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Disclosery

XSW SPDR SERIES TRUST

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ST STR SW SERV (fund)

129 managers (132 13F filers) reported a position in XSW shares at 2026-06-30, 1,185,327 shares in all. 27 filers opened a position and 12 filers sold out during the quarter.

Managers
129
13F filers
132
New
27
Added
29
Reduced
35
Sold out
12
Shares held by filers
1,185,327

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
MORGAN STANLEYin group MORGAN STANLEY272,871$46.9M<0.01%+28,43213F-HRTimelineGroup
Kingsview Wealth Management, LLC108,897$18.7M0.23%+1,71213F-HRTimeline
LPL Financial LLC74,426$12.8M<0.01%-26,03913F-HRTimeline
McGuire Investment Group, LLC66,496$11.4M1%+21013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65,753$11.3M<0.01%+42,29313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC57,257$9.84M<0.01%+29,69413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,389$7.45M<0.01%-22,05013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO42,363$7.22M<0.01%+30,45213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding39,225$6.74M-2,753Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding31,437$5.4M+563Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,245$4.68M<0.01%+16,97913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,120$4.32M<0.01%+56213F-HRTimelineGroup
Performa Ltd (US), LLC22,000$3.78M0.61%-5,00013F-HRTimeline
IEQ CAPITAL, LLC20,844$3.58M0.02%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS19,700$3.38M<0.01%+9,78013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,618$2.51M<0.01%+1,85513F-HRTimelineGroup
Essex LLC14,537$2.5M0.38%-81913F-HRTimeline
HighTower Advisors, LLC13,929$2.39M<0.01%+62013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,766$2.19M<0.01%+10,23113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,905$2.05M0.05%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,388$1.96M<0.01%-2,16713F-HRTimelineGroup
Arax Advisory Partners10,274$1.77M0.01%+3,58213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,112$1.74M<0.01%+1,99413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,955$1.54M<0.01%-6,53713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,778$1.51M<0.01%-76313F-HR/ATimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…8,000$1.37M<0.01%013F-HRTimelineGroup
NFSG Corp6,727$1.16M0.14%-34413F-HRTimeline
Harding Loevner LP5,609$1.03M0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,760$990K<0.01%-4,26113F-HRTimelineGroup
Bawa N Mallick Trust4,680$804K0.26%+52013F-HRTimeline
HRT FINANCIAL LP4,353$747K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,265$733K<0.01%+1,43413F-HRTimelineGroup
Cetera Investment Advisers4,254$731K<0.01%+55413F-HRTimeline
Composition Wealth, LLC4,071$699K0.01%-9,40013F-HRTimeline
Steward Partners Investment Advisory, L…4,063$698K<0.01%+22013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC3,441$665K0.08%13F-HRTimeline
High Point Wealth Management, LLC3,385$581K0.48%-68213F-HRTimeline
Grant Private Wealth Management Inc3,129$538K0.23%-25013F-HRTimeline
VestGen Advisors, LLC3,101$533K0.02%-513F-HRTimeline
AMICA MUTUAL INSURANCE CO3,024$520K0.04%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,927$503K<0.01%-7,38213F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding2,904$499KnewTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,865$492K<0.01%+2,05913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,824$485K<0.01%-1,09413F-HRTimelineGroup
Kaizen Financial Strategies2,685$475K0.19%-5013F-HRTimeline
MAI Capital Management2,747$472K<0.01%-313F-HRTimeline
Dale Q Rice Investment Management Ltd2,717$467K0.25%-87913F-HRTimeline
Sharper & Granite LLC2,575$442K0.14%+1,05013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,575$442K<0.01%new13F-HRTimeline
NTV Asset Management LLC2,523$433K0.04%-30013F-HRTimeline
Disciplined Investors, L.L.C.2,464$423K0.21%new13F-HRTimeline
EFG International AGin group EFG International AG2,404$414K0.01%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC2,296$394K0.02%-6413F-HRTimeline
Creative Planningin group Creative Planning2,245$386K<0.01%+313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,279$382K<0.01%+25613F-HRTimelineGroup
Beacon Financial Advisory LLC2,156$370K0.07%013F-HRTimeline
V2 Financial group LLC2,100$361K0.13%+20013F-HRTimeline
Greenspring Advisors, LLC2,010$345K0.02%013F-HRTimeline
WARNER FINANCIAL, INC1,920$330K0.1%new13F-HRTimeline
Vertex Investment Solutions Co., Ltd.1,800$308K0.21%new13F-HRTimeline
MWA Asset Management1,723$296K0.13%+10913F-HRTimeline
IHT Wealth Management, LLC1,705$293K0.01%-1,17013F-HRTimeline
GSA CAPITAL PARTNERS LLP1,640$282K0.02%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,608$276K<0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors1,534$264K<0.01%013F-HRTimeline
Lynx Investment Advisory1,491$256K0.08%new13F-HRTimeline
Integrated Advisors Network LLC1,421$244K0.01%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,704$242K0.04%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,367$235K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,318$226K<0.01%-19713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,312$225K<0.01%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,287$221K0.01%-49613F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,227$211K<0.01%new13F-HR/ATimeline
Nautilus Advisors LLC1,185$210K0.12%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,202$207K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,126$193K<0.01%-413F-HRTimelineGroup
GGM Financial LLC1,059$182K0.07%-5513F-HRTimeline
LOWE BROCKENBROUGH & CO INC842$145K0.01%-3,30313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC776$133K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC767$132K<0.01%+28713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp673$116K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC604$104K<0.01%new13F-HRTimeline
Ramirez Asset Management, Inc.600$103K0.01%013F-HRTimeline
IFP Advisors, Inc536$92.1K<0.01%-31113F-HRTimeline
AdvisorNet Financial, Inc464$79.7K<0.01%+28713F-HRTimeline
Belvedere Trading LLC423$72.7K0.01%-3,37613F-HRTimeline
Canton Hathaway, LLC423$72.7K0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers390$66.1K<0.01%013F-HRTimelineGroup
Quantum Portfolio Management LLC375$64.4K0.02%new13F-HRTimeline
TD Waterhouse Canada Inc.250$44.2K<0.01%013F-HRTimeline
Parallel Advisors, LLC240$41.2K<0.01%new13F-HRTimeline
Miller Capital Partners, Inc.225$38.7K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/200$34.3K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO177$31.8K<0.01%-513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC167$28.6K<0.01%new13F-HRTimelineGroup
Regatta Research & Money Management161$27.7K0.03%13F-HRTimeline
SIMPLEX TRADING, LLC156$26.8K<0.01%new13F-HRTimeline
Tidemark, LLC120$20.6K<0.01%013F-HRTimeline
Sherman Asset Management, Inc.118$20.3K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…112$19.8K<0.01%013F-HRTimeline
Bullock Wealth Management Group107$18.9K0.01%13F-HRTimeline
BLAIR WILLIAM & CO/IL100$17.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC100$17.2K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$17.2K0.01%013F-HRTimeline
Copeland Capital Management, LLC95$16.3K<0.01%new13F-HRTimeline
NBH Bank90$15.5K0.01%13F-HRTimeline
PRIVATE TRUST CO NA80$13.7K<0.01%+113F-HRTimeline
VISION FINANCIAL MARKETS LLC78$13.6K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.72$12.4K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC70$12K<0.01%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC65$11.2K<0.01%new13F-HRTimeline
Nemes Rush Group LLC62$10.7K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/60$10.3K<0.01%-41213F-HRTimelineGroup
Bogart Wealth, LLC55$9.45K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\52$8.93K<0.01%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC50$8.59K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC43$7.39K<0.01%013F-HRTimelineGroup
Triumph Capital Management35$6.01K<0.01%-6213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33$5.7K<0.01%-5613F-HRTimelineGroup
LANARK FINANCIAL, INC.32$5.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25$4.29K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division11$1.89K<0.01%013F-HRTimeline
Mondrian Investment Partners LTD10$1.79K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc10$1.72K<0.01%013F-HRTimeline
CVA Family Office, LLC10$1.72K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6$1.03K<0.01%-3613F-HRTimelineGroup
Farther Finance Advisors, LLC3$515<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC2$344<0.01%013F-HRTimeline
Smartleaf Asset Management LLC0$115<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.