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Disclosery

XITK SPDR SERIES TRUST

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CMN (fund)

46 managers (46 13F filers) reported a position in XITK shares at 2025-09-30, 156,497 shares in all. 1 filer opened a position and 6 filers sold out during the quarter.

Managers
46
13F filers
46
New
1
Added
7
Reduced
14
Sold out
6
Shares held by filers
156,497

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC29,605$5.64M<0.01%-54113F-HRTimeline
Sage Capital Management, LLC26,495$5.04M2.27%-85213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,124$2.31M<0.01%+7,92013F-HRTimelineGroup
KWMG, LLC11,523$2.19M0.19%-5,06113F-HRTimeline
Smart Portfolios, LLC9,922$1.89M1.82%-2513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,587$1.83M0.11%-13413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,020$1.53M<0.01%-93913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,710$1.47M<0.01%+2,14913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,820$727K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,497$666K<0.01%-15013F-HRTimeline
Cambridge Investment Research Advisors,…3,229$615K<0.01%+5013F-HRTimeline
Kaizen Financial Strategies3,314$593K0.27%013F-HRTimeline
Opulen Financial Group LLC2,890$550K0.42%-12613F-HRTimeline
UBS Group AGin group UBS Group AG2,838$540K<0.01%+2,57413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,794$532K<0.01%+1,61213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,468$470K<0.01%-8713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,262$431K<0.01%+1913F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,163$411K<0.01%-47413F-HRTimelineGroup
Perigon Wealth Management, LLC2,096$399K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,085$397K<0.01%-2,54813F-HRTimelineGroup
Financial Engines Advisors L.L.C.1,959$373K<0.01%013F-HRTimeline
Moloney Securities Asset Management, LLC1,331$253K0.03%-11513F-HRTimeline
Cornerstone Wealth Management, LLC1,264$241K0.01%-7013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC959$183K0.01%013F-HRTimeline
Millstone Evans Group, LLC336$64K0.04%013F-HRTimeline
IFP Advisors, Inc270$51.4K<0.01%013F-HR/ATimeline
Key Financial Inc230$43.6K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.188$35.8K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.187$35.6K<0.01%013F-HRTimeline
NFSG Corp172$32.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC150$29K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd130$24.8K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…113$21.5K<0.01%013F-HRTimeline
Tidemark, LLC108$20.6K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN95$18.2K<0.01%+9513F-HRTimelineGroup
TSFG, LLC78$15K<0.01%-3513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY77$14.7K<0.01%013F-HR/ATimelineGroup
MAI Capital Management75$14.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC74$14.1K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC62$11.8K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…56$10.7K<0.01%013F-HRTimelineGroup
Aventus Investment Advisors, Inc.42$8K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…37$7.05K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.35$6.67K<0.01%013F-HRTimeline
NewEdge Advisors, LLC17$3.24K<0.01%013F-HRTimeline
Investors Research Corp10$1.9K<0.01%013F-HRTimeline