SPDR SERIES TRUST - XITK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 31,121 | 5,552 | 0.0% | 0.0% | 1 | +1,516 | 5.12% | Q4 2025 | Feb 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 35,300 | 4,304 | 0.06% | 0.11% | 2 | -41,500 | -54.04% | Q4 2025 | Feb 17, 2026 |
| Sage Capital Management, LLC | History | Reduced | 20,504 | 3,659 | 1.69% | 2.27% | 3 | -5,991 | -22.61% | Q4 2025 | Jan 15, 2026 |
| Harbour Wealth Management Group, Inc. | History | New | 19,636 | 3,503 | 2.74% | — | 4 | +19,636 | New | Q4 2025 | Feb 19, 2026 |
| ROYAL BANK OF CANADA | History | New | 14,830 | 2,646 | 0.0% | — | 5 | +14,830 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 13,882 | 2,476 | 0.0% | 0.0% | 6 | +1,758 | 14.5% | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 9,432 | 1,682 | 0.09% | 0.11% | 7 | -155 | -1.62% | Q4 2025 | Feb 04, 2026 |
| Smart Portfolios, LLC | History | Reduced | 8,434 | 1,504 | 1.5% | 1.82% | 8 | -1,488 | -15.0% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 8,399 | 1,498 | 0.0% | 0.0% | 9 | +6,314 | 302.83% | Q4 2025 | Feb 17, 2026 |
| KWMG, LLC | History | Reduced | 6,937 | 1,237 | 0.11% | 0.19% | 10 | -4,586 | -39.8% | Q4 2025 | Jan 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,557 | 991 | 0.0% | 0.0% | 11 | -2,153 | -27.92% | Q4 2025 | Mar 25, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,725 | 664 | 0.0% | 0.0% | 12 | +1,562 | 72.21% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,481 | 621 | 0.0% | 0.0% | 13 | -16 | -0.46% | Q4 2025 | Feb 12, 2026 |
| Kaizen Financial Strategies | History | No change | 3,314 | 591 | 0.26% | 0.27% | 14 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CITIGROUP INC | History | Reduced | 2,752 | 491 | 0.0% | 0.0% | 15 | -42 | -1.5% | Q4 2025 | Feb 13, 2026 |
| Opulen Financial Group LLC | History | Reduced | 2,625 | 468 | 0.34% | 0.42% | 16 | -265 | -9.17% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,554 | 456 | 0.0% | 0.0% | 17 | -675 | -20.9% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,368 | 422 | 0.0% | 0.0% | 18 | -100 | -4.05% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,317 | 413 | 0.0% | 0.0% | 19 | +55 | 2.43% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,141 | 382 | 0.0% | 0.0% | 20 | +2,046 | 2153.68% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 2,000 | 356 | 0.0% | — | 21 | +2,000 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,597 | 284 | 0.01% | 0.01% | 22 | -499 | -23.81% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | New | 1,336 | 238 | 0.0% | — | 23 | +1,336 | New | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 1,257 | 224 | 0.01% | — | 24 | +1,257 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 1,218 | 217 | 0.01% | 0.01% | 25 | -46 | -3.64% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 1,075 | 191 | 0.0% | 0.0% | 26 | +1,001 | 1352.7% | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 336 | 59 | 0.03% | 0.04% | 27 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 300 | 53 | 0.0% | — | 28 | +300 | New | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 273 | 48 | 0.0% | 0.0% | 29 | +3 | 1.11% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 230 | 41 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 209 | 37 | 0.0% | 0.0% | 31 | -2,629 | -92.64% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 187 | 33 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 188 | 33 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 172 | 30 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | No change | 150 | 27 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | No change | 130 | 23 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 113 | 20 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tidemark, LLC | History | No change | 108 | 19 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TSFG, LLC | History | No change | 78 | 14 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | No change | 75 | 13 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 62 | 11 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 56 | 9 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 42 | 7 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MORGAN STANLEY | History | Reduced | 37 | 6 | 0.0% | 0.0% | 44 | -40 | -51.95% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 37 | 6 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 35 | 6 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Investors Research Corp | History | No change | 10 | 1 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,820 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,959 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -959 | -100.0% | Q3 2025 | Oct 07, 2025 |
| First Command Advisory Services, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |