Skip to content
Disclosery

XME SPDR SERIES TRUST

Follow

SHS (fund)

452 managers (458 13F filers) reported a position in XME shares at 2026-06-30, 30,446,298 shares in all. 88 filers opened a position and 53 filers sold out during the quarter.

Managers
452
13F filers
458
New
88
Added
154
Reduced
112
Sold out
53
Shares held by filers
30,446,298

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,921,303$847M0.05%+341,58213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,599,540$278M0.01%-89,15413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,252,045$134M0.01%+87,34213F-HRTimelineGroup
Vanderbilt University1,057,153$113M15.52%+335,73913F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,046,020$112M0.75%+309,15713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN834,033$89.2M0.02%+372,41213F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …830,230$88.8M0.57%013F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…814,000$87M0.42%013F-HRTimelineGroup
LPL Financial LLC712,733$76.2M0.02%-9,69613F-HRTimeline
Caisse de depot et placement du Quebec615,000$65.8M0.09%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC584,293$62.5M0.03%+419,73213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC583,246$62.4M0.03%+466,28713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC549,431$58.8M0.02%-2,39613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP505,100$54M0.04%new13F-HRTimelineGroup
NATIXISin group Natixis Investment Managers453,815$48.5M0.23%+4,38913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.386,627$41.3M0.03%-516,06613F-HRTimelineGroup
Qube Research & Technologies Ltd379,216$40.5M0.05%+34,20013F-HRTimeline
UBS Group AGgroup of 2 filers holding308,320$33M-48,636Timeline
SCS Capital Management LLC286,155$30.6M0.29%+1,48113F-HRTimeline
HighTower Advisors, LLC260,961$27.9M0.03%+7,14613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC252,329$27M0.2%-1,51613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA234,925$25.1M<0.01%-51,45613F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC222,725$23.8M0.01%-436,38213F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV221,400$23.7M0.6%+77,00013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…200,000$21.4M0.03%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.172,169$18.4M<0.01%+154,34813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/162,517$17.4M0.01%+13,86113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.161,671$17.3M0.02%+29,78713F-HRTimelineGroup
Cetera Investment Advisers159,276$17M0.02%+62,43713F-HRTimeline
Cambridge Investment Research Advisors,…158,029$16.9M0.04%+34,46013F-HR/ATimeline
VESTOR CAPITAL, LLC104,252$16.5M1.04%+46,37413F-HRTimeline
Private Advisor Group, LLC135,119$14.4M0.07%+34,36113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC121,100$12.9M0.02%+76,50013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC117,377$12.9M<0.01%-114,36013F-HRTimelineGroup
Chicago Wealth Management, Inc.111,146$11.9M4.22%+59,61713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC110,304$11.8M0.01%new13F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.107,516$11.5M0.11%+2,81613F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding102,212$10.9M+5,862Timeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …97,000$10.4M1.37%013F-HRTimelineGroup
Allianz SEin group Allianz SE91,770$9.81M0.1%-9,50013F-HRTimelineGroup
ARP Global Capital Ltd89,740$9.6M4.22%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC86,363$9.23M0.01%-29,26813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/85,365$9.12M0.01%+76,49513F-HRTimelineGroup
FORTEM FINANCIAL GROUP, LLC82,955$8.87M1.81%+12913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…82,738$8.85M<0.01%-1,60913F-HRTimelineGroup
Cadent Capital Advisors, LLC81,760$8.74M1.81%+70,97213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding81,191$8.68M+11,508Timeline
Parallax Volatility Advisers, L.P.80,187$8.57M0.32%+19,19813F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…77,807$8.32M0.12%new13F-HRTimelineGroup
MAI Capital Management77,262$8.26M0.03%+76,47913F-HRTimeline
Cresset Asset Management, LLC76,263$8.15M0.03%+5,46713F-HRTimeline
Caption Management, LLC75,984$8.12M0.29%+45,00013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…74,568$7.97M<0.01%+5,02713F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC74,449$7.96M0.9%+15,45213F-HRTimeline
Shah Wealth Advisors, LLC72,892$7.79M1.8%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,143$7.71M0.01%+55,18713F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd68,900$7.37M0.06%+66,15713F-HRTimelineGroup
Wealthfront Advisers LLC68,629$7.34M0.01%+6,84913F-HRTimeline
OKABENA INVESTMENT SERVICES INC65,387$6.99M1.25%013F-HRTimeline
Proficio Capital Partners LLC65,380$6.99M0.25%+27,30513F-HRTimeline
FOCUS Wealth Advisors, LLC64,865$6.94M3.22%-6,11013F-HRTimeline
Ted Buchan & Co64,530$6.9M2.26%+2,28413F-HRTimeline
HRT FINANCIAL LP63,747$6.82M0.01%+56,37613F-HRTimeline
Legend Financial Advisors, Inc.62,547$6.69M3.8%-3,37613F-HRTimeline
Beacon Pointe Advisors, LLC60,528$6.47M0.03%+5,62013F-HRTimeline
Tradewinds, LLC.33,014$6.24M1.46%new13F-HRTimeline
JENNISON ASSOCIATES LLC56,903$6.08M<0.01%-10,99513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC55,823$5.97M0.01%-21,36713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,643$5.42M<0.01%+22,80013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth50,034$5.35M0.01%-7,08513F-HRTimelineGroup
CIBC WORLD MARKET INC.49,950$5.34M0.01%-7713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO47,660$5.08M<0.01%+4,43713F-HRTimelineGroup
Norris Financial Group, LLC46,621$4.99M1.98%-3,56713F-HRTimeline
180 WEALTH ADVISORS, LLC46,048$4.92M0.49%+3,41913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,462$4.86M<0.01%+6,59313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS42,581$4.55M0.01%+4,44913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,464$4.54M0.01%+15,00113F-HRTimelineGroup
Meridian Wealth Management, LLC42,065$4.5M0.14%+1,22713F-HRTimeline
Amitell Capital Pte Ltd41,755$4.46M4.08%013F-HRTimeline
Dynamic Advisor Solutions LLC41,480$4.44M0.13%+89913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40,496$4.33M<0.01%-188,94313F-HRTimelineGroup
TCP Asset Management, LLC39,801$4.26M0.48%-58213F-HRTimeline
SCOTIA CAPITAL INC.39,324$4.2M0.02%new13F-HRTimeline
Greenline Partners, LLC39,099$4.18M0.43%-71813F-HRTimeline
ARS Investment Partners, LLC38,620$4.13M0.18%+16013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd38,450$4.11M0.03%+31,49513F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.34,677$3.71M0.3%-7,58813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…34,558$3.69M0.01%+3,55113F-HRTimelineGroup
Arch Global Advisors, LLC34,195$3.66M1.62%+3,41613F-HRTimeline
Steward Partners Investment Advisory, L…33,489$3.58M0.02%+1,19713F-HRTimeline
HERBST GROUP, LLC33,315$3.56M1.94%-7,18713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd33,239$3.55M0.05%+29,44613F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA32,682$3.49M0.01%-311,35513F-HRTimelineGroup
Private Wealth Advisors, LLC32,102$3.43M1.03%+1,20113F-HRTimeline
Baker Avenue Asset Management, LP31,805$3.4M0.06%+1,32513F-HRTimeline
TD Waterhouse Canada Inc.32,400$3.38M0.01%+80513F-HRTimeline
Fullerton Fund Management Co Ltd.31,500$3.37M0.22%+7,10013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC31,438$3.36M0.03%new13F-HRTimelineGroup
Silver Coast Investments LLC31,216$3.34M0.99%-99013F-HRTimeline
Sanctuary Advisors, LLC30,964$3.31M0.02%+4,37413F-HRTimeline
Twin Tree Management, LP30,486$3.26M0.51%+25,96213F-HRTimeline
Capital Wealth Planning, LLC30,220$3.23M0.02%new13F-HRTimeline
Advocate Investing Services LLC30,220$3.23M2.49%-1,02213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding30,091$3.22M-463Timeline
OneDigital Investment Advisors LLC28,808$3.08M0.03%new13F-HRTimeline
Bienville Capital Management, LLC28,493$3.05M0.44%new13F-HRTimeline
Compagnie Lombard Odier SCmA28,075$3M0.03%013F-HRTimeline
CUMBERLAND ADVISORS INC28,065$3M1.06%new13F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…27,000$2.89M1.34%+5,00013F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC26,437$2.83M0.14%+1,26413F-HRTimeline
HARBOUR INVESTMENTS, INC.26,338$2.82M0.04%-9,83313F-HRTimeline
Fisher Asset Management, LLC25,772$2.76M<0.01%-1,27513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC25,506$2.73M0.71%+12,94213F-HRTimeline
RPg Family Wealth Advisory, LLC25,343$2.71M0.45%+1,41013F-HR/ATimeline
Farther Finance Advisors, LLC25,013$2.67M0.02%+4,05813F-HRTimeline
Point Nemo Capital, LLC24,779$2.65M1.34%new13F-HRTimeline
Pekin Hardy Strauss, Inc.24,613$2.63M0.23%-2,25013F-HRTimeline
Risk Paradigm Group, LLC24,383$2.61M2.04%+1,41013F-HRTimeline
Ausdal Financial Partners, Inc.24,362$2.61M0.1%+13,74613F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC23,544$2.52M0.75%-71713F-HRTimeline
PINNACLE ASSOCIATES LTD23,091$2.47M0.03%+50013F-HRTimeline
Clarus Wealth Advisors24,131$2.46M0.95%+1,37113F-HRTimeline
Mariner, LLCin group Mariner, LLC22,565$2.41M<0.01%-29,10613F-HRTimelineGroup
IHT Wealth Management, LLC22,244$2.38M0.05%+2,11513F-HRTimeline
AVALON CAPITAL MANAGEMENT20,960$2.24M0.53%-2713F-HRTimeline
IFP Advisors, Inc20,831$2.23M0.04%+63613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,220$2.16M0.04%+3,03013F-HRTimeline
MML INVESTORS SERVICES, LLC19,698$2.11M<0.01%-2,04413F-HRTimeline
Retirement Planning Group, LLC19,652$2.1M0.05%-3,84213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding19,547$2.09M+146Timeline
MGO ONE SEVEN LLC19,286$2.06M0.03%-2,45213F-HRTimeline
LANE BROTHERS & CO INC18,995$2.03M1.33%-2,72213F-HRTimeline
Snowden Capital Advisors LLC18,894$2.02M0.05%-13713F-HRTimeline
Atria Investments, Inc18,564$1.99M0.02%+1,13213F-HRTimeline
SHAKER INVESTMENTS LLC/OH18,165$1.94M0.7%+1,33213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,039$1.93M0.03%new13F-HRTimeline
Darwin Wealth Management, LLC18,039$1.93M0.53%+64713F-HRTimeline
Advisory Services Network, LLC17,824$1.91M0.02%-43113F-HRTimeline
Capital Wealth Alliance, LLC17,426$1.86M0.86%-28913F-HRTimeline
Heartwood Wealth Advisors LLC16,912$1.81M0.14%+1,37113F-HRTimeline
Whalen Wealth Management Inc.16,813$1.8M0.81%+77013F-HRTimeline
Woodline Partners LP16,331$1.75M0.01%-552,16513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,172$1.73M<0.01%-8,48613F-HR/ATimelineGroup
TUDOR INVESTMENT CORP ET AL15,000$1.6M0.01%+10,00013F-HRTimeline
SG Americas Securities, LLC14,877$1.59M<0.01%-64,65413F-HRTimeline
Vermillion Wealth Management, Inc.14,869$1.59M0.37%+1,48713F-HRTimeline
Janney Montgomery Scott LLC14,835$1.59M<0.01%+1,25113F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…14,200$1.52M1.06%013F-HRTimeline
BOS Asset Management, LLC14,188$1.52M0.35%-1,66213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,956$1.49M<0.01%+1,73613F-HRTimelineGroup
GUIDANCE CAPITAL, INC14,983$1.48M0.32%+1,24513F-HRTimeline
First Heartland Consultants, Inc.13,767$1.47M0.1%-44413F-HRTimeline
Pettinga Financial Advisors LLC13,474$1.44M0.23%+4,63013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,450$1.44M0.02%+1013F-HRTimelineGroup
OpenArc Corporate Advisory, LLC13,430$1.44M0.02%+98813F-HRTimeline
Ciovacco Capital Management LLC13,122$1.4M0.62%+66213F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC12,734$1.36M0.65%-8,33113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,726$1.36M0.01%+17013F-HRTimelineGroup
Creative Planningin group Creative Planning12,688$1.36M<0.01%+1,12313F-HRTimelineGroup
Sequoia Financial Advisors, LLC12,587$1.35M0.01%013F-HRTimeline
E&G Advisors, LLC12,548$1.34M0.26%013F-HRTimeline
Visionary Wealth Advisors12,435$1.33M0.05%+4,08213F-HRTimeline
McMill Wealth Management23,006$1.33M0.32%-1,34313F-HR/ATimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.12,227$1.3M0.01%+1,63213F-HRTimeline
Western Wealth Management, LLC12,055$1.29M0.04%+55613F-HRTimeline
MONTAG A & ASSOCIATES INC11,796$1.26M0.05%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,664$1.25M<0.01%+1,23113F-HRTimelineGroup
Logan Stone Capital, LLC11,217$1.2M0.25%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,213$1.2M0.01%+3,51113F-HRTimelineGroup
Bright Futures Wealth Management, LLC.11,185$1.2M0.77%-1,18713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd11,000$1.18M0.04%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC10,959$1.17M0.05%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC10,790$1.15M0.48%+1,86913F-HRTimeline
LaSalle St. Investment Advisors, LLC10,713$1.15M0.14%+10313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,543$1.13M<0.01%+2,50113F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD10,215$1.09M<0.01%013F-HRTimelineGroup
Fox Hill Wealth Management10,087$1.08M0.43%+1513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,059$1.08M0.03%+1,88213F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.9,980$1.07M<0.01%-4,80013F-HRTimelineGroup
Fermata Advisors, LLC9,803$1.05M0.21%+1,26913F-HRTimeline
Quantinno Capital Management LP9,726$1.04M<0.01%new13F-HRTimeline
Investment Management Trust, LLC9,703$1.04M0.93%-46813F-HRTimeline
Modern Wealth Management, LLC9,673$1.03M0.01%+40513F-HRTimeline
Prairie Wealth Advisors, Inc.0$1.02M0.24%new13F-HRTimelineAmount filed as zero, left out of ratios.
Almanack Investment Partners, LLC.9,570$1.02M0.13%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,363$1.01M0.17%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…9,295$994K0.01%+1,20513F-HRTimelineGroup
Integrated Wealth Concepts LLC9,292$994K<0.01%+41013F-HRTimeline
Ballast Rock Private Wealth LLC9,225$986K0.46%+113F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,801$941K0.02%-18,75813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,122$941K+4,794Timeline
TWO SIGMA SECURITIES, LLC8,793$940K0.08%new13F-HRTimeline
Merit Financial Group, LLC8,731$934K0.01%+1313F-HR/ATimeline
Anson Capital, Inc.8,665$927K0.6%new13F-HRTimeline
Schonfeld Strategic Advisors LLC8,585$918K<0.01%+1,78513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,307$888K<0.01%-19,56613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,066$862K0.01%new13F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …8,009$856K0.14%13F-HRTimelineGroup
Texas Yale Capital Corp.7,954$851K0.02%-22513F-HRTimeline
Comprehensive Financial Consultants Ins…7,826$837K0.22%+89913F-HRTimeline