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Disclosery

XSW SPDR SERIES TRUST

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ST STR SW SERV (fund)

110 managers (111 13F filers) reported a position in XSW shares at 2025-12-31, 1,257,234 shares in all. 12 filers opened a position and 18 filers sold out during the quarter.

Managers
110
13F filers
111
New
12
Added
21
Reduced
34
Sold out
18
Shares held by filers
1,257,234

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/387,128$72.4M0.01%-5,35013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY185,153$34.6M<0.01%+99,32013F-HR/ATimelineGroup
LPL Financial LLC118,013$22.1M0.01%+18,34913F-HRTimeline
McGuire Investment Group, LLC66,657$12.5M1.33%-11613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN53,660$10M<0.01%+5,36313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding39,536$7.4M-5,700Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,215$6.22M<0.01%+313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,614$5.17M<0.01%-41713F-HRTimelineGroup
Essex LLC26,548$4.97M0.88%-14713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…23,188$4.34M0.28%+6,64713F-HRTimelineGroup
IEQ CAPITAL, LLC20,777$3.89M0.01%013F-HRTimeline
High Point Wealth Management, LLC20,617$3.86M3.62%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,089$3.57M<0.01%013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC18,658$3.49M0.01%-65213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,628$3.49M<0.01%+82913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,634$2.74M<0.01%-1,43713F-HRTimelineGroup
HighTower Advisors, LLC12,837$2.4M<0.01%-36813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,424$2.14M<0.01%-23813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,305$1.93M<0.01%+16513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,370$1.38M<0.01%+49913F-HRTimelineGroup
NFSG Corp7,329$1.37M0.21%-18313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,125$1.15M<0.01%+3,32013F-HRTimelineGroup
Arax Advisory Partners5,513$1.03M0.03%new13F-HRTimeline
Tandem Financial, LLC5,309$1M1.21%-12,98813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,210$990K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.4,284$802K0.1%13F-HRTimeline
MAI Capital Management4,248$795K<0.01%-2,42513F-HRTimeline
Bawa N Mallick Trust4,160$779K0.29%013F-HRTimeline
Dale Q Rice Investment Management Ltd4,104$768K0.55%-38013F-HRTimeline
Grant Private Wealth Management Inc3,680$689K0.42%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,678$688K<0.01%-2,51413F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,628$679K<0.01%+42513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,588$671K0.02%+3,24913F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,564$667K<0.01%+1,90413F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC3,509$657K0.15%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,359$629K<0.01%+93813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,325$622K<0.01%-54813F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO3,024$566K0.05%013F-HRTimeline
Cetera Investment Advisers3,004$562K<0.01%+20913F-HRTimeline
Quantum Private Wealth, LLC2,988$559K0.16%-6513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,753$515K<0.01%013F-HRTimelineGroup
Kaizen Financial Strategies2,685$502K0.22%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,679$501K0.02%-10413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …2,600$487K0.06%013F-HRTimelineGroup
NTV Asset Management LLC2,573$482K0.05%-15013F-HRTimeline
&PARTNERS2,341$438K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning2,242$420K<0.01%+5313F-HRTimelineGroup
Sunbelt Securities, Inc.2,043$382K0.03%013F-HRTimeline
Beacon Financial Advisory LLC2,023$379K0.09%+7513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,979$370K0.06%013F-HRTimeline
Sivia Capital Partners, LLC1,918$359K0.07%-29413F-HRTimeline
V2 Financial group LLC1,900$356K0.18%+10013F-HRTimeline
MWA Asset Management1,834$343K0.19%-21513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,777$333K0.01%-19513F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP1,759$329K0.03%+45313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,629$305K<0.01%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP1,620$303K0.02%-13113F-HRTimeline
Arkadios Wealth Advisors1,434$268K0.01%-6113F-HRTimeline
Composition Wealth, LLC1,413$264K<0.01%+13213F-HRTimeline
SkyView Investment Advisors, LLC1,352$253K0.03%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,312$246K<0.01%013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,289$241K<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC1,200$225K<0.01%-1,22313F-HRTimeline
Coastal Bridge Advisors, LLC1,168$219K0.02%013F-HRTimeline
Janney Montgomery Scott LLC1,159$217K<0.01%+1613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,150$215K<0.01%-1,31213F-HRTimelineGroup
PINCUS CAPITAL MANAGEMENT, LP1,150$215K0.14%13F-HRTimeline
IFP Advisors, Inc1,122$210K<0.01%-18513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,083$203K<0.01%-28,81513F-HRTimelineGroup
Summit Financial, LLC1,069$200K<0.01%new13F-HRTimeline
Ramirez Asset Management, Inc.1,000$187K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp673$126K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/472$88.3K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd459$85.9K<0.01%-3713F-HRTimeline
Canton Hathaway, LLC423$79.2K0.02%013F-HRTimeline
FMR LLCin group FMR LLC307$57.5K<0.01%-3913F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC250$46.8K<0.01%new13F-HRTimelineGroup
COMERICA BANK243$45.5K<0.01%013F-HRTimeline
WHITTIER TRUST CO210$39.9K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/200$37.4K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc177$33.1K<0.01%-313F-HRTimeline
JNBA Financial Advisors157$29.4K<0.01%013F-HRTimeline
Sherman Asset Management, Inc.140$26.2K0.02%-13113F-HRTimeline
Triumph Capital Management120$22.5K<0.01%new13F-HRTimeline
Tidemark, LLC120$22.5K0.01%013F-HRTimeline
Sound Income Strategies, LLC117$21.1K<0.01%new13F-HRTimeline
Bullock Wealth Management Group107$20K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL100$18.7K<0.01%013F-HRTimeline
NewEdge Advisors, LLC100$18.7K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$18.7K0.01%013F-HRTimeline
2UniFi Bank90$16.8K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management89$16.7K<0.01%013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC78$14.4K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.72$13.5K<0.01%-1013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC70$13.1K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC64$12K<0.01%new13F-HRTimeline
Nemes Rush Group LLC62$11.6K<0.01%013F-HRTimeline
Bogart Wealth, LLC55$10.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\52$9.73K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…50$9.36K<0.01%-10113F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC43$8.05K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.32$5.99K<0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25$4.68K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division11$2.06K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc10$1.87K<0.01%new13F-HRTimeline
CVA Family Office, LLC10$1.87K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC5$935<0.01%new13F-HRTimeline
Millstone Evans Group, LLC3$561<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2$374<0.01%013F-HRTimeline
Smartleaf Asset Management LLC0$128<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.