Skip to content
Disclosery

XME SPDR SERIES TRUST

Follow

SHS (fund)

259 managers (260 13F filers) reported a position in XME shares at 2025-03-31, 21,360,322 shares in all. 39 filers opened a position and 55 filers sold out during the quarter.

Managers
259
13F filers
260
New
39
Added
73
Reduced
87
Sold out
55
Shares held by filers
21,360,322

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
US BANCORP \DE\in group US BANCORP \DE\1,250$70K<0.01%-41013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,105$61.9K<0.01%013F-HRTimelineGroup
EPG Wealth Management LLC1,078$60.4K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management948$53.1K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC838$46.9K0.01%013F-HRTimeline
WHITTIER TRUST CO788$44.1K<0.01%013F-HRTimeline
Operose Advisors LLC676$37.8K0.01%+13113F-HRTimeline
Amica Retiree Medical Trust646$36K0.06%+24313F-HRTimeline
Independence Bank of Kentucky545$30.5K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL514$28.8K0.01%+413F-HRTimeline
Citizens National Bank Trust Department500$28K0.01%013F-HRTimeline
First Horizon Advisors, Inc.485$27.2K<0.01%013F-HRTimeline
Winch Advisory Services, LLC453$25.4K0.01%-2513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC430$24.1K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA400$22.4K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.400$22.4K<0.01%013F-HRTimeline
Main Street Group, LTD400$22.4K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC336$18.8K<0.01%new13F-HRTimeline
St. Johns Investment Management Company…323$18.1K0.01%new13F-HRTimeline
Larson Financial Group LLC313$17.5K<0.01%-6613F-HRTimeline
Blue Trust, Inc.300$16.8K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC298$16.7K<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\288$16.1K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources275$15.4K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB265$14.8K<0.01%-69413F-HRTimeline
Kiker Wealth Management, LLC252$14.1K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…250$14K0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC250$14K0.01%013F-HRTimeline
Headlands Technologies LLC218$12.2K<0.01%+19213F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD214$12K<0.01%new13F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC207$11.7K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC174$10.1K0.01%+113F-HRTimeline
WASHINGTON TRUST Co160$8.96K<0.01%013F-HRTimeline
NorthRock Partners, LLC160$8.96K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV155$8.68K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC135$7.56K<0.01%013F-HRTimeline
Painted Porch Advisors LLC115$6.44K<0.01%013F-HRTimeline
Bangor Savings Bank100$5.6K<0.01%013F-HRTimeline
WealthShield Partners, LLC90$5.04K<0.01%new13F-HRTimeline
Investors Research Corp84$4.7K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC79$4.42K<0.01%013F-HRTimeline
Orion Capital Management LLC78$4.38K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC60$3.36K<0.01%013F-HRTimeline
Asset Dedication, LLC52$2.91K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC50$2.8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC48$2.69K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…47$2.63K<0.01%new13F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC37$2.07K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC36$2.02K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC31$1.74K<0.01%new13F-HRTimeline
Horizon Investments, LLC18$1.01K<0.01%-213F-HRTimeline
Integrity Financial Corp /WA18$1.01K<0.01%013F-HRTimeline
Transce3nd, LLC8$448<0.01%013F-HRTimeline
Hexagon Capital Partners LLC4$224<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …3$168<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC2$112<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$56<0.01%013F-HRTimeline
Global Financial Private Client, LLC1$56<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,91913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.