# SPDR SERIES TRUST (XAR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XAR/

- Reporting holders: 23
- Reported value: $45.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $14.6M | 63,282 | 0.2% | 1 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $11.3M | 48,916 | 0.7% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $7.9M | 34,065 | 0.2% | 12 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $7.6M | 32,677 | 0.0% | 2 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $1.8M | 7,576 | 0.6% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $607.3K | 2,626 | 0.0% | 16 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $428.5K | 1,853 | 0.1% | 2 |
| [FSA Investment Group, LLC](https://holderbook.com/funds/2051584-fsa-investment-group-llc/) | $327.4K | 1,416 | 0.1% | 5 |
| [CYPRESS ASSET MANAGEMENT INC/TX](https://holderbook.com/funds/1030618-cypress-asset-management-inc-tx/) | $322.8K | 1,396 | 0.1% | 15 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $236.7K | 1,023 | 0.1% | 16 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $227.9K | 985 | 0.0% | 1 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $225.5K | 994 | 0.0% | 12 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $101.9K | 440 | 0.0% | 11 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $60.1K | 260 | 0.0% | 3 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $59.2K | 256 | 0.0% | 7 |
| [NORTH POINT PORTFOLIO MANAGERS CORP/OH](https://holderbook.com/funds/1105344-north-point-portfolio-managers-corp-oh/) | $49.7K | 215 | 0.0% | 1 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $47.7K | 206 | 0.0% | 1 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $18.5K | 80 | 0.0% | 31 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $6.3K | 27 | 0.0% | 4 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $4.9K | 21 | 0.0% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $4.2K | 18 | 0.0% | 1 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $3.0K | 13 | 0.0% | 11 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $2.1K | 9 | 0.0% | 5 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $7 | 32 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 23 | $45.9M |
| Q2 2026 | 622 | $3.4B |
| Q1 2026 | 574 | $2.8B |
| Q4 2025 | 503 | $2.2B |
| Q3 2025 | 459 | $2.0B |
| Q2 2025 | 416 | $1.7B |
| Q1 2025 | 376 | $1.2B |
| Q4 2024 | 374 | $1.2B |
| Q3 2024 | 347 | $1.0B |
| Q2 2024 | 349 | $953.8M |
| Q1 2024 | 337 | $1.2B |
| Q4 2023 | 335 | $987.3M |