HolderBook

SPDR SERIES TRUST (XHS)

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

67
Reporting holders
$93.3M
Reported value
0.0%
Held as options
+7
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
GOLDMAN SACHS GROUP INC$34.3M260,0000.00%16q+19.9%+$5.7M
LPL Financial LLC$7.1M53,7830.00%31q+79.8%+$3.2M
JPMORGAN CHASE & CO$6.6M50,5440.00%2q+2427.2%+$6.4M
MORGAN STANLEY$4.1M30,7160.00%35q-4.2%-$176.1K
CITIGROUP INC$4.0M30,0540.00%29q+1.1%+$44.3K
Spire Wealth Management$3.7M28,2860.11%newNEW
Finivi Inc.$3.5M26,7581.81%newNEW
Merit Financial Group, LLC$3.2M24,3620.01%10q+100.0%+$1.6M
RAYMOND JAMES FINANCIAL INC$3.1M23,2100.00%7q+1.9%+$56.1K
GFS Advisors, LLC$2.4M750.13%newNEW
Integrated Wealth Concepts LLC$2.3M17,3400.01%newNEW
WELLS FARGO & COMPANY/MN$2.2M16,6230.00%31q+7.5%+$153.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.0M14,9420.00%4q+17.7%+$297.5K
BANK OF AMERICA CORP /DE/$1.7M12,7380.00%31q+32.3%+$410.7K
STIFEL FINANCIAL CORP$1.4M10,8210.00%6q-10.8%-$173.6K
FSA WEALTH PARTNERS, INC.$1.4M10,8130.36%newNEW
BLUEDOOR PRIVATE WEALTH, LLC$1.3M9,8670.55%3q+9.1%+$109.0K
Summit Trail Advisors, LLC$1.2M9,3370.02%12qHELD
CoreCap Advisors, LLC$1.2M8,7680.03%18q-4.0%-$48.2K
SPINNAKER TRUST$885.7K6,7050.04%31qHELD
Alamea Verwaltungs GmbH$792.6K6,0000.63%3qHELD
UBS Group AG$695.8K5,2670.00%31q-19.3%-$166.2K
Tower Research Capital LLC (TRC)$647.7K4,9030.02%5q-55.5%-$807.8K
Equitable Holdings, Inc.$476.1K3,6040.00%newNEW
SCOTIA CAPITAL INC.$455.7K3,4500.00%newNEW
CreativeOne Wealth, LLC$397.9K3,0120.01%newNEW
Kaizen Financial Strategies$370.7K2,7220.12%4q+21.0%+$64.3K
COMMONWEALTH EQUITY SERVICES, LLC$355.8K2,6930.00%31qHELD
KESTRA PRIVATE WEALTH SERVICES, LLC$348.6K2,6390.00%4q-2.7%-$9.8K
ROYAL BANK OF CANADA$326.0K2,4700.00%31q+21.5%+$57.7K
ORSER CAPITAL MANAGEMENT, LLC$317.3K2,0000.16%25qHELD
AMERIPRISE FINANCIAL INC$299.2K2,2650.00%3q-46.7%-$262.2K
Western Wealth Management, LLC$241.8K1,8310.01%3qHELD
Kestra Advisory Services, LLC$234.5K1,7750.00%newNEW
Corecam Pte. Ltd.$233.8K1,7700.09%newNEW
OSAIC HOLDINGS, INC.$215.8K1,6320.00%26q+9.2%+$18.2K
ENVESTNET ASSET MANAGEMENT INC$212.4K1,6080.00%newNEW
First Growth Capital LLC$200.1K1,5150.15%newNEW
FMR LLC$197.7K1,4970.00%31q+8.4%+$15.3K
Atlantic Union Bankshares Corp$119.6K9050.00%5qHELD
Glen Eagle Advisors, LLC$111.8K8460.01%27q+21.6%+$19.8K
LANARK FINANCIAL, INC.$106.9K8080.01%12qHELD
PNC Financial Services Group, Inc.$103.6K7850.00%31qHELD
BANK OF MONTREAL /CAN/$91.1K6900.00%31qHELD
Truvestments Capital LLC$60.1K4550.01%8qHELD
Capital Investment Advisory Services, LLC$55.5K4200.00%15qHELD
Ameritas Advisory Services, LLC$52.3K3960.00%newNEW
NATIONAL BANK OF CANADA /FI/$47.5K3600.00%19q-24.2%-$15.2K
Qube Research & Technologies Ltd$41.6K3150.00%16q-44.1%-$32.9K
Arax Advisory Partners$36.6K2770.00%3qHELD
JONES FINANCIAL COMPANIES LLLP$30.5K2330.00%6q+5.0%+$1.4K
Barnes Dennig Private Wealth Management LLC$28.3K2140.02%newNEW
Federation des caisses Desjardins du Quebec$21.1K1600.00%38qHELD
Medallion Wealth Advisors, LLC$16.5K1250.01%4qHELD
Wiser Advisor Group LLC$14.8K1120.02%4qHELD
Plante Moran Financial Advisors, LLC$11.2K850.00%7qHELD
AdvisorNet Financial, Inc$10.0K760.00%newNEW
BLAIR WILLIAM & CO/IL$9.9K750.00%31qHELD
Realta Investment Advisors$7.9K600.00%4q+13.2%
Golden State Wealth Management, LLC$7.3K550.00%7qHELD
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6.9K520.00%3q-75.0%-$20.6K
NewEdge Advisors, LLC$6.6K500.00%newNEW
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.1K460.00%4qHELD
IFP Advisors, Inc$5.3K400.00%6qHELD
Central Pacific Bank - Trust Division$4.2K320.00%10qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.0K300.00%newNEW
TOTH FINANCIAL ADVISORY CORP$1.1K80.00%newNEW
PARK AVENUE SECURITIES LLC$4753,5960.00%5q+0.5%
HUNTINGTON NATIONAL BANK$26420.00%25qHELD
Strategic Wealth Advisors LLC$595600.05%3qHELD

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 202667$93.3M706,0321717100.0%
Q1 202660$50.0M498,093412130.0%
Q4 202559$51.8M484,191910120.0%
Q3 202550$31.2M306,07687130.0%
Q2 202547$44.1M442,5456890.0%
Q1 202546$44.7M454,2296680.0%
Q4 202446$28.8M318,375310130.0%
Q3 202452$34.7M356,486810130.0%
Q2 202448$38.2M423,59689150.0%
Q1 202446$32.1M337,83157140.0%
Q4 202343$36.0M403,82726120.0%
Q3 202344$42.1M500,240911120.0%
Q2 202337$45.6M482,262013110.0%
Q1 202346$40.1M458,68378140.0%
Q4 202244$44.0M517,13231390.0%
Q3 202253$49.8M566,9451513110.0%
Q2 202241$26.7M313,40566130.0%
Q1 202244$37.9M354,54745220.0%
Q4 202152$47.5M439,228311180.0%
Q3 202154$100.8M960,572610180.0%
Q2 202154$111.6M973,706131760.0%
Q1 202142$50.2M470,601410120.0%
Q4 202046$50.3M517,60913660.0%
Q3 202031$29.5M376,7763890.0%
Q2 202033$24.7M356,9607870.0%
Q1 202033$18.6M323,0525580.0%
Q4 201938$30.4M417,70158120.0%
Q3 201938$23.6M378,82037120.0%
Q2 201939$25.2M378,74976190.0%
Q1 201942$37.1M575,906310180.0%
Q4 201841$44.5M710,0364120.0%