# SPDR SERIES TRUST (XME)

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

- Reporting holders: 16
- Reported value: $10.1M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.0M | 29,293 | 0.0% | 15 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $2.1M | 20,696 | 0.5% | 3 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $1.8M | 17,064 | 0.1% | 28 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $1.1M | 10,273 | 0.2% | 16 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $775.0K | 7,484 | 0.2% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $460.3K | 4,444 | 0.0% | 17 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $261.4K | 2,493 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $176.8K | 1,706 | 0.0% | 11 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $145.6K | 1,406 | 0.1% | 1 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $112.6K | 1,087 | 0.0% | 5 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $77.7K | 750 | 0.0% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $53.1K | 513 | 0.0% | 3 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $31.1K | 300 | 0.0% | 2 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $14.9K | 144 | 0.0% | 8 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $10.4K | 100 | 0.0% | 18 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $1.1K | 11 | 0.0% | 4 |
| [MAGNOLIA CAPITAL MANAGEMENT LTD](https://holderbook.com/funds/1802361-magnolia-capital-management-ltd/) | $421 | 4,065 | 0.3% | 19 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $80 | 775 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 16 | $10.1M |
| Q2 2026 | 470 | $4.3B |
| Q1 2026 | 428 | $4.1B |
| Q4 2025 | 392 | $4.3B |
| Q3 2025 | 326 | $3.4B |
| Q2 2025 | 274 | $2.4B |
| Q1 2025 | 270 | $1.9B |
| Q4 2024 | 285 | $2.1B |
| Q3 2024 | 268 | $3.0B |
| Q2 2024 | 306 | $2.3B |
| Q1 2024 | 279 | $3.3B |
| Q4 2023 | 284 | $2.9B |