SPDR SERIES TRUST (XAR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
598
Reporting holders
$2.9B
Reported value
1.2%
Held as options
+44
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $412.8M | 1,454,537 | 0.09% | 31q | +7.8%+$30.0M |
| PeakShares LLC | $263.9M | 930 | 0.20% | 2q | HELD |
| MORGAN STANLEY | $250.3M | 881,929 | 0.01% | 35q | HELD |
| BANK OF AMERICA CORP /DE/ | $245.8M | 866,092 | 0.02% | 31q | +2.0%+$4.9M |
| WELLS FARGO & COMPANY/MN | $170.1M | 599,395 | 0.03% | 31q | -36.4%-$97.2M |
| AMERIPRISE FINANCIAL INC | $79.6M | 280,520 | 0.02% | 31q | -40.4%-$54.0M |
| RAYMOND JAMES FINANCIAL INC | $73.6M | 259,178 | 0.02% | 7q | +1.3%+$960.3K |
| UBS Group AG | $72.9M | 256,859 | 0.01% | 31q | +4.3%+$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $59.5M | 209,691 | 0.01% | 31q | -1.5%-$899.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $52.8M | 185,880 | 0.07% | 31q | +1.0%+$506.0K |
| Howard Capital Management Group, LLC | $52.3M | 184,408 | 3.20% | 10q | -0.8%-$422.8K |
| OSAIC HOLDINGS, INC. | $51.3M | 180,518 | 0.06% | 26q | +25.3%+$10.4M |
| JPMORGAN CHASE & CO | $49.6M | 178,971 | 0.00% | 31q | +67.1%+$19.9M |
| ROYAL BANK OF CANADA | $49.1M | 173,177 | 0.01% | 31q | HELD |
| AFFINITY WEALTH MANAGEMENT LLC | $44.4M | 156,609 | 5.72% | 5q | -0.5%-$237.8K |
| Cetera Investment Advisers | $41.4M | 145,795 | 0.04% | 31q | +4.4%+$1.7M |
| Enclave Advisors LLC | $40.6M | 143,072 | 5.14% | 8q | +7.3%+$2.8M |
| PNC Financial Services Group, Inc. | $40.6M | 143,045 | 0.02% | 31q | +2.0%+$814.5K |
| Gerber Kawasaki Wealth & Investment Management | $35.0M | 123,156 | 0.93% | 22q | +5.9%+$2.0M |
| GOLDMAN SACHS GROUP INC | $33.6M | 118,572 | 0.00% | 25q | -9.2%-$3.4M |
| Robinhood Asset Management, LLC | $33.3M | 117,413 | 1.78% | 3q | +19.6%+$5.5M |
| BNP PARIBAS FINANCIAL MARKETS | $29.2M | 102,923 | 0.01% | 22q | -40.7%-$20.1M |
| Teamwork Financial Advisors, LLC | $24.0M | 84,616 | 2.18% | 3q | +13.0%+$2.8M |
| Merit Financial Group, LLC | $23.8M | 83,776 | 0.07% | 7q | +95.1%+$11.6M |
| MML INVESTORS SERVICES, LLC | $22.9M | 80,750 | 0.05% | 31q | +11.9%+$2.4M |
| STIFEL FINANCIAL CORP | $22.4M | 78,782 | 0.02% | 31q | +1.2%+$260.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.6M | 4,286 | 0.00% | 31q | -88.8%-$172.0M |
| JONES FINANCIAL COMPANIES LLLP | $21.2M | 77,451 | 0.01% | 10q | +20.4%+$3.6M |
| Kingsview Wealth Management, LLC | $21.2M | 74,618 | 0.26% | 21q | +10.9%+$2.1M |
| CUMBERLAND ADVISORS INC | $20.6M | 72,577 | 7.26% | 30q | -1.6%-$332.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $19.1M | 67,272 | 0.01% | 31q | -1.3%-$258.2K |
| Warner Group LLC | $18.5M | 65,204 | 4.56% | 4q | +104.2%+$9.4M |
| CITADEL ADVISORS LLC | $16.7M | 31,570 | 0.00% | 8q | -9.3%-$1.7M |
| WESPAC Advisors SoCal, LLC | $14.3M | 50,425 | 2.55% | 9q | +2.1%+$301.1K |
| Corient Private Wealth LP | $14.0M | 49,513 | 0.01% | 15q | +118.8%+$7.6M |
| Focus Partners Wealth | $13.8M | 48,491 | 0.01% | 10q | +0.6%+$81.2K |
| ARMSTRONG ADVISORY GROUP, INC | $13.7M | 48,295 | 0.83% | 11q | +4.1%+$539.8K |
| Rockefeller Capital Management L.P. | $11.5M | 40,666 | 0.02% | 7q | +18.6%+$1.8M |
| HighTower Advisors, LLC | $11.5M | 40,634 | 0.01% | 31q | +14.4%+$1.5M |
| Quadrature Capital Ltd | $11.0M | 38,899 | 0.09% | 4q | +44.1%+$3.4M |
| Sanctuary Advisors, LLC | $10.2M | 35,928 | 0.05% | 9q | +39.2%+$2.9M |
| Wealthfront Advisers LLC | $10.1M | 35,555 | 0.02% | 15q | +7.4%+$692.2K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | $10.1M | 35,536 | 3.47% | new | FIRST |
| Integrated Wealth Concepts LLC | $9.8M | 34,609 | 0.05% | 22q | +16.9%+$1.4M |
| FLC Capital Advisors | $9.5M | 33,637 | 1.54% | 12q | -1.3%-$126.3K |
| CoreCap Advisors, LLC | $9.4M | 33,083 | 0.28% | 11q | -21.2%-$2.5M |
| BOURGEON CAPITAL MANAGEMENT LLC | $9.3M | 32,764 | 1.37% | 11q | -3.9%-$381.7K |
| Y.D. More Investments Ltd | $9.2M | 32,470 | 0.29% | 15q | +12.3%+$1.0M |
| HBW ADVISORY SERVICES LLC | $9.0M | 31,696 | 0.81% | 17q | +18.8%+$1.4M |
| Steward Partners Investment Advisory, LLC | $8.9M | 31,258 | 0.05% | 29q | -32.6%-$4.3M |
| Kestra Advisory Services, LLC | $8.8M | 30,964 | 0.03% | 24q | +2.4%+$209.2K |
| Waverly Advisors, LLC | $8.6M | 30,132 | 0.05% | 10q | +24.8%+$1.7M |
| IHT Wealth Management, LLC | $8.4M | 29,702 | 0.18% | 31q | +24.5%+$1.7M |
| HighPoint Advisor Group LLC | $8.3M | 29,304 | 0.29% | 3q | +14.3%+$1.0M |
| Private Advisor Group, LLC | $8.2M | 29,004 | 0.04% | 31q | +7.1%+$544.6K |
| SOUTHERN CAPITAL SERVICES INC /ADV | $7.8M | 27,331 | 4.35% | 3q | +8.9%+$632.9K |
| Creative Planning | $7.1M | 25,035 | 0.00% | 31q | -34.2%-$3.7M |
| NewEdge Advisors, LLC | $6.9M | 24,342 | 0.02% | 15q | +29.2%+$1.6M |
| Mutual Advisors, LLC | $6.8M | 23,990 | 0.13% | 14q | +491.6%+$5.7M |
| Fifth Third Securities, Inc. | $6.0M | 21,105 | 0.34% | 9q | +138.0%+$3.5M |
| VIEWPOINT INVESTMENT PARTNERS CORP | $5.9M | 19,904 | 2.03% | 6q | -14.5%-$1.0M |
| Equitable Holdings, Inc. | $5.8M | 20,611 | 0.03% | 27q | -3.4%-$207.5K |
| Snowden Capital Advisors LLC | $5.8M | 20,558 | 0.14% | 11q | +50.2%+$2.0M |
| Perigon Wealth Management, LLC | $5.8M | 20,440 | 0.09% | 15q | +28.3%+$1.3M |
| TRUIST FINANCIAL CORP | $5.7M | 20,166 | 0.01% | 27q | +2.9%+$160.6K |
| McGuire Investment Group, LLC | $5.7M | 19,995 | 0.50% | 4q | +0.9%+$50.5K |
| JANE STREET GROUP, LLC | $5.7M | 4,423 | 0.00% | 4q | +111.6%+$3.0M |
| PRINCIPAL SECURITIES, INC. | $5.5M | 19,457 | 0.07% | 11q | +3.4%+$183.0K |
| BROWN ADVISORY INC | $5.4M | 19,095 | 0.01% | 15q | HELD |
| OneDigital Investment Advisors LLC | $5.4M | 18,995 | 0.05% | 3q | +83.1%+$2.4M |
| BANK OF MONTREAL /CAN/ | $5.4M | 18,882 | 0.00% | 31q | +14.2%+$666.6K |
| Arax Advisory Partners | $5.3M | 18,715 | 0.04% | 3q | +516.0%+$4.4M |
| Fortis Group Advisors, LLC | $5.2M | 18,396 | 0.83% | new | NEW |
| MEITAV INVESTMENT HOUSE LTD | $5.0M | 17,635 | 0.03% | 23q | -55.1%-$6.1M |
| Norris Financial Group, LLC | $5.0M | 17,568 | 1.98% | 4q | +7.3%+$339.1K |
| Hobart Private Capital, LLC | $5.0M | 17,531 | 0.85% | 4q | +22.1%+$899.6K |
| Stratos Wealth Partners, LTD. | $4.9M | 17,363 | 0.05% | 31q | +0.7%+$36.6K |
| PINNACLE ASSOCIATES LTD | $4.9M | 17,177 | 0.05% | 25q | HELD |
| &PARTNERS | $4.8M | 16,927 | 0.02% | 8q | +1.6%+$73.6K |
| Pacific Sun Financial Corp | $4.7M | 16,679 | 1.95% | 25q | -6.9%-$349.3K |
| D.A. DAVIDSON & CO. | $4.7M | 16,525 | 0.03% | 11q | +3.1%+$141.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.6M | 17,117 | 0.01% | 12q | +15.6%+$627.6K |
| Jump Financial, LLC | $4.6M | 16,267 | 0.04% | 2q | +4.0%+$176.2K |
| Gladstone Institutional Advisory LLC | $4.6M | 16,137 | 0.14% | 3q | +11.5%+$472.5K |
| Silverleafe Capital Partners, LLC | $4.4M | 15,543 | 1.20% | new | NEW |
| INNEALTA CAPITAL, LLC | $4.3M | 15,234 | 2.31% | 2q | HELD |
| OPPENHEIMER & CO INC | $4.2M | 14,636 | 0.04% | 18q | +16.3%+$581.2K |
| Mariner, LLC | $4.0M | 14,085 | 0.00% | 16q | -42.5%-$2.9M |
| WealthSpring Partners, LLC | $4.0M | 14,075 | 3.43% | 3q | +5.9%+$223.1K |
| Cavalier Investments, LLC | $3.9M | 13,804 | 0.16% | 16q | HELD |
| NovaPoint Capital, LLC | $3.8M | 13,338 | 0.79% | 11q | -14.2%-$628.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $3.7M | 12,995 | 0.04% | 11q | +0.7%+$25.3K |
| Cornerstone Wealth Management, LLC | $3.6M | 12,776 | 0.16% | 17q | +11.5%+$374.6K |
| Yelin Lapidot Holdings Management Ltd. | $3.5M | 12,500 | 0.67% | 6q | HELD |
| Ausdal Financial Partners, Inc. | $3.5M | 12,354 | 0.14% | 6q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $3.5M | 12,222 | 0.06% | 9q | +9.0%+$287.2K |
| Buska Wealth Management, LLC | $3.4M | 12,076 | 1.24% | 10q | -28.2%-$1.3M |
| Lido Advisors, LLC | $3.4M | 11,847 | 0.01% | 31q | -26.4%-$1.2M |
| FMR LLC | $3.3M | 11,648 | 0.00% | 31q | +31.0%+$783.0K |
| Bleakley Financial Group, LLC | $3.3M | 11,648 | 0.04% | new | NEW |
Showing the largest 100 of 618 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 598 | $2.9B | 10,186,484 | 89 | 226 | 128 | 1.2% |
| Q1 2026 | 554 | $2.8B | 10,822,742 | 92 | 197 | 122 | 1.0% |
| Q4 2025 | 484 | $2.1B | 8,445,947 | 56 | 171 | 95 | 0.8% |
| Q3 2025 | 439 | $1.9B | 7,870,214 | 69 | 127 | 104 | 0.8% |
| Q2 2025 | 391 | $1.6B | 7,324,825 | 60 | 109 | 114 | 0.7% |
| Q1 2025 | 355 | $1.1B | 6,916,477 | 38 | 104 | 80 | 0.5% |
| Q4 2024 | 351 | $1.1B | 6,736,490 | 30 | 115 | 74 | 0.4% |
| Q3 2024 | 324 | $955.0M | 6,038,449 | 28 | 73 | 93 | 0.6% |
| Q2 2024 | 323 | $886.0M | 6,308,947 | 38 | 97 | 72 | 0.3% |
| Q1 2024 | 312 | $1.1B | 7,732,025 | 37 | 90 | 82 | 0.2% |
| Q4 2023 | 303 | $915.7M | 6,744,557 | 67 | 87 | 64 | 0.4% |
| Q3 2023 | 237 | $539.0M | 4,795,721 | 27 | 66 | 61 | 0.3% |
| Q2 2023 | 233 | $550.0M | 4,508,890 | 21 | 58 | 76 | 0.5% |
| Q1 2023 | 221 | $492.1M | 4,190,180 | 28 | 65 | 59 | 0.5% |
| Q4 2022 | 206 | $441.2M | 3,986,546 | 43 | 45 | 52 | 0.6% |
| Q3 2022 | 222 | $380.5M | 4,139,087 | 21 | 58 | 64 | 0.3% |
| Q2 2022 | 229 | $433.6M | 4,316,634 | 28 | 65 | 65 | 0.2% |
| Q1 2022 | 241 | $780.9M | 6,252,823 | 51 | 82 | 42 | 0.4% |
| Q4 2021 | 214 | $350.5M | 3,003,408 | 13 | 47 | 68 | 0.2% |
| Q3 2021 | 200 | $365.9M | 3,051,215 | 12 | 47 | 67 | 0.5% |
| Q2 2021 | 212 | $418.0M | 3,148,244 | 20 | 57 | 60 | 0.4% |
| Q1 2021 | 210 | $400.7M | 3,176,857 | 28 | 37 | 69 | 0.4% |
| Q4 2020 | 200 | $473.5M | 4,088,147 | 24 | 32 | 82 | 1.0% |
| Q3 2020 | 179 | $375.8M | 4,269,265 | 13 | 37 | 80 | 0.7% |
| Q2 2020 | 194 | $441.9M | 4,952,373 | 42 | 45 | 72 | 1.7% |
| Q1 2020 | 182 | $339.5M | 4,478,992 | 26 | 56 | 66 | 0.4% |
| Q4 2019 | 222 | $666.0M | 6,084,562 | 24 | 77 | 54 | 0.3% |
| Q3 2019 | 202 | $1.0B | 9,703,656 | 35 | 70 | 47 | 0.2% |
| Q2 2019 | 180 | $897.2M | 8,563,407 | 32 | 57 | 44 | 0.5% |
| Q1 2019 | 161 | $751.3M | 8,095,847 | 30 | 49 | 48 | 0.3% |
| Q4 2018 | 147 | $392.2M | 4,865,309 | 3 | 3 | 4 | 0.3% |