# SPDR SERIES TRUST (XPH)

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

- Reporting holders: 4
- Reported value: $488.8K
- 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/) | $258.2K | 3,972 | 0.0% | 3 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $227.5K | 3,500 | 0.1% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.7K | 41 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $478 | 7,352 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $488.8K |
| Q2 2026 | 96 | $295.6M |
| Q1 2026 | 85 | $260.0M |
| Q4 2025 | 79 | $148.5M |
| Q3 2025 | 70 | $136.4M |
| Q2 2025 | 66 | $120.5M |
| Q1 2025 | 72 | $130.4M |
| Q4 2024 | 74 | $103.6M |
| Q3 2024 | 72 | $100.7M |
| Q2 2024 | 72 | $107.9M |
| Q1 2024 | 73 | $133.2M |
| Q4 2023 | 73 | $140.1M |

