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Disclosery

XME SPDR SERIES TRUST

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SHS (fund)

453 managers (459 13F filers) reported a position in XME shares at 2026-06-30, 30,446,946 shares in all. 88 filers opened a position and 53 filers sold out during the quarter.

Managers
453
13F filers
459
New
88
Added
153
Reduced
114
Sold out
53
Shares held by filers
30,446,946

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
PlanVest Financial, Inc149$16K0.01%013F-HRTimeline
Roxbury Financial LLC144$15.4K0.01%013F-HRTimeline
Financial Life Planners138$14.8K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA132$14.1K<0.01%013F-HRTimelineGroup
Archer Investment Corp130$13.9K<0.01%013F-HR/ATimeline
Catherine Avery Investment Management L…130$13.9K0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.129$13.8K<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC125$13.4K0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC112$11.8K<0.01%new13F-HRTimelineGroup
Principia Wealth Advisory, LLC101$10.8K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC101$10.8K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…100$10.7K<0.01%013F-HRTimeline
Bangor Savings Bank100$10.7K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.100$10.7K<0.01%013F-HRTimeline
Atlatl Advisers LLC100$10.7K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC85$9K<0.01%013F-HRTimelineGroup
CREDIT INDUSTRIEL ET COMMERCIAL83$8.88K<0.01%-14613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…82$8.56K<0.01%new13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD74$7.91K<0.01%new13F-HRTimelineGroup
JDM Financial Group LLC66$7.09K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…66$7.06K<0.01%013F-HRTimelineGroup
Caitlin John, LLC61$6.52K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC60$6.42K<0.01%-78413F-HRTimeline
Integrity Financial Corp /WA58$6.2K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.57$6.09K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding54$5.77K-651Timeline
Asset Dedication, LLC52$5.56K<0.01%013F-HRTimeline
SHP Wealth Management52$5.56K<0.01%new13F-HRTimeline
LMR Partners LLPin group LMR Partners LLP50$5.35K<0.01%new13F-HRTimelineGroup
Atomic Invest LLC45$4.79K<0.01%-13513F-HRTimeline
Parallel Advisors, LLC42$4.49K<0.01%-813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.39$4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SALEM INVESTMENT COUNSELORS INC36$3.85K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners36$3.85K<0.01%new13F-HRTimelineGroup
WealthCollab, LLC33$3.53K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC30$3.21K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.30$3.21K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.30$3.21K<0.01%new13F-HRTimeline
Horizon Investments, LLC29$3.1K<0.01%-2913F-HRTimeline
Founders Financial Alliance, LLC24$2.57K<0.01%013F-HRTimeline
VIMA LLC23$2.46K<0.01%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC20$2.14K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC18$1.93K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC17$1.82K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC15$1.61K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …15$1.58K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13$1.4K<0.01%-9513F-HRTimelineGroup
Central Pacific Bank - Trust Division11$1.18K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.10$1.07K<0.01%013F-HRTimeline
NFSG Corp10$1.07K<0.01%-1,49013F-HRTimeline
Bear Mountain Capital, Inc.8$835<0.01%new13F-HRTimeline
Imprint Wealth LLC7$749<0.01%013F-HRTimeline
Mechanics Financial Corp6$642<0.01%new13F-HRTimeline