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 | No change | 260,000 | 34,346 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 53,783 | 7,104 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 50,544 | 6,614 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 30,716 | 4,057 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 30,054 | 3,970 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Spire Wealth Management | History | No change | 28,286 | 3,737 | 0.11% | 0.11% | 6 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Finivi Inc. | History | No change | 26,758 | 3,534 | 1.81% | 1.81% | 7 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 23,210 | 3,065 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 16,623 | 2,195 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,942 | 1,973 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 12,738 | 1,682 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 12,181 | 1,609 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,821 | 1,429 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 10,813 | 1,428 | 0.36% | 0.36% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 9,867 | 1,303 | 0.55% | 0.55% | 15 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Summit Trail Advisors, LLC | History | No change | 9,337 | 1,233 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 8,768 | 1,158 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,670 | 1,145 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SPINNAKER TRUST | History | No change | 6,705 | 885 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 6,000 | 792 | 0.63% | 0.63% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 5,267 | 695 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,903 | 647 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,604 | 476 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 3,596 | 475 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 3,450 | 455 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 3,012 | 397 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kaizen Financial Strategies | History | No change | 2,722 | 370 | 0.12% | 0.12% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,693 | 355 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 2,639 | 348 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,470 | 326 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | No change | 2,000 | 317 | 0.16% | 0.16% | 31 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,265 | 299 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 1,831 | 241 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,775 | 234 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corecam Pte. Ltd. | History | No change | 1,770 | 233 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,632 | 215 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,608 | 212 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| First Growth Capital LLC | History | No change | 1,515 | 200 | 0.15% | 0.15% | 38 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FMR LLC | History | No change | 1,497 | 197 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 905 | 119 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 846 | 111 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 808 | 106 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 785 | 103 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 690 | 91 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Truvestments Capital LLC | History | No change | 455 | 60 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 560 | 59 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 420 | 55 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 396 | 52 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 360 | 47 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 315 | 41 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 277 | 36 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 233 | 30 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 214 | 28 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 160 | 21 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 125 | 16 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wiser Advisor Group LLC | History | No change | 112 | 14 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 85 | 11 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 75 | 9 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 76 | 9 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 55 | 7 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Realta Investment Advisors | History | No change | 60 | 7 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 52 | 6 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 46 | 6 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 40 | 5 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 32 | 4 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 30 | 3 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 8 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |