SPDR SERIES TRUST - XSW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 387,128 | 72,447 | 0.01% | 0.01% | 1 | -5,350 | -1.36% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 185,153 | 34,649 | 0.0% | 0.0% | 2 | +99,320 | 115.71% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 118,013 | 22,084 | 0.01% | 0.01% | 3 | +18,349 | 18.41% | Q4 2025 | Feb 11, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 66,657 | 12,474 | 1.33% | 1.5% | 4 | -116 | -0.17% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 53,660 | 10,041 | 0.0% | 0.0% | 5 | +5,363 | 11.1% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 39,050 | 7,307 | 0.0% | 0.0% | 6 | -395 | -1.0% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 33,215 | 6,215 | 0.0% | 0.0% | 7 | +3 | 0.01% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 27,614 | 5,167 | 0.0% | 0.0% | 8 | -417 | -1.49% | Q4 2025 | Feb 17, 2026 |
| Essex LLC | History | Reduced | 26,548 | 4,968 | 0.88% | 0.96% | 9 | -147 | -0.55% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 23,188 | 4,339 | 0.28% | 0.22% | 10 | +6,647 | 40.18% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 20,777 | 3,888 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| High Point Wealth Management, LLC | History | New | 20,617 | 3,858 | 3.62% | — | 12 | +20,617 | New | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | No change | 19,089 | 3,572 | 0.0% | 0.01% | 13 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,658 | 3,491 | 0.01% | 0.01% | 14 | -652 | -3.38% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 18,628 | 3,486 | 0.0% | 0.0% | 15 | +829 | 4.66% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 14,634 | 2,738 | 0.0% | 0.0% | 16 | -1,437 | -8.94% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 12,837 | 2,402 | 0.0% | 0.0% | 17 | -368 | -2.79% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,424 | 2,137 | 0.0% | 0.0% | 18 | -238 | -2.04% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,305 | 1,928 | 0.0% | 0.0% | 19 | +165 | 1.63% | Q4 2025 | Mar 25, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,370 | 1,379 | 0.0% | 0.0% | 20 | +499 | 7.26% | Q4 2025 | Feb 10, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 7,329 | 1,371 | 0.21% | 0.22% | 21 | -183 | -2.44% | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,125 | 1,146 | 0.0% | — | 22 | +6,125 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 5,513 | 1,031 | 0.03% | — | 23 | +5,513 | New | Q4 2025 | Feb 13, 2026 |
| Tandem Financial, LLC | History | Reduced | 5,309 | 1,003 | 1.2% | 1.35% | 24 | -12,988 | -70.98% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 5,210 | 989 | 0.0% | — | 25 | +5,210 | New | Q4 2025 | Jan 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 4,284 | 801 | 0.1% | — | 26 | +4,284 | New | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | Reduced | 4,248 | 794 | 0.0% | 0.01% | 27 | -2,425 | -36.34% | Q4 2025 | Feb 13, 2026 |
| Bawa N Mallick Trust | History | No change | 4,160 | 778 | 0.29% | 0.31% | 28 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 4,104 | 768 | 0.55% | 0.64% | 29 | -380 | -8.47% | Q4 2025 | Jan 30, 2026 |
| Belvedere Trading LLC | History | Added to | 3,700 | 692 | 0.0% | 0.0% | 30 | +1,400 | 60.87% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,678 | 688 | 0.0% | 0.0% | 31 | -2,514 | -40.6% | Q4 2025 | Feb 17, 2026 |
| Grant Private Wealth Management Inc | History | No change | 3,680 | 688 | 0.42% | 0.45% | 32 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,628 | 678 | 0.0% | 0.0% | 33 | +425 | 13.27% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,588 | 671 | 0.02% | 0.0% | 34 | +3,249 | 958.41% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,564 | 667 | 0.0% | 0.0% | 35 | +1,904 | 114.7% | Q4 2025 | Feb 05, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | No change | 3,509 | 656 | 0.15% | 0.16% | 36 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,359 | 628 | 0.0% | 0.0% | 37 | +938 | 38.74% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 3,325 | 622 | 0.0% | 0.0% | 38 | -548 | -14.15% | Q4 2025 | Feb 17, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 3,024 | 566 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 3,004 | 562 | 0.0% | 0.0% | 40 | +209 | 7.48% | Q4 2025 | Feb 17, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 2,988 | 559 | 0.16% | 0.18% | 41 | -65 | -2.13% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 2,753 | 515 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kaizen Financial Strategies | History | No change | 2,685 | 502 | 0.22% | 0.23% | 43 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 2,679 | 501 | 0.02% | 0.03% | 44 | -104 | -3.74% | Q4 2025 | Jan 28, 2026 |
| Global Endowment Management, LP | History | No change | 2,600 | 487 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 2,573 | 481 | 0.05% | 0.06% | 46 | -150 | -5.51% | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | New | 2,341 | 438 | 0.0% | — | 47 | +2,341 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 2,242 | 419 | 0.0% | 0.0% | 48 | +53 | 2.42% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,043 | 382 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 2,023 | 378 | 0.09% | 0.09% | 50 | +75 | 3.85% | Q4 2025 | Feb 17, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 1,979 | 370 | 0.06% | 0.07% | 51 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 1,918 | 358 | 0.07% | 0.12% | 52 | -294 | -13.29% | Q4 2025 | Feb 10, 2026 |
| V2 Financial group LLC | History | Added to | 1,900 | 355 | 0.17% | 0.2% | 53 | +100 | 5.56% | Q4 2025 | Jan 21, 2026 |
| MWA Asset Management | History | Reduced | 1,834 | 343 | 0.19% | 0.22% | 54 | -215 | -10.49% | Q4 2025 | Jan 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 1,777 | 332 | 0.01% | 0.01% | 55 | -195 | -9.89% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 1,759 | 329 | 0.03% | 0.02% | 56 | +453 | 34.69% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | New | 1,629 | 304 | 0.0% | — | 57 | +1,629 | New | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 1,620 | 303 | 0.02% | 0.02% | 58 | -131 | -7.48% | Q4 2025 | Feb 04, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 1,434 | 268 | 0.01% | 0.01% | 59 | -61 | -4.08% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Added to | 1,413 | 264 | 0.0% | 0.0% | 60 | +132 | 10.3% | Q4 2025 | Feb 02, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 1,352 | 253 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,312 | 245 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,289 | 241 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,200 | 224 | 0.0% | 0.0% | 64 | -1,223 | -50.47% | Q4 2025 | Jan 26, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 1,168 | 218 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,159 | 217 | 0.0% | 0.0% | 66 | +16 | 1.4% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 1,150 | 215 | 0.0% | 0.0% | 67 | -1,312 | -53.29% | Q4 2025 | Feb 13, 2026 |
| PINCUS CAPITAL MANAGEMENT, LP | History | New | 1,150 | 215 | 0.14% | — | 68 | +1,150 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,122 | 209 | 0.0% | 0.01% | 69 | -185 | -14.15% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Reduced | 1,083 | 202 | 0.0% | 0.0% | 70 | -28,815 | -96.38% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | New | 1,069 | 200 | 0.0% | — | 71 | +1,069 | New | Q4 2025 | Feb 13, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,000 | 187 | 0.02% | 0.03% | 72 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 673 | 125 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 592 | 110 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 486 | 90 | 0.0% | 0.0% | 75 | -5,305 | -91.61% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 472 | 88 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 459 | 85 | 0.0% | 0.0% | 77 | -37 | -7.46% | Q4 2025 | Feb 17, 2026 |
| Canton Hathaway, LLC | History | No change | 423 | 79 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Reduced | 307 | 57 | 0.0% | 0.0% | 79 | -39 | -11.27% | Q4 2025 | Feb 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 250 | 46 | 0.0% | — | 80 | +250 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 243 | 45 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO | History | No change | 210 | 39 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 200 | 37 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 177 | 33 | 0.0% | 0.0% | 84 | -3 | -1.67% | Q4 2025 | Jan 20, 2026 |
| JNBA Financial Advisors | History | No change | 157 | 29 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 140 | 26 | 0.02% | 0.05% | 86 | -131 | -48.34% | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | New | 120 | 22 | 0.0% | — | 87 | +120 | New | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | No change | 120 | 22 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 117 | 21 | 0.0% | — | 89 | +117 | New | Q4 2025 | Jan 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 100 | 18 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 100 | 18 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 100 | 18 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Spire Wealth Management | History | No change | 89 | 16 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 90 | 16 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 78 | 14 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 72 | 13 | 0.0% | 0.0% | 96 | -10 | -12.2% | Q4 2025 | Feb 18, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 70 | 13 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Laurel Wealth Advisors LLC | History | New | 64 | 11 | 0.0% | — | 98 | +64 | New | Q4 2025 | Jan 30, 2026 |
| Nemes Rush Group LLC | History | No change | 62 | 11 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 55 | 10 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 50 | 9 | 0.0% | 0.0% | 102 | -101 | -66.89% | Q4 2025 | Mar 16, 2026 |
| US BANCORP \DE\ | History | No change | 52 | 9 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | No change | 43 | 8 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 32 | 5 | 0.0% | 0.0% | 104 | +1 | 3.23% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 25 | 4 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 11 | 2 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 10 | 1 | 0.0% | — | 108 | +10 | New | Q4 2025 | Jan 22, 2026 |
| CVA Family Office, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -29,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -26,703 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -21,902 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,343 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,761 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RMR Wealth Builders | History | Closed out | 0 | 0 | — | 0.04% | — | -2,144 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,764 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,761 | -100.0% | Q3 2025 | Nov 10, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,315 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,197 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,122 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -715 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -604 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.02% | — | -125 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -56 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 16, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |