC108$20.5K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…96$18.2K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY77$14.6K<0.01%-62113F-HRTimelineGroup
MAI Capital Management75$14.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC74$14K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC62$11.7K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…56$10.6K<0.01%013F-HRTimelineGroup
Allworth Financial LP44$8.33K<0.01%+1013F-HRTimeline
Aventus Investment Advisors, Inc.42$7.95K0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…37$7.01K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.35$6.63K<0.01%013F-HRTimeline
NewEdge Advisors, LLC17$3.22K<0.01%013F-HRTimeline
Investors Research Corp10$1.89K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$66<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.