SPDR SERIES TRUST - XHS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Added to | 115,554 | 12,348 | 0.0% | 0.0% | 1 | +75,346 | 187.39% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Added to | 60,706 | 6,487 | 0.0% | 0.0% | 2 | +23,947 | 65.15% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | No change | 59,719 | 6,381 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 50,350 | 5,380 | 0.0% | 0.0% | 4 | +18,286 | 57.03% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 26,304 | 2,810 | 0.0% | 0.0% | 5 | +11,486 | 77.51% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 22,485 | 2,402 | 0.0% | 0.0% | 6 | -685 | -2.96% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 13,093 | 1,399 | 0.0% | 0.0% | 7 | +60 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | No change | 12,181 | 1,301 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 10,529 | 1,125 | 0.28% | 0.04% | 9 | +8,915 | 552.35% | Q4 2025 | Feb 11, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 9,795 | 1,046 | 0.48% | — | 10 | +9,795 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,410 | 1,005 | 0.04% | 0.04% | 11 | -280 | -2.89% | Q4 2025 | Jan 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 9,337 | 997 | 0.02% | 0.01% | 12 | -742 | -7.36% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,177 | 873 | 0.0% | — | 13 | +8,177 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 7,893 | 843 | 0.02% | 0.03% | 14 | -1,421 | -15.26% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,480 | 799 | 0.0% | 0.0% | 15 | +1,802 | 31.74% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 7,390 | 789 | 0.01% | — | 16 | +7,390 | New | Q4 2025 | Jan 20, 2026 |
| SPINNAKER TRUST | History | No change | 6,705 | 716 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Alamea Verwaltungs GmbH | History | New | 6,000 | 641 | 0.43% | — | 18 | +6,000 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 5,240 | 559 | 0.0% | 0.0% | 19 | -827 | -13.63% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 4,163 | 444 | 0.0% | — | 20 | +4,163 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,694 | 394 | 0.0% | 0.0% | 21 | +1,376 | 59.36% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,107 | 332 | 0.0% | 0.0% | 22 | +157 | 5.32% | Q4 2025 | Jan 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,106 | 331 | 0.0% | 0.0% | 23 | +2 | 0.06% | Q4 2025 | Feb 12, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | No change | 2,050 | 317 | 0.18% | 0.15% | 24 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,715 | 290 | 0.0% | 0.0% | 25 | +136 | 5.27% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,392 | 255 | 0.0% | 0.0% | 26 | -12 | -0.5% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,116 | 226 | 0.0% | 0.0% | 27 | -277 | -11.58% | Q4 2025 | Feb 10, 2026 |
| Kaizen Financial Strategies | History | No change | 2,000 | 213 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Western Wealth Management, LLC | History | New | 1,958 | 209 | 0.01% | — | 29 | +1,958 | New | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,950 | 208 | 0.0% | — | 30 | +1,950 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | No change | 1,363 | 145 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 905 | 96 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 808 | 86 | 0.01% | 0.01% | 33 | -16 | -1.94% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 785 | 83 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 727 | 77 | 0.0% | — | 35 | +727 | New | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 696 | 74 | 0.01% | 0.01% | 36 | -150 | -17.73% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 690 | 73 | 0.0% | 0.0% | 37 | -58 | -7.75% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 595 | 63 | 0.0% | 0.0% | 38 | -8 | -1.33% | Q4 2025 | Feb 17, 2026 |
| Strategic Wealth Advisors LLC | History | New | 560 | 59 | 0.05% | — | 39 | +560 | New | Q4 2025 | Feb 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 475 | 50 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | No change | 455 | 48 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 420 | 44 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Reduced | 389 | 42 | 0.0% | 0.0% | 43 | -11 | -2.75% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | New | 277 | 29 | 0.0% | — | 44 | +277 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 222 | 23 | 0.0% | 0.0% | 45 | +9 | 4.23% | Q4 2025 | Feb 17, 2026 |
| Missouri Trust & Investment Co | History | No change | 200 | 21 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 160 | 17 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 152 | 16 | 0.0% | — | 48 | +152 | New | Q4 2025 | Jan 21, 2026 |
| Wiser Advisor Group LLC | History | No change | 112 | 11 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 85 | 9 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 75 | 8 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 66 | 7 | 0.0% | — | 52 | +66 | New | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 50 | 5 | 0.0% | 0.0% | 53 | -5 | -9.09% | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Realta Investment Advisors | History | Added to | 42 | 4 | 0.0% | 0.0% | 57 | +24 | 133.33% | Q4 2025 | Jan 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 40 | 4 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Scarborough Advisors, LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 32 | 3 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 10 | 1 | 0.0% | — | 60 | +10 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -396 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |