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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
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.2,793,050$188M1.08%+1,935,00013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,287,663$154M0.01%-36,41013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,128,083$143M0.01%+60,27313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,959,322$132M0.01%+1,887,86713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,360,998$91.5M0.04%+253,77313F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,237,854$83.2M0.01%+239,78413F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…1,000,000$67.2M0.66%-525,00013F-HRTimelineGroup
Vanderbilt University971,339$65.3M12.32%+1,48013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…935,500$62.9M0.72%013F-HRTimelineGroup
NATIXISin group Natixis Investment Managers802,788$54M0.27%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP600,000$40.3M0.07%013F-HRTimelineGroup
LPL Financial LLC468,275$31.5M0.01%+10,55913F-HRTimeline
SCS Capital Management LLC455,434$30.6M0.34%+8,68713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC346,691$23.3M0.01%-18,71613F-HRTimelineGroup
HighTower Advisors, LLC319,823$21.5M0.03%-45,10913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN224,681$15.1M<0.01%+36,03813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA222,304$14.9M<0.01%+29,20913F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS201,328$13.5M0.01%-111,21213F-HRTimelineGroup
UBS Group AGin group UBS Group AG180,166$12.1M<0.01%-183,88013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC173,992$11.7M0.01%-457,01513F-HRTimelineGroup
Condire Management, LP152,085$10.2M1.47%new13F-HRTimeline
Volterra Technologies LP145,333$9.77M13.21%13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC135,700$9.12M0.05%+104,86013F-HRTimelineGroup
Decker Retirement Planning Inc.124,256$8.35M4.84%new13F-HRTimeline
Legend Financial Advisors, Inc.123,205$8.28M5.5%-2,24013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.117,677$7.91M0.01%-114,09713F-HR/ATimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC114,221$7.68M0.02%new13F-HR/ATimelineGroup
AE Wealth Management LLC111,294$7.48M0.05%+109,34313F-HRTimeline
Cresset Asset Management, LLC109,394$7.35M0.04%+5,80213F-HR/ATimeline
FORTEM FINANCIAL GROUP, LLC105,040$7.06M2.28%+6,28913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC104,263$7.01M0.01%-171,32513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…102,927$6.92M0.19%+54,54413F-HRTimelineGroup
Allianz SEin group Allianz SE101,070$6.79M0.16%+14,50013F-HRTimelineGroup
Ted Buchan & Co90,516$6.08M2.42%+5,12713F-HRTimeline
Graham Capital Management, L.P.90,000$6.05M0.18%-52,00013F-HRTimeline
JENNISON ASSOCIATES LLC81,590$5.48M<0.01%-20,59513F-HRTimeline
Cetera Investment Advisers78,510$5.28M0.01%+30,31013F-HRTimeline
FOCUS Wealth Advisors, LLC76,970$5.17M2.69%+39113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…73,795$4.96M0.01%-15,45713F-HRTimelineGroup
HERBST GROUP, LLC71,452$4.8M2.88%-3,27913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…69,233$4.65M<0.01%-5,66613F-HRTimelineGroup
ARS Investment Partners, LLC67,968$4.57M0.33%-17,09013F-HRTimeline
OKABENA INVESTMENT SERVICES INC65,387$4.4M0.98%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL64,575$4.34M0.03%new13F-HRTimeline
Cambridge Investment Research Advisors,…61,125$4.11M0.01%-8713F-HRTimeline
SG Americas Securities, LLC58,034$3.9M0.02%+4,10713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC56,782$3.82M<0.01%+8,21813F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC54,010$3.63M0.24%+56013F-HRTimeline
Private Wealth Advisors, LLC52,993$3.56M1.4%+65913F-HRTimeline
WOLVERINE TRADING, LLC53,504$3.55M0.09%-39,50913F-HRTimeline
Silver Coast Investments LLC47,790$3.21M1.17%-6,87213F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…47,147$3.17M0.54%-30,83213F-HRTimelineGroup
Dynamic Advisor Solutions LLC46,979$3.16M0.1%+16,47213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC45,136$3.03M<0.01%-54513F-HRTimeline
Greenline Partners, LLC41,840$2.81M0.38%+3,10913F-HRTimeline
Wealthfront Advisers LLC40,184$2.7M0.01%-84313F-HRTimeline
SCOTIA CAPITAL INC.39,651$2.67M0.01%+1,09913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/39,551$2.66M<0.01%+32113F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management38,800$2.61M0.01%013F-HRTimelineGroup
Caption Management, LLC38,800$2.61M0.24%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC37,711$2.53M0.98%-15813F-HRTimeline
Empowered Funds, LLC37,031$2.49M0.03%new13F-HRTimeline
180 WEALTH ADVISORS, LLC36,817$2.47M0.35%+2,16513F-HRTimeline
HITE Hedge Asset Management LLC35,659$2.4M0.14%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…35,371$2.38M0.18%-39,00413F-HRTimelineGroup
Veltria Advisors Corp.35,117$2.36M1.58%013F-HRTimeline
Family Firm, Inc.34,714$2.33M0.56%-16813F-HRTimeline
Private Advisor Group, LLC32,430$2.18M0.01%-4,29213F-HRTimeline
PFG Advisors29,177$1.96M0.09%+22,75013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,397$1.91M0.12%new13F-HRTimelineGroup
Fisher Asset Management, LLC28,288$1.9M<0.01%+11,10013F-HRTimeline
Compagnie Lombard Odier SCmA28,200$1.9M0.02%013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD28,156$1.89M0.49%+21,97513F-HRTimelineGroup
CIBC WORLD MARKET INC.27,636$1.86M<0.01%-14,01613F-HRTimeline
Pekin Hardy Strauss, Inc.26,564$1.79M0.2%-2,06613F-HRTimeline
Jain Global LLC26,387$1.77M0.03%new13F-HRTimeline
Heartwood Wealth Advisors LLC25,766$1.73M0.18%+3513F-HRTimeline
Clarus Wealth Advisors25,218$1.73M0.8%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.25,741$1.73M0.04%+36013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,695$1.73M<0.01%+4,33513F-HRTimelineGroup
Stamos Capital Partners, L.P.24,501$1.65M0.3%+5,12113F-HRTimeline
EHP Funds Inc.23,800$1.6M1.84%-22,40013F-HRTimeline
IHT Wealth Management, LLC23,054$1.55M0.04%-51513F-HRTimeline
EVOKE WEALTH, LLC22,836$1.54M0.04%+2013F-HRTimeline
PINNACLE ASSOCIATES LTD22,654$1.52M0.02%-17213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,310$1.5M0.04%-1,40913F-HRTimeline
Y-Intercept (Hong Kong) Ltd21,750$1.46M0.04%new13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…21,453$1.44M0.01%-174,68013F-HRTimelineGroup
TD Waterhouse Canada Inc.21,250$1.43M0.01%-20013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.20,780$1.4M0.01%-3,30013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,826$1.33M<0.01%+1,52113F-HRTimelineGroup
Capital Wealth Alliance, LLC19,324$1.3M0.7%+67113F-HRTimeline
Snowden Capital Advisors LLC19,309$1.3M0.04%-40013F-HRTimeline
Darwin Wealth Management, LLC19,245$1.29M0.45%+19613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,422$1.24M<0.01%-12,36513F-HR/ATimelineGroup
IFP Advisors, Inc18,068$1.21M0.03%-2,70013F-HRTimeline
CWM, LLCin group CWM, LLC17,769$1.19M<0.01%+6,61313F-HRTimelineGroup
CALTON & ASSOCIATES, INC.17,445$1.17M0.2%-41413F-HRTimeline
Mariner, LLCin group Mariner, LLC17,017$1.14M<0.01%-74113F-HRTimelineGroup
Janney Montgomery Scott LLC16,558$1.11M<0.01%-1,08613F-HRTimeline
BOS Asset Management, LLC16,414$1.1M0.35%+14913F-HRTimeline
Pettinga Financial Advisors LLC14,384$967K0.21%+34013F-HRTimeline
DRW Securities, LLC14,717$951K0.07%-4,87813F-HRTimeline
Atria Wealth Solutions, Inc.13,797$950K0.02%-10513F-HRTimeline
Clark Capital Management Group, Inc.13,826$929K0.01%new13F-HRTimeline
GREENBERG FINANCIAL GROUP8,627$922K0.35%-67913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,401$901K0.01%+1813F-HRTimelineGroup
Everstar Asset Management, LLC13,021$875K0.53%-8,70013F-HRTimeline
RPg Family Wealth Advisory, LLC12,699$854K0.23%+17113F-HRTimeline
Sequoia Financial Advisors, LLC12,362$831K0.01%-21413F-HRTimeline
IMC-Chicago, LLC12,205$820K0.02%new13F-HRTimeline
MONTAG A & ASSOCIATES INC12,185$819K0.04%-57013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …12,000$807K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC11,973$805K0.01%-35513F-HRTimeline
Vermillion Wealth Management, Inc.11,360$764K0.36%+92613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,295$759K<0.01%-100,15313F-HRTimelineGroup
Advisory Services Network, LLC10,209$749K0.01%-78313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd11,000$739K0.05%013F-HRTimelineGroup
Merit Financial Group, LLC10,815$727K0.01%-1,16613F-HRTimeline
Fox Hill Wealth Management10,579$711K0.37%+6813F-HRTimeline
Black Maple Capital Management LP10,500$706K0.49%-10,50013F-HRTimeline
Meridian Wealth Management, LLC10,370$697K0.03%+2,06113F-HRTimeline
LaSalle St. Investment Advisors, LLC10,367$696K0.19%+60613F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,349$696K0.13%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,300$692K<0.01%new13F-HRTimeline
Fermata Advisors, LLC10,126$681K0.18%-1,39213F-HRTimeline
Man Group plcin group Man Group plc10,108$679K<0.01%new13F-HRTimelineGroup
Modern Wealth Management, LLC9,984$671K0.02%-49513F-HR/ATimeline
E&G Advisors, LLC9,881$664K0.17%-16013F-HRTimeline
COMERICA BANK9,445$635K<0.01%-69613F-HRTimeline
Integrated Wealth Concepts LLC9,383$631K0.01%-2,35813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,058$609K<0.01%+213F-HRTimelineGroup
Almanack Investment Partners, LLC.8,985$604K0.1%-24213F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD8,614$579K0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,576$576K<0.01%-32,72613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,428$567K<0.01%+48313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD8,000$538K<0.01%-1,00013F-HRTimelineGroup
Quarry LP8,000$538K0.12%new13F-HRTimeline
MGB Wealth Management, LLC7,991$537K0.18%+1,15013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC7,695$517K0.02%013F-HRTimelineGroup
Texas Yale Capital Corp.7,454$501K0.02%+92513F-HRTimeline
Comprehensive Financial Consultants Ins…7,154$481K0.16%+1,04013F-HRTimeline
Strategic Blueprint, LLC6,986$470K0.02%+23313F-HRTimeline
Ausdal Financial Partners, Inc.6,581$442K0.03%-26813F-HRTimeline
AMICA MUTUAL INSURANCE CO6,490$437K0.04%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC6,403$430K0.02%+2,66513F-HRTimeline
MGO ONE SEVEN LLC6,245$420K0.01%+40713F-HRTimeline
INSIGHT 2811, INC.6,222$418K0.2%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,058$407K<0.01%+2913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,059$407K<0.01%+4,48213F-HR/ATimelineGroup
CX Institutional6,041$406K0.01%new13F-HR/ATimeline
Creative Planningin group Creative Planning5,915$398K<0.01%new13F-HRTimelineGroup
Venture Visionary Partners LLC5,696$383K0.01%-2513F-HRTimeline
Kingsview Wealth Management, LLC5,637$379K0.01%new13F-HRTimeline
Capital Square, LLC5,098$373K0.2%+89313F-HRTimeline
Farther Finance Advisors, LLC5,441$366K0.01%-36513F-HRTimeline
Integrated Advisors Network LLC5,360$360K0.02%-3,40713F-HRTimeline
CENTRAL TRUST Co5,339$359K0.01%-1,79913F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL5,277$355K0.06%-5,89413F-HR/ATimeline
HRT FINANCIAL LP5,263$353K<0.01%+45013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,003$351K<0.01%+10113F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.5,100$343K0.09%new13F-HRTimeline
J.W. COLE ADVISORS, INC.4,880$328K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC4,571$307K<0.01%-20013F-HRTimeline
Pinnacle Family Advisors, LLC4,270$287K0.14%new13F-HRTimeline
Oxbow Advisors, LLC4,075$274K0.03%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD4,065$273K0.22%013F-HRTimeline
McAdam, LLC3,997$269K0.01%+2913F-HRTimeline
Triumph Capital Management3,943$265K0.08%-1,24813F-HR/ATimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC3,869$260K0.01%new13F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA3,832$258K<0.01%-5,38013F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,737$251K<0.01%013F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.3,710$249K0.01%-9913F-HRTimelineGroup
SEARLE & CO.3,620$243K0.07%013F-HRTimeline
Walkner Condon Financial Advisors LLC3,578$241K0.04%013F-HRTimeline
Freedom Investment Management, Inc.3,418$230K0.02%-18313F-HRTimeline
Evernest Financial Advisors, LLC3,408$229K0.07%-23713F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,399$228K0.03%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.3,382$227K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC3,364$226K0.01%13F-HRTimeline
World Investment Advisors3,329$224K0.01%new13F-HRTimeline
Allworth Financial LP3,315$223K<0.01%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding3,250$218K-144,283Timeline
Lido Advisors, LLCin group Lido Advisors, LLC3,110$209K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,024$203K0.01%+2,86913F-HRTimeline
Arkadios Wealth Advisors3,023$203K0.01%new13F-HRTimeline
SOL Capital Management CO3,000$202K0.02%new13F-HRTimeline
Cadence Bank3,000$202K0.01%new13F-HRTimeline
Choate Investment Advisors2,911$196K<0.01%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding2,735$184K-82,549Timeline
NewEdge Advisors, LLC2,579$173K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,527$170K<0.01%-26013F-HRTimeline
Canton Hathaway, LLC2,376$160K0.03%-50013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,325$156K<0.01%+2,11813F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,016$136K<0.01%-48013F-HRTimeline
WORMSER FRERES GESTION2,000$134K0.08%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…2,000$134K0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust1,941$130K0.01%+313F-HRTimeline
Rialto Wealth Management, LLC1,806$121K0.03%013F-HRTimeline
FMR LLCin group FMR LLC1,784$120K<0.01%-24713F-HRTimelineGroup