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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 327,802 | 28,190 | 0.0% | 0.0% | 1 | +225,810 | 221.4% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 224,935 | 18,946 | 0.0% | 0.0% | 2 | +24,418 | 12.18% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 130,220 | 10,968 | 0.0% | 0.0% | 3 | -818 | -0.62% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 50,000 | 4,211 | 0.0% | 0.0% | 4 | +25,000 | 100.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 45,014 | 3,791 | 0.0% | 0.0% | 5 | +17,525 | 63.75% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 40,755 | 3,432 | 0.0% | 0.0% | 6 | -46,600 | -53.35% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 40,535 | 3,414 | 0.0% | 0.0% | 7 | +4,436 | 12.29% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 39,396 | 3,318 | 0.0% | 0.0% | 8 | +1,960 | 5.24% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 25,579 | 2,154 | 0.0% | 0.0% | 9 | +24,578 | 2455.34% | Q2 2026 | Aug 03, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 20,635 | 1,738 | 0.01% | 0.02% | 10 | -103 | -0.5% | Q2 2026 | Jul 20, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 20,635 | 1,738 | 0.21% | 0.32% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 17,982 | 1,514 | 0.0% | 0.0% | 12 | -26 | -0.14% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 17,679 | 1,489 | 0.0% | 0.0% | 13 | -14,365 | -44.83% | Q2 2026 | Sep 23, 2026 |
| Lane Generational LLC | History | New | 14,849 | 1,250 | 1.1% | — | 14 | +14,849 | New | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,789 | 1,161 | 0.0% | 0.0% | 15 | +4,755 | 52.63% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,965 | 1,007 | 0.0% | — | 16 | +11,965 | New | Q2 2026 | Sep 02, 2026 |
| Avior Wealth Management, LLC | History | New | 11,762 | 990 | 0.03% | — | 17 | +11,762 | New | Q2 2026 | Jul 07, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 10,625 | 894 | 0.37% | 0.49% | 18 | -2,342 | -18.06% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 10,095 | 850 | 0.0% | 0.0% | 19 | -2,565 | -20.26% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,052 | 762 | 0.0% | 0.0% | 20 | +3,169 | 53.87% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 8,890 | 748 | 0.0% | 0.0% | 21 | -698 | -7.28% | Q2 2026 | Aug 27, 2026 |
| Cornerstone Advisory, LLC | History | No change | 8,000 | 673 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,645 | 643 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 7,389 | 622 | 0.0% | 0.0% | 24 | +1,025 | 16.11% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,207 | 607 | 0.0% | 0.0% | 25 | -1,814 | -20.11% | Q2 2026 | Jul 29, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 6,710 | 565 | 0.06% | 0.07% | 26 | -1,000 | -12.97% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,580 | 554 | 0.0% | 0.0% | 27 | +212 | 3.33% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,259 | 527 | 0.0% | 0.0% | 28 | -370 | -5.58% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,707 | 480 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,959 | 417 | 0.0% | 0.0% | 30 | +545 | 12.35% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 4,937 | 415 | 0.11% | 0.12% | 31 | -83 | -1.65% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 4,855 | 408 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Capital Group | History | New | 4,184 | 352 | 0.03% | — | 33 | +4,184 | New | Q2 2026 | Aug 05, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | New | 4,084 | 344 | 0.11% | — | 34 | +4,084 | New | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,843 | 323 | 0.0% | 0.0% | 35 | -16,044 | -80.68% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,149 | 265 | 0.0% | 0.0% | 36 | -1,183 | -27.31% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 3,105 | 261 | 0.0% | — | 37 | +3,105 | New | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,677 | 225 | 0.0% | — | 38 | +2,677 | New | Q2 2026 | Aug 18, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 2,565 | 216 | 0.02% | 0.02% | 39 | -269 | -9.49% | Q2 2026 | Aug 14, 2026 |
| Quantum Private Wealth, LLC | History | New | 2,500 | 210 | 0.05% | — | 40 | +2,500 | New | Q2 2026 | Jul 29, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,750 | 147 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,685 | 141 | 0.0% | 0.0% | 42 | -463 | -21.55% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,190 | 100 | 0.0% | 0.0% | 43 | -4,156 | -77.74% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,180 | 99 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 809 | 69 | 0.0% | 0.0% | 45 | -234 | -22.44% | Q2 2026 | Aug 14, 2026 |
| Sherman Asset Management, Inc. | History | No change | 585 | 49 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 563 | 47 | 0.0% | 0.0% | 47 | -260 | -31.59% | Q2 2026 | Aug 12, 2026 |
| Y.D. More Investments Ltd | History | Added to | 454 | 38 | 0.0% | 0.0% | 48 | +147 | 47.88% | Q2 2026 | Aug 05, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 428 | 36 | 0.0% | 0.0% | 50 | -65 | -13.18% | Q2 2026 | Jul 27, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 433 | 36 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 264 | 22 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 208 | 17 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | New | 193 | 16 | 0.0% | — | 54 | +193 | New | Q2 2026 | Aug 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 200 | 16 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 150 | 12 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 110 | 9 | 0.0% | — | 57 | +110 | New | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 113 | 9 | 0.0% | 0.0% | 56 | -3 | -2.59% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 114 | 9 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 112 | 9 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 115 | 9 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | Reduced | 105 | 8 | 0.0% | 0.0% | 61 | -162 | -60.67% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | New | 100 | 8 | 0.0% | — | 63 | +100 | New | Q2 2026 | Sep 15, 2026 |
| IFG Advisory, LLC | History | New | 97 | 8 | 0.0% | — | 64 | +97 | New | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 95 | 8 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 84 | 7 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 75 | 6 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 80 | 6 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 68 | 5 | 0.0% | 0.0% | 69 | +9 | 15.25% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 67 | 5 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Copia Wealth Management | History | No change | 54 | 4 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 37 | 3 | 0.0% | — | 71 | +37 | New | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Larson Financial Group LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 26 | 2 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ARK Investment Management LLC | History | New | 21 | 1 | 0.0% | — | 75 | +21 | New | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | New | 17 | 1 | 0.0% | — | 76 | +17 | New | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,250 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,600 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Vivaldi Capital Management LP | History | Closed out | 0 | 0 | — | 0.05% | — | -4,279 | -100.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,091 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,111 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,292 | -100.0% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,011 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -640 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -402 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 14, 2026 |
| Fourth Dimension Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q2 2026 | Jul 31, 2026 |