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Disclosery

XSW SPDR SERIES TRUST

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ST STR SW SERV (fund)

114 managers (116 13F filers) reported a position in XSW shares at 2026-03-31, 1,566,290 shares in all. 28 filers opened a position and 22 filers sold out during the quarter.

Managers
114
13F filers
116
New
28
Added
24
Reduced
31
Sold out
22
Shares held by filers
1,566,290

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
CWM, LLCin group CWM, LLC442,316$62.9M0.17%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY244,439$34.8M<0.01%+59,28613F-HRTimelineGroup
Kingsview Wealth Management, LLC107,185$15.3M0.21%new13F-HRTimeline
LPL Financial LLC100,465$14.3M<0.01%-17,54813F-HRTimeline
McGuire Investment Group, LLC66,286$9.43M1.07%-37113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,439$9.31M<0.01%-321,68913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding41,978$5.97M+2,442Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…39,439$5.61M0.01%new13F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding30,874$4.39M+7,686Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,563$3.92M<0.01%-5,65213F-HRTimelineGroup
Performa Ltd (US), LLC27,000$3.84M0.87%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,558$3.5M<0.01%+18,43313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,460$3.34M<0.01%-30,20013F-HR/ATimelineGroup
IEQ CAPITAL, LLC20,844$2.97M0.01%+6713F-HRTimeline
Tandem Financial, LLC19,355$2.75M0.93%+14,04613F-HRTimeline
MML INVESTORS SERVICES, LLC15,492$2.2M0.01%-3,16613F-HRTimeline
Essex LLC15,356$2.19M0.39%-11,19213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,555$1.93M<0.01%-1,07913F-HRTimelineGroup
Composition Wealth, LLC13,471$1.92M0.03%+12,05813F-HRTimeline
HighTower Advisors, LLC13,309$1.89M<0.01%+47213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,763$1.82M<0.01%+12,71313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,911$1.65M<0.01%-6,71713F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,309$1.47M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,266$1.46M<0.01%-3913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,021$1.43M<0.01%+2,65113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,920$1.41M<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP9,541$1.3M<0.01%-9,54813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,118$1.16M<0.01%-3,30613F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…8,000$1.14M<0.01%new13F-HRTimelineGroup
NFSG Corp7,071$1.01M0.17%-25813F-HRTimeline
Arax Advisory Partners6,692$952K0.03%+1,17913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,900$842K<0.01%new13F-HRTimelineGroup
Clear Harbor Asset Management, LLC4,935$702K0.05%new13F-HRTimeline
Bawa N Mallick Trust4,160$592K0.24%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,145$590K0.03%new13F-HRTimeline
High Point Wealth Management, LLC4,067$579K0.56%-16,55013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,918$558K<0.01%-23,69613F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…3,843$547K<0.01%+21513F-HRTimeline
Belvedere Trading LLC3,799$541K0.07%new13F-HRTimeline
Cetera Investment Advisers3,700$526K<0.01%+69613F-HRTimeline
Dale Q Rice Investment Management Ltd3,596$512K0.39%-50813F-HRTimeline
VestGen Advisors, LLC3,106$485K0.01%new13F-HRTimeline
Grant Private Wealth Management Inc3,379$481K0.26%-30113F-HRTimeline
AMICA MUTUAL INSURANCE CO3,024$430K0.04%013F-HRTimeline
Kaizen Financial Strategies2,735$414K0.18%+5013F-HRTimeline
IHT Wealth Management, LLC2,875$409K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,831$403K<0.01%+7813F-HRTimelineGroup
NTV Asset Management LLC2,823$402K0.04%+25013F-HRTimeline
MAI Capital Management2,750$391K<0.01%-1,49813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,535$361K<0.01%-82413F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC2,360$336K0.02%-31913F-HRTimeline
Creative Planningin group Creative Planning2,242$319K<0.01%013F-HRTimelineGroup
Beacon Financial Advisory LLC2,156$307K0.07%+13313F-HRTimeline
&PARTNERS2,121$301K<0.01%-22013F-HRTimeline
Sunbelt Securities, Inc.2,043$291K0.02%013F-HRTimeline
Greenspring Advisors, LLC2,010$286K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,023$280K<0.01%-1,30213F-HRTimelineGroup
V2 Financial group LLC1,900$270K0.13%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,783$254K0.01%+613F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC1,704$242K0.04%-27513F-HRTimeline
MWA Asset Management1,614$230K0.13%-22013F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC1,608$229K<0.01%+45813F-HRTimelineGroup
Arkadios Wealth Advisors1,534$218K<0.01%+10013F-HRTimeline
Sharper & Granite LLC1,525$217K0.07%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,519$216K<0.01%+23013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,515$216K<0.01%-11413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,130$161K<0.01%+4713F-HRTimelineGroup
GGM Financial LLC1,114$159K0.07%new13F-HRTimeline
IFP Advisors, Inc847$121K<0.01%-27513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…806$115K<0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC776$110K<0.01%new13F-HRTimeline
Advisory Services Network, LLC716$102K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp673$95.8K<0.01%013F-HRTimelineGroup
Ramirez Asset Management, Inc.600$85.4K0.01%-40013F-HRTimeline
FMR LLCin group FMR LLC480$68.3K<0.01%+17313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/472$67.2K<0.01%013F-HRTimelineGroup
Canton Hathaway, LLC423$60.2K0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers390$54.8K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.250$35.6K<0.01%new13F-HRTimeline
Miller Capital Partners, Inc.225$32K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/200$28.5K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO182$26.5K<0.01%-2813F-HRTimeline
AdvisorNet Financial, Inc177$25.2K<0.01%013F-HRTimeline
Tidemark, LLC120$17.1K<0.01%013F-HRTimeline
Sherman Asset Management, Inc.118$16.8K0.02%-2213F-HRTimeline
Sound Income Strategies, LLC117$16.7K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…112$16K<0.01%new13F-HRTimeline
Financial Life Planners109$15.5K0.01%new13F-HRTimeline
Bullock Wealth Management Group107$15.3K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL100$14.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC100$14.2K<0.01%013F-HR/ATimeline
Qube Research & Technologies Ltd100$14.2K<0.01%-35913F-HRTimeline
Fourth Dimension Wealth, LLC100$14.2K0.01%013F-HRTimeline
Triumph Capital Management97$13.8K<0.01%-2313F-HRTimeline
2UniFi Bank90$12.8K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management89$12.7K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA79$11.2K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC78$11K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.72$10.2K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC70$9.96K<0.01%013F-HRTimeline
Nemes Rush Group LLC62$8.83K<0.01%013F-HRTimeline
Bogart Wealth, LLC55$7.83K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\52$7.4K<0.01%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC50$7.12K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC43$6.12K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.42$5.98K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.32$4.55K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25$3.56K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division11$1.56K<0.01%013F-HRTimeline
CVA Family Office, LLC10$1.42K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc10$1.42K<0.01%013F-HRTimeline
Millstone Evans Group, LLC3$427<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2$285<0.01%013F-HRTimeline
Smartleaf Asset Management LLC0$93<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.