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Disclosery

XSW SPDR SERIES TRUST

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ST STR SW SERV (fund)

119 managers (119 13F filers) reported a position in XSW shares at 2025-03-31, 1,541,954 shares in all. 18 filers opened a position and 12 filers sold out during the quarter.

Managers
119
13F filers
119
New
18
Added
36
Reduced
25
Sold out
12
Shares held by filers
1,541,954

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/575,943$92.1M0.01%+142,27713F-HRTimelineGroup
LPL Financial LLC142,719$22.8M0.01%+9,57113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY97,847$15.6M<0.01%-9,35113F-HRTimelineGroup
Kingsview Wealth Management, LLC68,040$10.9M0.2%+7,93313F-HRTimeline
McGuire Investment Group, LLC66,129$10.6M1.57%+22113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…54,506$8.71M0.02%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG42,363$6.77M<0.01%+4,39213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,597$6.14M<0.01%+31,96113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.30,210$4.83M<0.01%+3,64513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN28,318$4.53M<0.01%+1,23613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,838$4.29M<0.01%+26313F-HRTimelineGroup
IEQ CAPITAL, LLC21,044$3.36M0.03%+26713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,845$3.33M<0.01%-2,05913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC20,620$3.3M0.01%+2,03213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,311$3.25M<0.01%-4,14813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,000$3.2M<0.01%+10,00013F-HRTimelineGroup
Northeast Financial Consultants Inc19,089$3.05M0.14%-73413F-HRTimeline
Baker Avenue Asset Management, LP18,800$3.01M0.09%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…16,239$2.6M0.22%+98213F-HRTimelineGroup
HighTower Advisors, LLC13,755$2.2M<0.01%-2513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,297$1.65M<0.01%+29613F-HR/ATimelineGroup
Dale Q Rice Investment Management Ltd9,519$1.52M0.79%+77813F-HRTimeline
Merit Financial Group, LLC8,917$1.43M0.02%-1,42313F-HRTimeline
Fort Point Capital Partners LLC8,598$1.37M0.15%+1513F-HRTimeline
NFSG Corp7,975$1.27M0.31%+25713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC7,000$1.11M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,955$1.11M<0.01%+2,15613F-HRTimelineGroup
J. W. Coons Advisors, LLC6,695$1.07M0.28%+20013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,594$1.05M<0.01%+2,23113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,013$961K<0.01%-2,18013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,643$902K<0.01%+3,18113F-HRTimelineGroup
Tandem Financial, LLC5,284$845K0.92%-2513F-HRTimeline
Arax Advisory Partners4,509$721K0.05%+4,42013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,281$684K0.03%-2,09513F-HRTimelineGroup
Bawa N Mallick Trust4,160$665K0.31%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …4,000$639K0.08%013F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO3,759$601K0.07%-38413F-HRTimeline
Grant Private Wealth Management Inc3,641$582K0.63%-6013F-HRTimeline
NTV Asset Management LLC3,623$579K0.08%-40013F-HRTimeline
Financial Advocates Investment Manageme…3,570$571K0.04%new13F-HRTimeline
Quantum Private Wealth, LLC3,053$488K0.18%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,889$469K<0.01%+1,22913F-HR/ATimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…2,914$466K0.08%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,881$461K<0.01%+30513F-HR/ATimelineGroup
Beacon Financial Advisory LLC2,846$455K0.14%+15113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,795$447K0.04%+40813F-HR/ATimeline
Kaizen Financial Strategies2,760$441K0.25%new13F-HRTimeline
Foundations Investment Advisors, LLC2,723$435K0.01%-98113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,722$435K0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP2,596$414K<0.01%new13F-HRTimeline
NorthCoast Asset Management LLC2,549$407K<0.01%-7413F-HR/ATimeline
Sivia Capital Partners, LLC2,212$354K0.17%-6113F-HRTimeline
Cambridge Investment Research Advisors,…2,206$353K<0.01%+10113F-HRTimeline
Cetera Investment Advisers2,158$345K<0.01%+88713F-HRTimeline
RMR Wealth Builders2,153$344K0.04%new13F-HRTimeline
Ground Swell Capital, LLC2,115$338K0.77%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,112$338K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning2,069$331K<0.01%-12613F-HRTimelineGroup
Sunbelt Securities, Inc.2,042$326K0.03%+27513F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC2,006$321K<0.01%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP1,977$316K0.02%-7013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,859$297K0.06%013F-HRTimeline
V2 Financial group LLC1,800$288K0.19%013F-HRTimeline
GSA CAPITAL PARTNERS LLP1,606$257K0.02%+41213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,591$254K<0.01%+113F-HRTimelineGroup
Arkadios Wealth Advisors1,590$254K0.01%+23313F-HRTimeline
IFP Advisors, Inc1,397$223K0.01%013F-HRTimeline
Coastal Bridge Advisors, LLC1,373$219K0.02%new13F-HR/ATimeline
PENNINGTON PARTNERS & CO., LLC1,312$210K0.12%013F-HRTimeline
XPONANCE LLC1,292$207K<0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,289$206K<0.01%013F-HRTimelineGroup
Sherman Asset Management, Inc.1,262$202K0.19%+37413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,256$201K<0.01%-1313F-HRTimeline
Ramirez Asset Management, Inc.1,000$160K0.03%013F-HRTimeline
Qube Research & Technologies Ltd798$128K<0.01%+65213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC780$125K0.03%013F-HRTimeline
Sandy Spring Bank773$124K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/600$95.9K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC540$86.4K<0.01%-4413F-HRTimelineGroup
Canton Hathaway, LLC423$68K0.01%013F-HRTimeline
Amica Retiree Medical Trust306$49K0.07%-17113F-HRTimeline
SIMPLEX TRADING, LLC304$48K<0.01%new13F-HRTimeline
MAI Capital Management300$48K<0.01%013F-HRTimeline
COMERICA BANK275$44K<0.01%-4213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management254$40.7K<0.01%013F-HRTimelineGroup
SVB WEALTH LLC252$40.3K<0.01%new13F-HRTimeline
WHITTIER TRUST CO210$33.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/200$32K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc180$28.8K<0.01%-1013F-HRTimeline
Farther Finance Advisors, LLC175$28.4K<0.01%013F-HRTimeline
JNBA Financial Advisors163$26.1K<0.01%-3713F-HRTimeline
Kiker Wealth Management, LLC142$22.7K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC110$20.8K<0.01%013F-HRTimelineGroup
Tidemark, LLC120$19.2K0.01%-7313F-HRTimeline
FAS Wealth Partners, Inc.118$18.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…115$18.4K<0.01%013F-HRTimelineGroup
Bullock Wealth Management Group107$17.4K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL100$16K<0.01%013F-HRTimeline
NewEdge Advisors, LLC100$16K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$16K0.01%+10013F-HRTimeline
2UniFi Bank90$15.9K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC77$12.3K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…76$12.1K<0.01%new13F-HRTimeline
Rice Partnership, LLC76$12.1K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…63$10.1K<0.01%+5513F-HRTimelineGroup
Nemes Rush Group LLC62$9.91K<0.01%013F-HRTimeline
Bogart Wealth, LLC55$8.79K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\52$8.31K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC43$6.87K<0.01%-14313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.40$6.39K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC34$5.43K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.37$5K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.27$4.32K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division11$1.76K<0.01%013F-HRTimeline
CVA Family Office, LLC10$1.6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC3$480<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC2$320<0.01%013F-HR/ATimeline
Parallel Advisors, LLC0$46<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.