# SPDR SERIES TRUST (XSD)

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

- Reporting holders: 15
- Reported value: $24.8M
- 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 |
|---|---|---|---|---|
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $16.0M | 30,248 | 0.5% | 17 |
| [Dale Q Rice Investment Management Ltd](https://holderbook.com/funds/2041427-dale-q-rice-investment-management-ltd/) | $4.6M | 8,758 | 2.5% | 8 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $1.1M | 2,140 | 0.4% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $916.8K | 1,731 | 0.0% | 11 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $480.9K | 908 | 0.1% | 10 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $384.5K | 728 | 0.0% | 4 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $308.8K | 583 | 0.1% | 13 |
| [SPRING CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1899146-spring-capital-management-llc/) | $262.7K | 496 | 0.1% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $241.6K | 456 | 0.0% | 5 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $181.7K | 339 | 0.1% | 11 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $172.1K | 325 | 0.0% | 3 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $25.4K | 25,433 | 0.0% | 1 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $21.7K | 41 | 0.0% | 16 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $12.7K | 24 | 0.0% | 4 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $3.2K | 6 | 0.0% | 11 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.6K | 3 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $24.8M |
| Q2 2026 | 311 | $1.4B |
| Q1 2026 | 252 | $628.4M |
| Q4 2025 | 248 | $604.0M |
| Q3 2025 | 231 | $619.4M |
| Q2 2025 | 222 | $563.7M |
| Q1 2025 | 204 | $403.7M |
| Q4 2024 | 228 | $551.3M |
| Q3 2024 | 207 | $533.0M |
| Q2 2024 | 220 | $607.4M |
| Q1 2024 | 224 | $643.4M |
| Q4 2023 | 229 | $617.0M |