SPDR SERIES TRUST - XHE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 227,403 | 20,063 | 0.0% | 0.0% | 1 | +123,248 | 118.33% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 201,947 | 17,817 | 0.0% | 0.0% | 2 | +199,882 | 9679.52% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 129,895 | 11,460 | 0.0% | 0.0% | 3 | +118,066 | 998.11% | Q4 2025 | Mar 25, 2026 |
| LPL Financial LLC | History | Added to | 61,551 | 5,430 | 0.0% | 0.0% | 4 | +23,480 | 61.67% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 51,295 | 4,525 | 0.0% | 0.0% | 5 | -2,047 | -3.84% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 37,539 | 3,312 | 0.0% | 0.0% | 6 | +6,845 | 22.3% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 32,557 | 2,872 | 0.0% | 0.0% | 7 | +22,186 | 213.92% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 28,715 | 2,533 | 0.0% | 0.0% | 8 | +750 | 2.68% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 24,866 | 2,193 | 0.0% | 0.0% | 9 | +6,577 | 35.96% | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 20,738 | 1,829 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 20,635 | 1,820 | 0.36% | 0.33% | 11 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,571 | 1,726 | 0.0% | 0.0% | 12 | +172 | 0.89% | Q4 2025 | Feb 02, 2026 |
| Empowered Funds, LLC | History | New | 18,286 | 1,613 | 0.03% | — | 13 | +18,286 | New | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Added to | 18,037 | 1,591 | 0.0% | 0.0% | 14 | +384 | 2.18% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 15,434 | 1,361 | 0.0% | — | 15 | +15,434 | New | Q4 2025 | Feb 17, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 13,414 | 1,183 | 0.57% | 0.52% | 16 | -332 | -2.42% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,196 | 987 | 0.0% | 0.0% | 17 | -821 | -6.83% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | No change | 9,588 | 845 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,195 | 811 | 0.0% | 0.0% | 19 | -62 | -0.67% | Q4 2025 | Feb 05, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 8,945 | 789 | 0.08% | 0.09% | 20 | -1,000 | -10.06% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Advisory, LLC | History | No change | 8,000 | 705 | 0.07% | 0.06% | 21 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,206 | 635 | 0.0% | 0.0% | 22 | -4,690 | -39.43% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,468 | 570 | 0.0% | 0.0% | 23 | +97 | 1.52% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,809 | 512 | 0.0% | 0.0% | 24 | -2,145 | -26.97% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,208 | 459 | 0.0% | 0.0% | 25 | +159 | 3.15% | Q4 2025 | Mar 16, 2026 |
| Wealthfront Advisers LLC | History | Added to | 5,043 | 444 | 0.0% | 0.0% | 26 | +127 | 2.58% | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,023 | 443 | 0.0% | 0.0% | 27 | +768 | 18.05% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | No change | 4,855 | 428 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,815 | 424 | 0.0% | 0.0% | 29 | -2,615 | -35.2% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,006 | 353 | 0.01% | — | 30 | +4,006 | New | Q4 2025 | Feb 13, 2026 |
| Vivaldi Capital Management LP | History | Added to | 3,601 | 317 | 0.04% | 0.04% | 31 | +387 | 12.04% | Q4 2025 | Feb 13, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 3,535 | 311 | 0.47% | 0.43% | 32 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 3,499 | 308 | 0.03% | 0.04% | 33 | -1,851 | -34.6% | Q4 2025 | Jan 23, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 3,215 | 283 | 0.02% | 0.03% | 34 | -974 | -23.25% | Q4 2025 | Jan 26, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,982 | 263 | 0.01% | 0.01% | 35 | -258 | -7.96% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 2,959 | 261 | 0.0% | 0.01% | 36 | -2,140 | -41.97% | Q4 2025 | Feb 17, 2026 |
| MGB Wealth Management, LLC | History | No change | 2,690 | 237 | 0.07% | 0.06% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quantum Private Wealth, LLC | History | New | 2,500 | 220 | 0.06% | — | 38 | +2,500 | New | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,185 | 192 | 0.0% | 0.0% | 39 | -2,100 | -49.01% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,750 | 154 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 1,292 | 113 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,212 | 106 | 0.01% | 0.01% | 42 | -255 | -17.38% | Q4 2025 | Feb 20, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,180 | 104 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CITIGROUP INC | History | Reduced | 1,168 | 103 | 0.0% | 0.0% | 44 | -19 | -1.6% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,164 | 102 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,102 | 97 | 0.0% | 0.0% | 46 | -310 | -21.95% | Q4 2025 | Feb 17, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 625 | 55 | 0.05% | 0.04% | 47 | -25 | -3.85% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 506 | 44 | 0.0% | 0.0% | 48 | -37 | -6.81% | Q4 2025 | Feb 10, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 499 | 43 | 0.0% | 0.0% | 49 | +1 | 0.2% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | Added to | 452 | 40 | 0.0% | 0.0% | 50 | +342 | 310.91% | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 378 | 33 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | No change | 329 | 29 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Y.D. More Investments Ltd | History | No change | 307 | 27 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Qube Research & Technologies Ltd | History | No change | 302 | 26 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 276 | 24 | 0.0% | 0.0% | 55 | -2 | -0.72% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 264 | 23 | 0.0% | — | 56 | +264 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 200 | 17 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 200 | 17 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 154 | 13 | 0.0% | — | 59 | +154 | New | Q4 2025 | Jan 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 150 | 13 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 114 | 10 | 0.0% | 0.0% | 62 | -5 | -4.2% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | No change | 120 | 10 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CoreCap Advisors, LLC | History | No change | 112 | 9 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Nemes Rush Group LLC | History | New | 101 | 8 | 0.0% | — | 65 | +101 | New | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 97 | 8 | 0.0% | 0.0% | 64 | -4 | -3.96% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 84 | 7 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 70 | 6 | 0.0% | — | 68 | +70 | New | Q4 2025 | Jan 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 75 | 6 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 55 | 5 | 0.0% | — | 71 | +55 | New | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 67 | 5 | 0.0% | 0.0% | 70 | +50 | 294.12% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | No change | 58 | 5 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Copia Wealth Management | History | No change | 54 | 4 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 26 | 2 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 17 | 1 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,592 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,604 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,040 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -535 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 12, 2025 |