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Disclosery

XME SPDR SERIES TRUST

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SHS (fund)

267 managers (267 13F filers) reported a position in XME shares at 2025-06-30, 23,538,638 shares in all. 46 filers opened a position and 43 filers sold out during the quarter.

Managers
267
13F filers
267
New
46
Added
70
Reduced
87
Sold out
43
Shares held by filers
23,538,638

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
Federation des caisses Desjardins du Qu…1,658$111K<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,575$106K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,483$99.7K<0.01%013F-HRTimelineGroup
Reyes Financial Architecture, Inc.1,270$85.4K0.07%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,251$84.1K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,231$82.7K<0.01%-1913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,231$82.7K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,105$74.3K<0.01%013F-HRTimelineGroup
EPG Wealth Management LLC1,079$72.6K0.02%+113F-HRTimeline
Sound Income Strategies, LLC926$62.2K<0.01%+87813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management878$59K<0.01%-7013F-HRTimelineGroup
WHITTIER TRUST CO788$53K<0.01%013F-HRTimeline
MAI Capital Management747$50.2K<0.01%-73113F-HRTimeline
Amica Retiree Medical Trust646$43K0.06%013F-HRTimeline
Independence Bank of Kentucky545$36.6K0.01%013F-HRTimeline
Operose Advisors LLC524$35.2K0.01%-15213F-HRTimeline
Strategic Investment Solutions, Inc. /IL515$34.6K0.01%+113F-HRTimeline
Citizens National Bank Trust Department500$33.6K0.01%013F-HRTimeline
First Horizon Advisors, Inc.485$32.6K<0.01%013F-HRTimeline
Winch Advisory Services, LLC454$30.5K0.01%+113F-HRTimeline
Private Wealth Asset Management, LLC450$30.2K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC430$28.9K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA400$26.9K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC400$26.9K0.01%new13F-HRTimeline
Main Street Group, LTD400$26.9K0.01%013F-HRTimeline
CoreCap Advisors, LLC380$25.5K<0.01%-1,18013F-HRTimeline
Providence Capital Advisors, LLC368$24.7K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK362$24.3K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC351$23.6K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.400$22.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC331$22.2K<0.01%-513F-HRTimeline
St. Johns Investment Management Company…323$21.7K0.01%013F-HRTimeline
Larson Financial Group LLC313$21K<0.01%013F-HRTimeline
Blue Trust, Inc.300$20.2K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\288$19.4K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources275$18.5K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB265$17.8K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC250$16.8K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…250$16.8K0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC250$16.8K0.01%013F-HRTimeline
Creekmur Asset Management LLC247$16.6K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA240$16.1K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC200$13.4K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.172$11.6K0.01%13F-HRTimeline
Headlands Technologies LLC165$11.1K<0.01%-5313F-HRTimeline
Kiker Wealth Management, LLC152$10.2K0.01%-10013F-HRTimeline
Roxbury Financial LLC143$9.64K0.01%-3113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC135$9.07K<0.01%013F-HRTimeline
Painted Porch Advisors LLC115$7.73K<0.01%013F-HRTimeline
Bangor Savings Bank100$6.72K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.100$6.72K<0.01%13F-HRTimeline
WealthShield Partners, LLC90$6.05K<0.01%013F-HRTimeline
Investors Research Corp84$5.65K<0.01%013F-HRTimeline
Orion Capital Management LLC78$5.26K<0.01%013F-HRTimeline
JDM Financial Group LLC66$4.44K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC60$4.03K<0.01%013F-HRTimeline
Asset Dedication, LLC52$3.5K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.39$3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHESAPEAKE ASSET MANAGEMENT LLC37$2.49K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC36$2.42K<0.01%013F-HR/ATimeline
Transce3nd, LLC34$2.29K<0.01%+2613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…33$2.22K<0.01%-1413F-HRTimelineGroup
Horizon Investments, LLC18$1.21K<0.01%013F-HRTimeline
Integrity Financial Corp /WA18$1.21K<0.01%013F-HRTimeline
Parallel Advisors, LLC2$134<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$67<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.