# SPDR SERIES TRUST (XSW)

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

- Reporting holders: 6
- Reported value: $1.4M
- 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 |
|---|---|---|---|---|
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $561.2K | 2,885 | 0.2% | 7 |
| [Dale Q Rice Investment Management Ltd](https://holderbook.com/funds/2041427-dale-q-rice-investment-management-ltd/) | $527.0K | 2,709 | 0.3% | 8 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $235.4K | 1,210 | 0.1% | 2 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $21.4K | 107 | 0.0% | 11 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $20.1K | 20,100 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $15.0K | 77 | 0.0% | 2 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $2.1K | 11 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $1.4M |
| Q2 2026 | 135 | $218.7M |
| Q1 2026 | 116 | $230.3M |
| Q4 2025 | 113 | $239.7M |
| Q3 2025 | 117 | $250.1M |
| Q2 2025 | 113 | $250.6M |
| Q1 2025 | 119 | $246.8M |
| Q4 2024 | 115 | $240.9M |
| Q3 2024 | 94 | $204.7M |
| Q2 2024 | 96 | $202.4M |
| Q1 2024 | 96 | $234.7M |
| Q4 2023 | 103 | $196.7M |