SPDR SERIES TRUST - XPH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 1,015,894 | 67,323 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 387,368 | 25,670 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 314,894 | 20,868 | 0.25% | 0.25% | 3 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MORGAN STANLEY | History | No change | 314,226 | 20,823 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 221,822 | 14,700 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 195,701 | 12,969 | 0.19% | 0.19% | 6 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 180,521 | 11,963 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 168,419 | 11,161 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Evelyn Partners Group Ltd | History | No change | 71,806 | 10,532 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 104,114 | 6,899 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 70,678 | 4,683 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 68,306 | 4,526 | 1.09% | 1.09% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 63,697 | 4,221 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 55,346 | 3,667 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 53,012 | 3,513 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 49,004 | 3,247 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wharton Business Group, LLC | History | No change | 46,395 | 3,074 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SVB WEALTH LLC | History | No change | 42,797 | 2,836 | 0.18% | 0.18% | 18 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 35,751 | 2,369 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 32,929 | 2,182 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 31,119 | 2,062 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 28,468 | 1,886 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | No change | 26,885 | 1,781 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Wealth Management LLC | History | No change | 26,652 | 1,766 | 0.33% | 0.33% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 26,231 | 1,738 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 21,917 | 1,453 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 20,953 | 1,388 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,972 | 1,323 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 18,863 | 1,250 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 16,556 | 1,097 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J. Goldman & Co LP | History | No change | 16,200 | 1,073 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 15,179 | 1,005 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avior Wealth Management, LLC | History | No change | 12,070 | 799 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SummitTX Capital, L.P. | History | No change | 11,745 | 778 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,507 | 762 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,416 | 756 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10,822 | 717 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 8,917 | 591 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HRT FINANCIAL LP | History | No change | 8,348 | 553 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,603 | 504 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Reduced | 7,352 | 478 | 0.01% | 0.02% | 41 | -865 | -10.53% | Q3 2026 | Oct 02, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 6,699 | 443 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sigma Planning Corp | History | No change | 6,088 | 403 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,909 | 391 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,731 | 379 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,619 | 372 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,497 | 364 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,939 | 327 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 4,700 | 311 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,245 | 281 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 4,033 | 267 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 3,986 | 264 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,970 | 263 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | No change | 3,798 | 251 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lifeworks Advisors, LLC | History | No change | 3,794 | 251 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,753 | 248 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 3,757 | 248 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | No change | 3,401 | 225 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HighTower Advisors, LLC | History | No change | 3,308 | 219 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Belvedere Trading LLC | History | No change | 3,303 | 218 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Wealth | History | No change | 3,271 | 216 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advantage Trust Co | History | No change | 3,250 | 215 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,425 | 160 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,308 | 152 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,280 | 151 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,557 | 103 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BlackRock, Inc. | History | No change | 1,500 | 99 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,400 | 92 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,297 | 85 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,190 | 78 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 790 | 52 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO | History | No change | 619 | 41 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Caitlin John, LLC | History | No change | 500 | 33 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 450 | 29 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 452 | 29 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 400 | 26 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 344 | 22 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Republic Capital, LLC | History | No change | 338 | 22 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 326 | 21 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Qube Research & Technologies Ltd | History | No change | 230 | 15 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | No change | 188 | 12 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 179 | 11 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 180 | 11 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 150 | 9 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 125 | 8 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | No change | 121 | 8 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 107 | 7 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 101 | 6 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 100 | 6 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 103 | 6 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 100 | 6 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Front Row Advisors LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |