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Disclosery

XME SPDR SERIES TRUST

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SHS (fund)

Filings received so far for Q3 2026: 18 13F filers report a position in XME shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Farther Finance Advisors, LLC29,293$3.03M0.02%+4,28013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC20,696$2.14M0.55%-4,81013F-HRTimeline
Heartwood Wealth Advisors LLC17,064$1.77M0.14%+15213F-HRTimeline
BOS Asset Management, LLC10,273$1.06M0.25%-3,91513F-HRTimeline
Monument Capital Management7,484$775K0.16%-2013F-HRTimeline
Venture Visionary Partners LLC4,444$460K0.01%-15713F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD4,065$421K0.3%013F-HRTimeline
Apella Capital, LLC2,493$261K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC1,706$177K0.01%-23013F-HRTimeline
GK Wealth Management LLC1,406$146K0.08%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,087$113K0.01%013F-HRTimeline
CX Institutional775$80K<0.01%+15013F-HRTimeline
Quintet Private Bank (Europe) S.A.750$77.7K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC513$53.1K0.01%013F-HRTimeline
Grove Bank & Trust300$31.1K<0.01%-10013F-HRTimeline
Roxbury Financial LLC144$14.9K0.01%013F-HRTimeline
Bangor Savings Bank100$10.4K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division11$1.14K<0.01%013F-HRTimeline