XSW SPDR SERIES TRUST
FollowST STR SW SERV (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in XSW 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Kaizen Financial Strategies | 2,885 | $561K | 0.22% | +200 | 13F-HRTimeline |
| Dale Q Rice Investment Management Ltd | 2,709 | $527K | 0.29% | -8 | 13F-HRTimeline |
| Nautilus Advisors LLC | 1,210 | $235K | 0.14% | +25 | 13F-HRTimeline |
| Bullock Wealth Management Group | 107 | $21.4K | 0.01% | 0 | 13F-HRTimeline |
| CONGRESS ASSET MANAGEMENT CO | 20,100 | $20.1K | <0.01% | new | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 77 | $15K | <0.01% | +74 | 13F-HRTimeline |
| Central Pacific Bank - Trust Division | 11 | $2.14K | <0.01% | 0 | 13F-HRTimeline |