HolderBook

SPDR SERIES TRUST (XHE)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

75
Reporting holders
$101.6M
Reported value
0.0%
Held as options
+4
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

FilerValueShares Their book Held Change
JPMORGAN CHASE & CO$28.2M327,8020.00%31q+221.4%+$19.4M
MORGAN STANLEY$18.9M224,9350.00%35q+12.2%+$2.1M
GOLDMAN SACHS GROUP INC$11.0M130,2200.00%18q-0.6%-$68.9K
BNP PARIBAS FINANCIAL MARKETS$4.2M50,0000.00%2q+100.0%+$2.1M
ROYAL BANK OF CANADA$3.8M45,0140.00%31q+63.8%+$1.5M
BANK OF AMERICA CORP /DE/$3.4M40,7550.00%31q-53.3%-$3.9M
UBS Group AG$3.4M40,5350.00%31q+12.3%+$373.6K
LPL Financial LLC$3.3M39,3960.00%31q+5.2%+$165.1K
CITIGROUP INC$2.2M25,5790.00%31q+2455.3%+$2.1M
MEITAV INVESTMENT HOUSE LTD$1.7M20,6350.01%22qHELD
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$1.7M20,6350.21%26qHELD
HighTower Advisors, LLC$1.5M17,9820.00%31qHELD
Corient Private Wealth LP$1.5M17,7800.00%4q+85.4%+$690.0K
ENVESTNET ASSET MANAGEMENT INC$1.5M17,6790.00%31q-44.8%-$1.2M
Lane Generational LLC$1.3M14,8491.10%newNEW
CITADEL ADVISORS LLC$1.0M11,9650.00%newNEW
Avior Wealth Management, LLC$990.7K11,7620.03%newNEW
Pacific Sun Financial Corp$894.9K10,6250.37%25q-18.1%-$197.3K
RAYMOND JAMES FINANCIAL INC$850.3K10,0950.00%7q-20.3%-$216.0K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$762.5K9,0520.00%19q+53.9%+$266.9K
Cornerstone Advisory, LLC$673.8K8,0000.06%31qHELD
HARBOUR INVESTMENTS, INC.$643.9K7,6450.01%21qHELD
Wealthfront Advisers LLC$622.4K7,3890.00%17q+16.1%+$86.3K
COMMONWEALTH EQUITY SERVICES, LLC$607.0K7,2070.00%31q-20.1%-$152.8K
NTV Asset Management LLC$565.2K6,7100.06%25q-13.0%-$84.2K
Kestra Advisory Services, LLC$554.2K6,5800.00%4q+3.3%+$17.9K
WELLS FARGO & COMPANY/MN$527.2K6,2590.00%31q-52.8%-$589.5K
IHT Wealth Management, LLC$480.7K5,7070.01%4qHELD
OSAIC HOLDINGS, INC.$417.8K4,9590.00%26q+12.3%+$45.9K
PENSION & WEALTH MANAGEMENT ADVISORS, INC.$415.9K4,9370.11%7q-1.7%-$7.0K
Waverly Advisors, LLC$408.9K4,8550.00%7qHELD
Cypress Capital Group$352.4K4,1840.03%newNEW
RASP WEALTH SOLUTIONS, LLC$344.0K4,0840.11%newFIRST
TRUIST FINANCIAL CORP$323.7K3,8430.00%11q-80.7%-$1.4M
Cetera Investment Advisers$265.2K3,1490.00%10q-27.3%-$99.6K
D. E. Shaw & Co., Inc.$261.5K3,1050.00%newNEW
Beacon Pointe Advisors, LLC$225.5K2,6770.00%newNEW
MEANS INVESTMENT CO., INC.$216.1K2,5650.02%31q-9.5%-$22.7K
Quantum Private Wealth, LLC$210.6K2,5000.05%newNEW
Integrated Wealth Concepts LLC$182.5K2,1660.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$150.2K1,7830.00%newNEW
FRANKLIN RESOURCES INC$147.4K1,7500.00%31qHELD
BANK OF MONTREAL /CAN/$141.9K1,6850.00%31q-21.6%-$39.0K
Rockefeller Capital Management L.P.$100.3K1,1900.00%4q-77.7%-$350.3K
Capital Investment Advisory Services, LLC$99.4K1,1800.01%12qHELD
JONES FINANCIAL COMPANIES LLLP$69.8K8090.00%11q-22.4%-$20.2K
Sherman Asset Management, Inc.$49.3K5850.04%7qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$47.4K5630.00%24q-31.6%-$21.9K
Y.D. More Investments Ltd$38.0K4540.00%15q+47.9%+$12.3K
TD Waterhouse Canada Inc.$36.6K4280.00%2q-13.2%-$5.6K
N.E.W. Advisory Services LLC$36.5K4330.00%6qHELD
Arax Advisory Partners$22.2K2640.00%3qHELD
Qube Research & Technologies Ltd$17.5K2080.00%15qHELD
FWL INVESTMENT MANAGEMENT, LLC$16.8K2000.00%4qHELD
Continuum Advisory, LLC$16.3K1930.00%newNEW
Comprehensive Financial Planning, Inc./PA$12.7K1500.01%7qHELD
Farther Finance Advisors, LLC$9.7K1150.00%3qHELD
AE Wealth Management LLC$9.6K1140.00%7qHELD
FIFTH THIRD BANCORP$9.5K1130.00%2q-2.6%
CoreCap Advisors, LLC$9.4K1120.00%10qHELD
FMR LLC$8.8K1050.00%31q-60.7%-$13.6K
IFG Advisory, LLC$8.2K970.00%newNEW
NewEdge Advisors, LLC$8.0K950.00%newNEW
Steward Partners Investment Advisory, LLC$7.1K840.00%29qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$6.7K800.00%2qHELD
LANARK FINANCIAL, INC.$6.3K750.00%6qHELD
Keating Financial Advisory Services, Inc.$5.7K680.00%2q+15.3%
Golden State Wealth Management, LLC$5.6K670.00%7qHELD
Copia Wealth Management$4.5K540.00%7qHELD
Ashton Thomas Private Wealth, LLC$3.4K400.00%2qHELD
Strategic Wealth Partners, Ltd.$3.1K370.00%newNEW
Larson Financial Group LLC$3.0K350.00%2qHELD
Cambridge Investment Research Advisors, Inc.$2.3K27,5780.00%31q+205.3%+$1.6K
Central Pacific Bank - Trust Division$2.2K260.00%10qHELD
ARK Investment Management LLC$1.8K210.00%newNEW
Integrity Financial Corp /WA$1.4K170.00%newNEW
HANTZ FINANCIAL SERVICES, INC.$91100.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202675$101.6M1,199,0461514190.0%
Q1 202671$72.9M926,9661212250.8%
Q4 202573$93.6M1,060,924619210.0%
Q3 202574$42.3M536,62476320.0%
Q2 202573$58.5M720,726115250.0%
Q1 202580$68.5M833,185314230.0%
Q4 202484$77.1M870,175716220.1%
Q3 202480$88.0M972,440216310.1%
Q2 202490$81.5M964,731814360.1%
Q1 2024100$149.4M1,688,8351519350.6%
Q4 202394$196.5M2,262,618920340.2%
Q3 202396$271.9M3,466,0391417350.2%
Q2 202398$385.7M3,920,8671722290.1%
Q1 202393$247.6M2,642,323714380.1%
Q4 2022103$153.9M1,682,0851814311.7%
Q3 2022101$175.2M2,050,125327260.0%
Q2 2022111$173.1M2,038,9911121330.0%
Q1 2022129$235.3M2,100,3661028420.0%
Q4 2021149$339.7M2,891,4061130480.2%
Q3 2021135$423.7M3,382,5531642310.1%
Q2 2021132$435.4M3,364,9711340350.1%
Q1 2021128$429.7M3,590,4501738400.1%
Q4 2020116$412.0M3,650,7901931300.1%
Q3 202099$344.9M3,548,0411026330.1%
Q2 2020101$315.4M3,526,2252422290.0%
Q1 202083$225.9M3,147,1841027250.0%
Q4 2019107$339.1M3,962,0541821370.0%
Q3 201991$323.6M4,143,3061228300.1%
Q2 201988$339.4M4,146,2621322300.3%
Q1 201996$387.6M4,868,4792532210.9%
Q4 201888$234.2M3,336,3803310.0%