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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,458,016$139M0.01%+481,55513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,287,064$130M0.01%-94,28313F-HR/ATimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…2,100,000$119M1.07%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,314,289$74.6M0.01%-911,02213F-HRTimelineGroup
Vanderbilt University968,735$55M10.78%+1,09513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…935,500$53.1M0.87%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC842,045$47.8M0.02%-371,15213F-HR/ATimelineGroup
NATIXISin group Natixis Investment Managers802,788$45.6M0.31%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG640,381$36.3M0.01%+211,41313F-HRTimelineGroup
SCS Capital Management LLC446,644$25.3M0.52%-9,82413F-HRTimeline
LPL Financial LLC435,022$24.7M0.01%+65,10213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.407,690$23.1M0.05%-1,83113F-HR/ATimelineGroup
Financial Advocates Investment Manageme…235,632$21.5M1.22%+36,69113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC369,740$21M0.01%13F-HR/ATimelineGroup
HighTower Advisors, LLC339,363$19.3M0.03%+85,38213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC314,514$17.8M0.05%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN295,626$16.8M<0.01%-115,27313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC288,747$16.4M0.02%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC197,662$11.2M0.01%-93,74213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA193,457$11M<0.01%+11013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC183,295$10.4M0.01%+170,49013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS179,008$10.2M0.01%-250,69413F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.126,727$7.19M0.07%new13F-HRTimeline
Legend Financial Advisors, Inc.124,406$7.06M4.98%+1,14013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC122,091$6.93M0.04%-3,75813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC116,375$6.6M0.01%+110,81913F-HRTimelineGroup
EHP Funds Inc.104,100$5.91M6.1%new13F-HRTimeline
JENNISON ASSOCIATES LLC98,825$5.61M<0.01%-64,27613F-HRTimeline
Cresset Asset Management, LLC94,560$5.37M0.03%-1,99113F-HRTimeline
Tradewinds, LLC.85,263$5.3M1.47%-5,10713F-HRTimeline
GTS SECURITIES LLC91,681$5.2M0.25%+79,90213F-HRTimeline
FORTEM FINANCIAL GROUP, LLC91,667$5.2M2.02%-7513F-HRTimeline
HAP Trading, LLC89,567$5.08M1.7%new13F-HRTimeline
Capital Wealth Planning, LLC87,644$4.97M0.05%+65,56713F-HRTimeline
ARS Investment Partners, LLC85,160$4.83M0.44%-97713F-HRTimeline
Ted Buchan & Co80,998$4.6M2.17%+1,56113F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…80,065$4.54M0.39%+4,94413F-HRTimelineGroup
FOCUS Wealth Advisors, LLC78,504$4.46M2.36%-57013F-HRTimeline
HERBST GROUP, LLC77,819$4.42M2.75%+39,83813F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…77,629$4.41M0.04%+42,93713F-HRTimelineGroup
Allianz SEin group Allianz SE77,070$4.34M0.11%-6,50013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…76,289$4.33M<0.01%+68713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…70,517$4M0.01%+4,46113F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC70,070$3.98M1.11%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…66,786$3.79M<0.01%+35,64413F-HRTimelineGroup
BOS Asset Management, LLC64,131$3.64M1.3%+11,90113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,100$3.52M<0.01%-562,60213F-HRTimelineGroup
Cambridge Investment Research Advisors,…54,178$3.08M0.01%+2,85113F-HRTimeline
Silver Coast Investments LLC53,986$3.06M1.16%+1,70213F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…53,548$3.04M0.54%+2,67913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,388$3.03M<0.01%+60613F-HRTimelineGroup
IMC-Chicago, LLC53,162$3.02M0.08%new13F-HRTimeline
Lake Hills Wealth Management, LLC52,568$2.98M2.04%+8,51813F-HRTimeline
Private Wealth Advisors, LLC51,110$2.9M1.26%-28713F-HRTimeline
Veltria Advisors Corp.49,897$2.83M1.18%013F-HRTimeline
SG Americas Securities, LLC47,610$2.7M0.01%+9,10413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC46,491$2.64M<0.01%-1,05313F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC46,362$2.63M1.24%new13F-HRTimeline
Cetera Investment Advisers44,076$2.5M0.01%-1,05313F-HRTimeline
Private Advisor Group, LLC43,751$2.48M0.01%-8,89713F-HRTimeline
Greenline Partners, LLC43,245$2.45M0.34%+4,91813F-HRTimeline
TUDOR INVESTMENT CORP ET AL42,757$2.43M0.03%+26,30013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC42,340$2.4M0.01%+23,82013F-HRTimelineGroup
SCOTIA CAPITAL INC.42,186$2.39M0.01%-1,13413F-HRTimeline
CIBC WORLD MARKET INC.41,788$2.37M0.01%+16,33913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,488$2.3M<0.01%+27713F-HRTimelineGroup
Wealthfront Advisers LLC40,271$2.29M0.01%+7,04213F-HR/ATimeline
Sender Co & Partners, Inc.38,255$2.17M2.7%new13F-HRTimeline
CFC Planning Co LLC37,397$2.12M2.27%13F-HRTimeline
Janney Montgomery Scott LLC34,703$1.97M0.01%+4,03513F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …33,333$1.89M0.05%-3,44313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL33,288$1.89M0.01%+23313F-HRTimeline
180 WEALTH ADVISORS, LLC32,704$1.86M0.29%+2,10213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC32,500$1.84M<0.01%-21,30013F-HRTimeline
Family Firm, Inc.81,379$1.83M0.41%-71313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,692$1.74M<0.01%-41513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC29,806$1.69M<0.01%-28,89113F-HRTimelineGroup
Dynamic Advisor Solutions LLC29,736$1.69M0.07%+35513F-HRTimeline
Pekin Hardy Strauss, Inc.29,280$1.66M0.21%013F-HRTimeline
Snowden Capital Advisors LLC28,921$1.64M0.05%-6913F-HRTimeline
Compagnie Lombard Odier SCmA28,200$1.6M0.02%013F-HRTimeline
Quantessence Capital LLC27,479$1.56M0.64%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…27,041$1.53M0.03%+22,06013F-HRTimelineGroup
Heartwood Wealth Advisors LLC26,431$1.5M0.17%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC26,346$1.5M0.07%new13F-HRTimeline
Econ Financial Services Corp25,700$1.46M0.84%new13F-HRTimeline
GARDA CAPITAL PARTNERS LP25,380$1.44M1.16%new13F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.23,800$1.38M0.55%+12,30013F-HRTimeline
IHT Wealth Management, LLC24,026$1.36M0.04%-2,33513F-HRTimeline
EVOKE WEALTH, LLC23,956$1.36M0.04%+1413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,841$1.35M<0.01%-43,64213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.23,499$1.33M0.04%-14913F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.23,080$1.31M0.01%+90013F-HRTimelineGroup
Atria Investments, Inc22,427$1.27M0.02%-1,81413F-HRTimeline
LMR Partners LLPin group LMR Partners LLP22,314$1.27M0.02%+22,10413F-HRTimelineGroup
PINNACLE ASSOCIATES LTD21,976$1.25M0.02%-2,73713F-HRTimeline
TD Waterhouse Canada Inc.21,300$1.21M0.01%+77513F-HRTimeline
Black Maple Capital Management LP21,000$1.19M0.91%013F-HRTimeline
Almanack Investment Partners, LLC.20,979$1.19M0.18%+16,48113F-HRTimeline
Y-Intercept (Hong Kong) Ltd20,622$1.17M0.08%new13F-HRTimeline
IFP Advisors, Inc20,602$1.17M0.04%+1,01213F-HRTimeline
Everstar Asset Management, LLC20,000$1.14M0.8%+1,10213F-HRTimeline
Capital Wealth Alliance, LLC19,981$1.13M0.64%+4,57013F-HRTimeline
K.J. Harrison & Partners Inc18,900$1.09M0.17%013F-HRTimeline
Darwin Wealth Management, LLC19,049$1.08M0.36%new13F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC18,037$1.02M0.03%+1,33113F-HRTimeline
CALTON & ASSOCIATES, INC.18,030$1.02M0.45%+11,83913F-HRTimeline
Stamos Capital Partners, L.P.17,780$1.01M0.24%+8,52013F-HRTimeline
WOLVERINE TRADING, LLC16,211$912K0.02%-17113F-HRTimeline
Quantbot Technologies LP15,652$888K0.03%new13F-HRTimeline
S. R. Schill & Associates15,250$865K0.72%-1,66013F-HRTimeline
Maltin Wealth Management, Inc.14,854$843K0.41%+48513F-HRTimeline
Fisher Asset Management, LLC14,815$841K<0.01%+54013F-HRTimeline
Pettinga Financial Advisors LLC14,014$795K0.18%+3,45013F-HRTimeline
CWM, LLCin group CWM, LLC13,851$786K<0.01%+4,03913F-HRTimelineGroup
Sequoia Financial Advisors, LLC13,560$770K0.01%+3,14413F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,387$760K0.01%+1513F-HRTimelineGroup
DRW Securities, LLC13,162$747K0.05%+3,67213F-HRTimeline
Merit Financial Group, LLC12,857$730K0.01%-2,87913F-HRTimeline
Founders Financial Alliance, LLC12,823$728K0.2%-95313F-HRTimeline
MONTAG A & ASSOCIATES INC12,755$724K0.03%-14513F-HRTimeline
Atria Wealth Solutions, Inc.12,737$723K0.01%+6,78013F-HRTimeline
OneDigital Investment Advisors LLC12,675$719K0.01%-4413F-HRTimeline
Yong Rong (HK) Asset Management Ltd12,380$703K0.31%-47,62013F-HRTimeline
Crestline Management, L.P.12,300$698K0.02%new13F-HRTimeline
Fermata Advisors, LLC12,008$681K0.13%+46513F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/11,696$664K0.78%-2,61713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,562$656K0.04%+8,33913F-HRTimelineGroup
Integrated Wealth Concepts LLC11,495$652K0.01%+513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd11,000$624K0.06%013F-HRTimelineGroup
Advisory Services Network, LLC10,675$606K0.01%-9,22313F-HRTimeline
Fox Hill Wealth Management10,504$596K0.34%-22013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,349$587K0.12%013F-HRTimeline
Modern Wealth Management, LLC10,241$581K0.02%+56913F-HR/ATimeline
COMERICA BANK10,191$578K<0.01%-1,34113F-HR/ATimeline
E&G Advisors, LLC10,131$575K0.16%+4513F-HRTimeline
LaSalle St. Investment Advisors, LLC9,568$543K0.17%+1,28813F-HRTimeline
Vermillion Wealth Management, Inc.9,182$521K0.27%13F-HRTimeline
MML INVESTORS SERVICES, LLC9,175$521K<0.01%+1,17913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8,456$512K0.04%+4,42413F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD9,000$511K<0.01%+2,00013F-HRTimelineGroup
Integrated Advisors Network LLC8,917$506K0.02%-2,30013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD8,614$489K0.01%013F-HRTimelineGroup
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC8,569$486K0.01%new13F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC8,201$465K0.03%+1,66913F-HRTimeline
MGB Wealth Management, LLC7,940$451K0.14%013F-HRTimeline
CENTRAL TRUST Co7,732$439K0.01%-29513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC7,695$437K0.02%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.7,613$432K0.04%-43613F-HRTimeline
Cravens & Co Advisors, LLC7,324$416K0.32%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,095$403K<0.01%-34513F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding6,912$392K-9,087Timeline
PFG Advisors6,810$386K0.02%+52413F-HRTimeline
FNY Investment Advisers, LLC6,745$382K0.2%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA6,576$373K<0.01%+2,61013F-HR/ATimelineGroup
Texas Yale Capital Corp.6,529$371K0.01%013F-HRTimeline
MGO ONE SEVEN LLC6,351$360K0.01%-513F-HRTimeline
Meridian Wealth Management, LLC6,331$359K0.02%new13F-HRTimeline
Triumph Capital Management6,298$357K0.12%+11813F-HRTimeline
INSIGHT 2811, INC.6,222$353K0.18%-51413F-HRTimeline
Venture Visionary Partners LLC5,817$330K0.01%-51313F-HR/ATimeline
Evernest Financial Advisors, LLC5,741$326K0.08%+74313F-HRTimeline
Farther Finance Advisors, LLC5,724$325K0.01%+47113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,649$321K<0.01%new13F-HR/ATimelineGroup
MWA Asset Management5,554$315K0.21%+40413F-HRTimeline
Cadent Capital Advisors, LLC5,517$313K0.11%-1,57013F-HRTimeline
Canton Hathaway, LLC5,420$308K0.08%013F-HRTimeline
Overbrook Management Corp5,332$303K0.07%013F-HRTimeline
EP Wealth Advisors, LLC5,281$300K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,175$294K<0.01%+79513F-HR/ATimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,150$292K0.02%013F-HRTimeline
Strategies Wealth Advisors, LLC4,650$291K0.04%-7,50013F-HRTimeline
Claris Financial LLC5,009$284K0.19%13F-HRTimeline
Verdence Capital Advisors LLC5,000$284K0.02%-1,00013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd5,000$284K<0.01%013F-HRTimelineGroup
McAdam, LLC4,740$269K0.01%+11513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,634$249K<0.01%013F-HRTimelineGroup
World Investment Advisors4,336$246K0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,241$241K<0.01%-8,62813F-HRTimelineGroup
MAGNOLIA CAPITAL MANAGEMENT LTD4,065$231K0.18%013F-HRTimeline
GenTrust, LLC4,046$230K0.01%013F-HRTimeline
Trexquant Investment LP3,855$219K<0.01%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,854$218K<0.01%-739,36713F-HRTimelineGroup
Freedom Investment Management, Inc.3,821$217K0.02%-10413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,737$212K<0.01%013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC3,728$212K0.04%new13F-HRTimeline
ABLE Financial Group, LLC3,704$210K0.06%new13F-HRTimeline
NWAM LLC3,686$209K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,666$208K<0.01%013F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.3,658$208K0.01%new13F-HRTimelineGroup
Edgestream Partners, L.P.3,650$207K0.01%new13F-HRTimeline
SEARLE & CO.3,620$205K0.06%013F-HRTimeline
Creative Planningin group Creative Planning3,594$204K<0.01%+44413F-HRTimelineGroup
Strategic Blueprint, LLC3,532$200K0.01%013F-HRTimeline
Allworth Financial LP3,315$200K<0.01%013F-HRTimeline
AMICA MUTUAL INSURANCE CO3,435$195K0.02%013F-HRTimeline
Global Retirement Partners, LLC3,378$192K0.01%-13713F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A3,202$182K<0.01%+13313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,149$179K<0.01%+2,39513F-HRTimelineGroup
NewEdge Advisors, LLC2,801$159K<0.01%+1,80913F-HRTimeline