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Disclosery

XME SPDR SERIES TRUST

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SHS (fund)

418 managers (423 13F filers) reported a position in XME shares at 2026-03-31, 28,373,659 shares in all. 112 filers opened a position and 67 filers sold out during the quarter.

Managers
418
13F filers
423
New
112
Added
133
Reduced
106
Sold out
67
Shares held by filers
28,373,659

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,579,721$819M0.06%+5,697,85213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,688,694$290M0.02%+223,17613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,164,703$126M0.02%+10,14913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.902,693$97.5M0.08%+777,38313F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …830,230$89.7M0.78%new13F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…814,000$87.9M0.6%-107,50013F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD736,863$79.6M0.87%-102,24113F-HRTimelineGroup
LPL Financial LLC722,429$78M0.02%+113,75013F-HRTimeline
Vanderbilt University721,414$77.9M14.8%-252,14513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC659,107$71.2M0.03%+136,70113F-HRTimelineGroup
Woodline Partners LP568,496$61.4M0.23%+518,71313F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC551,827$59.6M0.02%+144,87413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN461,621$49.9M0.01%-308,93013F-HR/ATimelineGroup
NATIXISin group Natixis Investment Managers449,426$48.5M0.19%-4,20913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding356,956$38.6M-1,140,802Timeline
Qube Research & Technologies Ltd345,016$37.3M0.05%+320,91613F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA344,037$37.2M0.07%-691,03513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA286,381$30.9M0.01%+24,31913F-HRTimelineGroup
SCS Capital Management LLC284,674$30.7M0.33%-22,97313F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC253,845$27.4M0.2%+113,36613F-HRTimelineGroup
HighTower Advisors, LLC253,815$27.4M0.03%-32,03713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC231,737$25M0.01%+107,60013F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS229,439$24.8M0.02%-1,148,27313F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…200,000$21.6M0.04%013F-HRTimeline
SMI Advisory Services, LLC180,486$19.9M3.28%+69,27913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC164,561$17.7M0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/148,656$16.1M0.01%+45,27113F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV144,400$15.6M0.54%+12,76713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,884$14.2M0.02%+11,46913F-HRTimelineGroup
Cambridge Investment Research Advisors,…123,569$13.3M0.03%+72,41913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC116,959$12.6M0.01%-387,05813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC115,631$12.5M0.02%+35,99113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.104,700$11.3M0.14%new13F-HRTimelineGroup
Allianz SEin group Allianz SE101,270$10.9M0.12%+15,50013F-HRTimelineGroup
Private Advisor Group, LLC100,758$10.9M0.05%-14,10913F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …97,000$10.5M1.33%new13F-HRTimelineGroup
Cetera Investment Advisers96,839$10.5M0.01%-8,80413F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding96,350$10.4M+36,509Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…84,347$9.11M0.01%+4,35313F-HRTimelineGroup
CWM, LLCin group CWM, LLC83,787$9.05M0.02%-106,06913F-HRTimelineGroup
FORTEM FINANCIAL GROUP, LLC82,826$8.95M2.24%-24,44613F-HRTimeline
SG Americas Securities, LLC79,531$8.59M0.01%-11,29413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC77,190$8.34M0.02%new13F-HRTimelineGroup
FOCUS Wealth Advisors, LLC70,975$7.67M3.75%-4,02913F-HRTimeline
Cresset Asset Management, LLC70,796$7.65M0.03%+7,93913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding69,683$7.53M+38,020Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…69,541$7.51M<0.01%+38,57813F-HRTimelineGroup
JENNISON ASSOCIATES LLC67,898$7.33M0.01%-14,81013F-HRTimeline
University of Illinois Foundation66,744$7.21M1.48%new13F-HRTimeline
Quantitative Investment Management, LLC66,592$7.19M0.75%new13F-HRTimeline
Parallax Volatility Advisers, L.P.60,989$7.16M0.32%+60,98813F-HRTimeline
Legend Financial Advisors, Inc.65,923$7.12M4.59%-26,39513F-HRTimeline
OKABENA INVESTMENT SERVICES INC65,387$7.06M1.36%013F-HRTimeline
Brandywine Financial Group63,936$6.91M5.86%+63,82213F-HRTimeline
EVOKE WEALTH, LLC62,508$6.75M0.12%+1,47713F-HRTimeline
Ted Buchan & Co62,246$6.72M2.44%-13,71413F-HRTimeline
Wealthfront Advisers LLC61,780$6.67M0.01%+7,38513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC58,997$6.37M0.84%new13F-HRTimeline
VESTOR CAPITAL, LLC57,878$6.25M0.45%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth57,119$6.17M0.01%-6,72613F-HRTimelineGroup
Beacon Pointe Advisors, LLC54,908$5.93M0.03%-4,08513F-HRTimeline
Riggs Asset Managment Co. Inc.54,268$5.86M1.21%+50,03413F-HRTimeline
Mariner, LLCin group Mariner, LLC51,671$5.58M0.01%+2,58913F-HRTimelineGroup
Chicago Wealth Management, Inc.51,529$5.57M2.22%+25,79013F-HRTimeline
Norris Financial Group, LLC50,188$5.42M1.77%-3613F-HRTimeline
CIBC WORLD MARKET INC.50,027$5.4M0.01%+18,22813F-HRTimeline
Graham Capital Management, L.P.45,000$4.86M0.16%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC44,600$4.82M0.01%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC44,488$4.81M0.29%-8,69013F-HRTimeline
180 WEALTH ADVISORS, LLC42,629$4.6M0.52%+3,75413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.42,265$4.56M0.41%+12,76713F-HRTimelineGroup
Amitell Capital Pte Ltd41,755$4.51M7.23%-9,81813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO43,223$4.47M<0.01%+5,39513F-HR/ATimelineGroup
Meridian Wealth Management, LLC40,838$4.41M0.16%+13,33713F-HRTimeline
Dynamic Advisor Solutions LLC40,581$4.38M0.14%-2,42113F-HRTimeline
HERBST GROUP, LLC40,502$4.37M2.7%-20,69913F-HRTimeline
TCP Asset Management, LLC40,383$4.36M0.56%new13F-HRTimeline
Greenline Partners, LLC39,817$4.3M0.46%-79513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,869$4.2M<0.01%-67513F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management38,800$4.19M0.01%013F-HRTimelineGroup
ARS Investment Partners, LLC38,460$4.15M0.22%-4,66713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS38,132$4.12M0.01%+8,48413F-HRTimeline
Proficio Capital Partners LLC38,075$4.11M0.22%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.36,171$3.91M0.06%+13,04913F-HRTimeline
Fosun International Ltd33,059$3.57M0.9%new13F-HRTimeline
Steward Partners Investment Advisory, L…32,292$3.49M0.02%+26,99613F-HRTimeline
Silver Coast Investments LLC32,206$3.48M1.11%-62013F-HRTimeline
TD Waterhouse Canada Inc.31,595$3.46M0.01%+8,95513F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…31,786$3.43M0.04%new13F-HRTimelineGroup
Advocate Investing Services LLC31,242$3.37M2.86%-8413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…31,007$3.35M0.01%new13F-HRTimelineGroup
Caption Management, LLC30,984$3.35M0.16%-21,41613F-HRTimeline
Private Wealth Advisors, LLC30,901$3.34M0.94%-7,77713F-HRTimeline
Arch Global Advisors, LLC30,779$3.32M1.73%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding30,554$3.3M+3,858Timeline
Baker Avenue Asset Management, LP30,480$3.29M0.08%+54913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC30,329$3.28M0.03%new13F-HRTimelineGroup
Compagnie Lombard Odier SCmA28,075$3.03M0.04%-2,42513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC27,873$3.01M<0.01%-1,52213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,843$3.01M<0.01%new13F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd27,559$2.98M0.06%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,463$2.97M0.01%+1,40613F-HRTimelineGroup
Fisher Asset Management, LLC27,047$2.92M<0.01%-813F-HRTimeline
Pekin Hardy Strauss, Inc.26,863$2.9M0.3%-1,60013F-HRTimeline
PFG Advisors26,628$2.88M0.14%+69813F-HRTimeline
Sanctuary Advisors, LLC26,590$2.87M0.02%+10,64213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC25,173$2.84M0.16%-5,61713F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP24,658$2.66M<0.01%+6,01313F-HRTimelineGroup
Great Diamond Partners, LLC24,520$2.65M0.51%new13F-HRTimeline
Fullerton Fund Management Co Ltd.24,400$2.64M0.21%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC24,261$2.62M0.83%-8,04913F-HRTimeline
RPg Family Wealth Advisory, LLC23,933$2.59M0.54%+2,41213F-HRTimeline
Retirement Planning Group, LLC23,494$2.54M0.08%new13F-HRTimeline
Waverly Advisors, LLC23,335$2.52M0.02%new13F-HRTimeline
Clarus Wealth Advisors22,760$2.5M1.07%+28113F-HRTimeline
Risk Paradigm Group, LLC22,973$2.48M2.12%+2,41213F-HRTimeline
PINNACLE ASSOCIATES LTD22,591$2.44M0.03%-613F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…22,000$2.38M1.23%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC21,742$2.35M0.01%+6,27513F-HRTimeline
MGO ONE SEVEN LLC21,738$2.35M0.05%+18,42313F-HRTimeline
LANE BROTHERS & CO INC21,717$2.35M1.71%+1,90213F-HRTimeline
Farther Finance Advisors, LLC20,955$2.3M0.02%+13,03313F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC21,065$2.28M1.33%+2,10113F-HRTimeline
AVALON CAPITAL MANAGEMENT20,987$2.27M0.64%+18,38013F-HRTimeline
IFP Advisors, Inc20,195$2.18M0.05%+7,67213F-HRTimeline
IHT Wealth Management, LLC20,129$2.17M0.05%-62713F-HRTimeline
Quarry LP19,431$2.1M0.42%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,401$2.1M0.01%+61813F-HRTimelineGroup
Snowden Capital Advisors LLC19,031$2.06M0.05%-34813F-HRTimeline
Advisory Services Network, LLC18,255$1.97M0.03%+3,24413F-HRTimeline
Royal Fund Management, LLC35,762$1.96M0.19%+8,00913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.17,821$1.92M<0.01%-1,53513F-HRTimelineGroup
Capital Wealth Alliance, LLC17,715$1.91M0.87%-69713F-HRTimeline
Atria Investments, Inc17,432$1.88M0.02%new13F-HRTimeline
Darwin Wealth Management, LLC17,392$1.88M0.59%-1,29813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,190$1.86M0.04%+13313F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,956$1.83M<0.01%-129,19513F-HRTimelineGroup
SHAKER INVESTMENTS LLC/OH16,833$1.82M0.83%new13F-HRTimeline
CALTON & ASSOCIATES, INC.16,595$1.79M0.26%-96313F-HRTimeline
Whalen Wealth Management Inc.16,043$1.73M0.93%new13F-HRTimeline
BOS Asset Management, LLC15,850$1.71M0.44%-36213F-HRTimeline
Heartwood Wealth Advisors LLC15,541$1.68M0.15%-2,53413F-HRTimeline
GUIDANCE CAPITAL, INC13,738$1.63M0.37%+10,15613F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.14,780$1.6M<0.01%+1,20013F-HRTimelineGroup
First Heartland Consultants, Inc.14,211$1.53M0.12%new13F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…14,200$1.53M2.85%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.14,000$1.51M0.04%new13F-HR/ATimelineGroup
Janney Montgomery Scott LLC13,584$1.47M<0.01%+74113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,440$1.45M0.02%+813F-HRTimelineGroup
Vermillion Wealth Management, Inc.13,382$1.45M0.58%+1,78713F-HRTimeline
Sequoia Financial Advisors, LLC12,587$1.36M0.01%+22313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC12,564$1.36M0.45%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,556$1.36M0.01%new13F-HRTimelineGroup
E&G Advisors, LLC12,548$1.36M0.3%+82213F-HRTimeline
Ciovacco Capital Management LLC12,460$1.35M0.78%new13F-HRTimeline
OpenArc Corporate Advisory, LLC12,442$1.34M0.02%+4,75013F-HRTimeline
Bright Futures Wealth Management, LLC.12,372$1.34M0.91%-50313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,220$1.32M<0.01%-1,44913F-HRTimelineGroup
MONTAG A & ASSOCIATES INC11,796$1.27M0.06%-15513F-HRTimeline
Creative Planningin group Creative Planning11,565$1.25M<0.01%+3,02113F-HRTimelineGroup
Western Wealth Management, LLC11,499$1.24M0.05%+8,04013F-HR/ATimeline
Arax Advisory Partners11,458$1.24M0.03%+11,44313F-HRTimeline
BLAIR WILLIAM & CO/IL11,050$1.19M<0.01%+8,63813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd11,000$1.19M0.05%013F-HRTimelineGroup
McMill Wealth Management24,349$1.18M0.31%new13F-HRTimeline
Cadent Capital Advisors, LLC10,788$1.17M0.31%-9,68313F-HRTimeline
Ausdal Financial Partners, Inc.10,616$1.15M0.05%+1,08713F-HRTimeline
LaSalle St. Investment Advisors, LLC10,610$1.15M0.16%+213F-HRTimeline
Compound Planning, Inc.10,475$1.13M0.03%-9713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,433$1.13M<0.01%+2,99913F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.10,595$1.12M0.01%-9,26113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD10,215$1.1M<0.01%+7,51513F-HRTimelineGroup
Investment Management Trust, LLC10,171$1.1M1.07%13F-HRTimeline
Fox Hill Wealth Management10,072$1.09M0.52%+513F-HRTimeline
Modern Wealth Management, LLC9,268$1.02M0.02%-813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,363$1.01M0.17%+50513F-HRTimeline
Ballast Rock Private Wealth LLC9,224$996K0.55%+113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC8,921$964K0.46%+2,22613F-HRTimeline
Integrated Wealth Concepts LLC8,882$959K0.01%+6,86213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,870$957K<0.01%+3,26713F-HRTimelineGroup
Pettinga Financial Advisors LLC8,844$955K0.18%-52513F-HRTimeline
Merit Financial Group, LLC8,718$942K0.01%-2,06613F-HRTimeline
Fermata Advisors, LLC8,534$922K0.21%+24913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP8,465$914K<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors8,353$902K0.04%new13F-HRTimeline
Texas Yale Capital Corp.8,179$883K0.03%+22513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,177$883K0.03%+85813F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…8,090$874K0.01%-4,23813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC8,042$869K<0.01%+2,72113F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …8,009$865K0.15%new13F-HRTimelineGroup
Stamos Capital Partners, L.P.7,913$855K0.13%-3,96713F-HRTimeline
&PARTNERS7,761$837K<0.01%+1,99813F-HRTimeline
HBW ADVISORY SERVICES LLC7,723$834K0.09%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC7,695$831K0.02%013F-HRTimelineGroup
NewEdge Advisors, LLC7,531$813K<0.01%+1,65213F-HR/ATimeline
Verdence Capital Advisors LLC7,529$813K0.05%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,702$798K0.01%+24513F-HRTimelineGroup
HRT FINANCIAL LP7,371$796K<0.01%new13F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …7,200$778K<0.01%+20013F-HRTimelineGroup
Independent Advisor Alliance7,193$777K0.01%new13F-HRTimeline