SPDR SERIES TRUST - XITK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 33,833 | 6,626 | 0.0% | 0.0% | 1 | +4,143 | 13.95% | Q2 2026 | Aug 07, 2026 |
| Sage Capital Management, LLC | History | Reduced | 19,776 | 3,874 | 1.51% | 1.38% | 2 | -303 | -1.51% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 9,114 | 1,785 | 0.0% | 0.0% | 3 | +3,623 | 65.98% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 7,872 | 1,541 | 0.07% | 0.07% | 4 | -863 | -9.88% | Q2 2026 | Aug 04, 2026 |
| Smart Portfolios, LLC | History | No change | 9,112 | 1,335 | 1.33% | 1.33% | 5 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | New | 5,740 | 1,124 | 0.0% | — | 6 | +5,740 | New | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 5,461 | 1,069 | 0.0% | 0.0% | 7 | +3,327 | 155.9% | Q2 2026 | Aug 03, 2026 |
| KWMG, LLC | History | Reduced | 4,872 | 954 | 0.07% | 0.07% | 8 | -1,125 | -18.76% | Q2 2026 | Jul 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,480 | 877 | 0.0% | 0.0% | 9 | -1,109 | -19.84% | Q2 2026 | Aug 14, 2026 |
| Kaizen Financial Strategies | History | No change | 3,314 | 646 | 0.21% | 0.23% | 10 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,275 | 641 | 0.0% | 0.0% | 11 | -9,199 | -73.75% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,766 | 541 | 0.0% | 0.0% | 12 | -64 | -2.26% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 2,478 | 485 | 0.0% | — | 13 | +2,478 | New | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 2,393 | 468 | 0.0% | — | 14 | +2,393 | New | Q2 2026 | Aug 14, 2026 |
| Opulen Financial Group LLC | History | Reduced | 1,808 | 354 | 0.22% | 0.22% | 15 | -288 | -13.74% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,737 | 340 | 0.0% | 0.0% | 16 | -555 | -24.21% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,647 | 323 | 0.0% | 0.0% | 17 | -839 | -33.75% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,597 | 312 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,550 | 303 | 0.0% | 0.0% | 19 | -2,205 | -58.72% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 1,037 | 203 | 0.01% | — | 20 | +1,037 | New | Q2 2026 | Jul 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 935 | 183 | 0.0% | 0.0% | 21 | -20 | -2.09% | Q2 2026 | Jul 14, 2026 |
| FMR LLC | History | Reduced | 696 | 136 | 0.0% | 0.0% | 22 | -12 | -1.69% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 600 | 117 | 0.0% | — | 23 | +600 | New | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Added to | 546 | 106 | 0.0% | 0.0% | 24 | +60 | 12.35% | Q2 2026 | Aug 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 336 | 65 | 0.04% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 293 | 57 | 0.0% | 0.0% | 26 | +14 | 5.02% | Q2 2026 | Jul 20, 2026 |
| Key FInancial Inc | History | No change | 230 | 45 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 187 | 36 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 188 | 36 | 0.03% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NFSG Corp | History | No change | 172 | 33 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 135 | 26 | 0.0% | 0.0% | 31 | +2 | 1.5% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 113 | 22 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 150 | 21 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | No change | 108 | 21 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | New | 88 | 17 | 0.0% | — | 35 | +88 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 66 | 12 | 0.0% | 0.0% | 36 | +43 | 186.96% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 62 | 12 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 56 | 10 | 0.0% | 0.0% | 38 | -91 | -61.9% | Q2 2026 | Aug 12, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 42 | 8 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investors Research Corp | History | No change | 10 | 1 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -1,694 | -99.94% | Q2 2026 | Aug 14, 2026 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |