SPDR SERIES TRUST (XAR)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

Reporting holders

$45.9M

Reported value

0.0%

Calls

0.0%

Puts

-599

Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

Filer	Value	Shares	Their book	Held	Change
CONFLUENCE INVESTMENT MANAGEMENT LLC	$14.6M	63,282	0.25%	new	NEW
ARMSTRONG ADVISORY GROUP, INC	$11.3M	48,916	0.68%	12q	+1.3%+$143.6K
CoreCap Advisors, LLC	$7.9M	34,065	0.23%	12q	+3.0%+$227.1K
CONGRESS ASSET MANAGEMENT CO	$7.6M	32,677	0.05%	2q	+3708.5%+$7.4M
Buska Wealth Management, LLC	$1.8M	7,576	0.60%	11q	-37.3%-$1.0M
Farther Finance Advisors, LLC	$607.3K	2,626	0.00%	16q	+2.0%+$12.0K
COLTON GROOME FINANCIAL ADVISORS, LLC	$428.5K	1,853	0.10%	2q	HELD
FSA Investment Group, LLC	$327.4K	1,416	0.10%	5q	+3.9%+$12.3K
CYPRESS ASSET MANAGEMENT INC/TX	$322.8K	1,396	0.06%	15q	-6.9%-$24.1K
HF Advisory Group, LLC	$236.7K	1,023	0.07%	16q	+0.8%+$1.9K
INSPIRION WEALTH ADVISORS, LLC	$227.9K	985	0.03%	new	NEW
Sound Income Strategies, LLC	$225.5K	994	0.01%	12q	+6.0%+$12.7K
Bullock Wealth Management Group	$101.9K	440	0.04%	11q	-36.2%-$57.9K
TOTH FINANCIAL ADVISORY CORP	$60.1K	260	0.01%	3q	HELD
Roxbury Financial LLC	$59.2K	256	0.05%	7q	HELD
NORTH POINT PORTFOLIO MANAGERS CORP/OH	$49.7K	215	0.01%	new	NEW
GK Wealth Management LLC	$47.7K	206	0.03%	new	NEW
Investors Research Corp	$18.5K	80	0.00%	31q	HELD
Go Invest LLC	$6.3K	27	0.00%	4q	+35.0%+$1.6K
Bank of New Hampshire	$4.9K	21	0.00%	new	NEW
GAMMA Investing LLC	$4.2K	18	0.00%	new	NEW
Central Pacific Bank - Trust Division	$3.0K	13	0.00%	11q	HELD
Aventus Investment Advisors, Inc.	$2.1K	9	0.00%	5q	HELD
CX Institutional	$7	32	0.00%	2q	HELD

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
Q3 2026	23	$45.9M	198,354	6	8	3	0.0%
Q2 2026	622	$3.4B	11,774,758	92	239	128	1.2%
Q1 2026	574	$2.8B	11,041,808	97	206	126	1.0%
Q4 2025	503	$2.2B	8,867,261	57	176	101	0.8%
Q3 2025	459	$2.0B	8,265,494	70	133	110	0.8%
Q2 2025	416	$1.7B	7,780,327	63	118	120	0.7%
Q1 2025	376	$1.2B	7,284,248	39	113	86	0.5%
Q4 2024	374	$1.2B	7,052,211	32	124	82	0.4%
Q3 2024	347	$1.0B	6,356,813	29	83	97	0.5%
Q2 2024	349	$953.8M	6,790,490	42	104	82	0.3%
Q1 2024	337	$1.2B	8,195,574	38	103	85	0.2%
Q4 2023	335	$987.3M	7,272,180	75	96	71	0.3%
Q3 2023	263	$578.3M	5,146,312	30	71	68	0.3%
Q2 2023	260	$591.5M	4,850,038	26	64	83	0.4%
Q1 2023	255	$547.4M	4,663,665	32	79	69	0.5%
Q4 2022	253	$492.6M	4,457,502	51	57	63	0.5%
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%