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Disclosery

XTN SPDR SERIES TRUST

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STATE STREET SPD (fund)

92 managers (93 13F filers) reported a position in XTN shares at 2026-03-31, 1,728,870 shares in all. 18 filers opened a position and 3 filers sold out during the quarter.

Managers
92
13F filers
93
New
18
Added
20
Reduced
15
Sold out
3
Shares held by filers
1,728,870

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
Phoenix Financial Ltd.in group Phoenix Financial Ltd.960,785$89.4M0.85%new13F-HRTimelineGroup
ELEMENT POINTE ADVISORS, LLC223,948$20.8M3.93%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN68,601$6.38M<0.01%+25,98513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY65,432$6.09M<0.01%-5,12113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40,000$3.72M<0.01%+30,00013F-HRTimelineGroup
LPL Financial LLC35,560$3.31M<0.01%-30,05813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,835$2.59M<0.01%+4,09913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,828$2.5M<0.01%-2013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,681$2.2M<0.01%+15,94113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,117$2.06M<0.01%+7,73413F-HRTimelineGroup
Cetera Investment Advisers19,963$1.86M<0.01%+16,11213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,656$1.64M<0.01%+36013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT16,000$1.49M0.06%013F-HRTimeline
TRUST CO OF OKLAHOMA15,857$1.47M0.43%-90013F-HRTimeline
UBS Group AGgroup of 2 filers holding14,772$1.37M-44,252Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,653$991K<0.01%-14,05113F-HRTimelineGroup
Nilsine Partners, LLC8,835$925K0.07%-7,92213F-HRTimeline
FSA WEALTH PARTNERS, INC.9,608$894K0.42%new13F-HRTimeline
Garden State Investment Advisory Servic…9,545$888K0.21%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,518$885K<0.01%+3,99913F-HRTimelineGroup
Syntegra Private Wealth Group, LLC8,640$804K0.08%-10613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,966$741K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,064$564K<0.01%-2,75013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,645$525K<0.01%-1,63213F-HRTimelineGroup
Gryphon Financial Partners LLC4,800$446K0.05%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,131$384K<0.01%+1,83913F-HRTimelineGroup
Sovran Advisors, LLC3,619$379K0.03%013F-HRTimeline
First Growth Capital LLC3,970$377K0.34%013F-HRTimeline
M3 Advisory Group, LLC3,940$366K0.23%013F-HRTimeline
Total Wealth Planning & Management, Inc.3,940$366K0.29%+36513F-HRTimeline
KKM Financial LLC3,425$313K0.06%013F-HRTimeline
HRT FINANCIAL LP3,146$292K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,140$287K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,985$278K<0.01%-1,75213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC2,777$258K0.04%013F-HRTimeline
Independent Advisor Alliance2,705$252K<0.01%new13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD2,458$229K0.03%+113F-HR/ATimeline
Geneos Wealth Management Inc.2,400$223K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.2,324$216K0.01%+113F-HRTimeline
Hamilton Point Investment Advisors, LLC2,324$216K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,269$211K<0.01%+2,07613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,265$205K<0.01%+99313F-HRTimelineGroup
Henson-Edgewater Management, LLC2,195$204K0.13%013F-HRTimeline
FMR LLCin group FMR LLC1,661$154K<0.01%+2513F-HRTimelineGroup
AdvisorNet Financial, Inc1,318$123K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management923$85.8K<0.01%+113F-HRTimelineGroup
LANARK FINANCIAL, INC.897$83.4K0.01%013F-HRTimeline
Access Investment Management LLC800$74.4K0.02%new13F-HRTimeline
Belvedere Trading LLC700$65.1K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…691$64.3K<0.01%013F-HRTimelineGroup
Register Financial Advisors LLC549$51.1K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…517$48.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO531$47.5K<0.01%-3313F-HR/ATimelineGroup
CENTRAL TRUST Co500$46.5K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…500$46.5K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC488$45.4K<0.01%new13F-HRTimeline
SHP Wealth Management380$35.3K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…300$27.9K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/265$24.7K<0.01%+13513F-HRTimelineGroup
Darwin Wealth Management, LLC265$24.6K0.01%013F-HRTimeline
Farther Finance Advisors, LLC232$22K<0.01%013F-HRTimeline
CX Institutional239$22K<0.01%+15813F-HRTimeline
AE Wealth Management LLC208$19.4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC200$19K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.200$18.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC200$18.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC190$17K<0.01%new13F-HRTimeline
Advisory Services Network, LLC181$16.8K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC172$16K<0.01%+11913F-HRTimeline
MAI Capital Management162$15.1K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.153$14.2K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/140$13K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd137$12.7K<0.01%-2313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…116$11K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC102$9.49K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…100$9.3K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL100$9.3K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.68$6.46K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …55$5.23K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc55$5.12K<0.01%013F-HRTimeline
Allworth Financial LP43$4K<0.01%013F-HRTimeline
Activest Wealth Management40$3.72K<0.01%new13F-HRTimeline
Larson Financial Group LLC39$3.63K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC35$3.25K<0.01%-7,56313F-HRTimelineGroup
REXFORD CAPITAL INC25$2.33K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC22$2.12K<0.01%-113F-HRTimeline
Central Pacific Bank - Trust Division14$1.3K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC10$930<0.01%013F-HRTimeline
Millstone Evans Group, LLC8$744<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC6$558<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6$558<0.01%+513F-HRTimelineGroup
Key Financial Inc5$465<0.01%013F-HRTimeline