SPDR SERIES TRUST (XSD)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
15
Reporting holders
$24.8M
Reported value
0.0%
Calls
0.0%
Puts
-296
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | $16.0M | 30,248 | 0.46% | 17q | +1.6%+$253.2K |
| Dale Q Rice Investment Management Ltd | $4.6M | 8,758 | 2.53% | 8q | -0.5%-$23.8K |
| Kaizen Financial Strategies | $1.1M | 2,140 | 0.45% | 11q | +4.9%+$53.0K |
| Farther Finance Advisors, LLC | $916.8K | 1,731 | 0.01% | 11q | +13.7%+$110.7K |
| JUNCTURE WEALTH STRATEGIES, LLC | $480.9K | 908 | 0.12% | 10q | +2.5%+$11.7K |
| Sound Income Strategies, LLC | $384.5K | 728 | 0.02% | 4q | -9.5%-$40.1K |
| Bank of New Hampshire | $308.8K | 583 | 0.07% | 13q | HELD |
| SPRING CAPITAL MANAGEMENT, LLC | $262.7K | 496 | 0.13% | 2q | HELD |
| Venture Visionary Partners LLC | $241.6K | 456 | 0.01% | 5q | -5.4%-$13.8K |
| Bullock Wealth Management Group | $181.7K | 339 | 0.08% | 11q | HELD |
| Acropolis Investment Management, LLC | $172.1K | 325 | 0.01% | 3q | -50.0%-$172.1K |
| CONGRESS ASSET MANAGEMENT CO | $25.4K | 25,433 | 0.00% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $21.7K | 41 | 0.00% | 16q | HELD |
| Go Invest LLC | $12.7K | 24 | 0.00% | 4q | +9.1%+$1.1K |
| Central Pacific Bank - Trust Division | $3.2K | 6 | 0.00% | 11q | HELD |
| GAMMA Investing LLC | $1.6K | 3 | 0.00% | 11q | HELD |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 15 | $24.8M | 46,786 | 0 | 5 | 4 | 0.0% |
| Q2 2026 | 311 | $1.4B | 1,951,016 | 73 | 63 | 82 | 13.8% |
| Q1 2026 | 252 | $628.4M | 1,870,562 | 26 | 61 | 73 | 2.7% |
| Q4 2025 | 248 | $604.0M | 1,741,864 | 24 | 55 | 71 | 3.9% |
| Q3 2025 | 231 | $619.4M | 1,868,020 | 38 | 39 | 69 | 4.5% |
| Q2 2025 | 222 | $563.7M | 2,097,399 | 39 | 45 | 61 | 4.5% |
| Q1 2025 | 204 | $403.7M | 1,955,868 | 20 | 46 | 68 | 2.8% |
| Q4 2024 | 228 | $551.3M | 2,147,303 | 29 | 48 | 64 | 3.1% |
| Q3 2024 | 207 | $533.0M | 2,162,565 | 16 | 45 | 73 | 2.6% |
| Q2 2024 | 220 | $607.4M | 2,415,738 | 23 | 55 | 61 | 1.5% |
| Q1 2024 | 224 | $643.4M | 2,745,057 | 33 | 54 | 71 | 1.0% |
| Q4 2023 | 229 | $617.0M | 2,720,861 | 19 | 60 | 64 | 0.9% |
| Q3 2023 | 221 | $534.0M | 2,677,554 | 25 | 61 | 62 | 1.7% |
| Q2 2023 | 215 | $613.4M | 2,695,534 | 28 | 58 | 58 | 2.8% |
| Q1 2023 | 209 | $652.8M | 3,412,488 | 47 | 55 | 42 | 1.1% |
| Q4 2022 | 179 | $349.4M | 2,059,427 | 29 | 47 | 49 | 1.7% |
| Q3 2022 | 164 | $322.0M | 2,089,244 | 20 | 51 | 36 | 1.5% |
| Q2 2022 | 173 | $335.4M | 2,206,140 | 23 | 46 | 53 | 0.6% |
| Q1 2022 | 180 | $534.7M | 2,563,715 | 25 | 62 | 50 | 1.0% |
| Q4 2021 | 185 | $563.6M | 2,267,290 | 39 | 64 | 32 | 2.5% |
| Q3 2021 | 147 | $440.2M | 2,202,749 | 17 | 54 | 28 | 0.9% |
| Q2 2021 | 144 | $390.5M | 2,006,514 | 28 | 44 | 34 | 1.2% |
| Q1 2021 | 130 | $403.7M | 2,191,889 | 20 | 41 | 37 | 0.8% |
| Q4 2020 | 132 | $382.5M | 2,217,175 | 37 | 34 | 31 | 0.9% |
| Q3 2020 | 90 | $268.8M | 2,126,351 | 11 | 23 | 24 | 0.5% |
| Q2 2020 | 97 | $255.4M | 2,268,201 | 27 | 22 | 27 | 0.6% |
| Q1 2020 | 83 | $181.8M | 2,155,430 | 14 | 22 | 28 | 0.4% |
| Q4 2019 | 90 | $226.2M | 2,124,207 | 21 | 29 | 14 | 0.5% |
| Q3 2019 | 65 | $147.3M | 1,652,313 | 8 | 21 | 18 | 0.3% |
| Q2 2019 | 66 | $119.2M | 1,390,445 | 11 | 21 | 18 | 1.5% |
| Q1 2019 | 74 | $142.2M | 1,805,480 | 18 | 15 | 26 | 0.3% |
| Q4 2018 | 62 | $121.8M | 1,876,827 | 2 | 0 | 4 | 0.3% |