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Disclosery

XME SPDR SERIES TRUST

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SHS (fund)

277 managers (277 13F filers) reported a position in XME shares at 2024-12-31, 21,238,623 shares in all. 41 filers opened a position and 30 filers sold out during the quarter.

Managers
277
13F filers
277
New
41
Added
94
Reduced
67
Sold out
30
Shares held by filers
21,238,623

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
Paloma Partners Management Coin group Paloma Partners Management Co2,704$153K0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,513$143K<0.01%-1,20013F-HRTimeline
AE Wealth Management LLC2,363$134K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,187$124K<0.01%+30013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,149$122K<0.01%+3513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,919$116K0.01%+8613F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…2,000$114K0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust1,936$110K0.01%+82113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,866$106K<0.01%+25013F-HRTimelineGroup
Rialto Wealth Management, LLC1,806$102K0.03%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,660$94.2K<0.01%-7013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,600$92.4K<0.01%-23113F-HRTimelineGroup
Twin Tree Management, LP1,528$86.7K<0.01%-2,86913F-HRTimeline
MAI Capital Management1,477$83.8K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,360$77.2K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,105$62.7K<0.01%+7413F-HRTimelineGroup
EPG Wealth Management LLC1,078$61.2K0.02%+113F-HRTimeline
WORMSER FRERES GESTION1,000$56.6K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB959$54.4K<0.01%+64013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management948$53.8K<0.01%+24813F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.876$49.7K0.02%013F-HRTimeline
Continuum Advisory, LLC838$47.6K0.01%013F-HRTimeline
WHITTIER TRUST CO788$44.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…620$35.2K<0.01%-90013F-HRTimeline
Operose Advisors LLC545$30.9K0.01%+7313F-HRTimeline
Independence Bank of Kentucky545$30.9K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL510$30.5K0.01%-313F-HRTimeline
Citizens National Bank Trust Department500$28.4K0.01%013F-HRTimeline
First Horizon Advisors, Inc.485$27.5K<0.01%013F-HRTimeline
Winch Advisory Services, LLC478$27.1K0.01%+113F-HRTimeline
Amica Retiree Medical Trust403$23K0.02%013F-HRTimeline
PRIVATE TRUST CO NA400$22.7K<0.01%013F-HRTimeline
Main Street Group, LTD400$22.7K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.400$22.5K<0.01%013F-HRTimeline
Larson Financial Group LLC379$21.5K<0.01%+113F-HRTimeline
Nemes Rush Group LLC315$17.9K<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\288$16.3K<0.01%013F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources275$15.6K<0.01%013F-HRTimelineGroup
Legacy Investment Solutions, LLC250$15.1K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…250$15.1K0.01%013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC259$14.7K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC252$14.3K0.01%13F-HRTimeline
Park Square Financial Group, LLC250$14.2K0.01%13F-HRTimeline
Roxbury Financial LLC173$12K0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC207$11.7K<0.01%+10413F-HRTimelineGroup
Riggs Asset Managment Co. Inc.187$10.5K<0.01%013F-HRTimeline
WASHINGTON TRUST Co160$9.08K<0.01%013F-HRTimeline
Atlatl Advisers LLC150$8.51K<0.01%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC144$8.17K<0.01%new13F-HRTimeline
NFSG Corp141$8K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC135$7.66K<0.01%013F-HRTimeline
Painted Porch Advisors LLC115$6.53K<0.01%013F-HRTimeline
Bangor Savings Bank100$5.67K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC100$5.67K<0.01%-30013F-HRTimeline
Caitlin John, LLC94$5.35K<0.01%013F-HRTimeline
Investors Research Corp84$4.77K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC79$4.48K<0.01%new13F-HRTimeline
Orion Capital Management LLC78$4.43K<0.01%new13F-HRTimeline
Realta Investment Advisors70$4.02K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC60$3.4K<0.01%+1013F-HRTimeline
Asset Dedication, LLC52$2.95K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC50$2.84K<0.01%013F-HRTimeline
Sound Income Strategies, LLC48$2.72K<0.01%013F-HRTimeline
Security National Bank47$2.67K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC37$2.1K<0.01%+413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC36$2.04K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Headlands Technologies LLC26$1.48K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25$1.42K<0.01%new13F-HRTimelineGroup
Horizon Investments, LLC20$1.14K<0.01%013F-HRTimeline
Integrity Financial Corp /WA18$1.02K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.16$908<0.01%13F-HRTimeline
Transce3nd, LLC8$454<0.01%13F-HRTimeline
Hexagon Capital Partners LLC4$227<0.01%013F-HRTimeline
Parallel Advisors, LLC2$165<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$57<0.01%013F-HRTimeline
GeoWealth Management, LLC1$57<0.01%-34213F-HRTimeline
Global Financial Private Client, LLC1$57<0.01%013F-HRTimeline