SPDR SERIES TRUST - XTL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC | History | New | 221,635 | 33,959 | 0.09% | — | 1 | +221,635 | New | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Reduced | 105,988 | 16,239 | 0.0% | 0.0% | 2 | -5,226 | -4.7% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 75,962 | 11,638 | 0.0% | 0.0% | 3 | +11,158 | 17.22% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 52,178 | 7,994 | 0.0% | 0.0% | 4 | +33,851 | 184.71% | Q4 2025 | Jan 29, 2026 |
| SFI Advisors, LLC | History | Reduced | 49,088 | 7,521 | 4.82% | 4.52% | 5 | -1,658 | -3.27% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Reduced | 43,952 | 6,734 | 0.0% | 0.0% | 6 | -45,901 | -51.08% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 37,694 | 5,775 | 0.01% | 0.01% | 7 | +115 | 0.31% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 34,350 | 5,263 | 0.0% | 0.0% | 8 | +1,138 | 3.43% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 31,599 | 4,841 | 0.03% | 0.02% | 9 | +982 | 3.21% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 25,139 | 3,851 | 0.0% | 0.0% | 10 | +137 | 0.55% | Q4 2025 | Mar 25, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 18,648 | 2,857 | 0.0% | 0.0% | 11 | -176 | -0.93% | Q4 2025 | Feb 12, 2026 |
| Quartz Partners, LLC | History | Added to | 16,869 | 2,584 | 0.96% | 0.79% | 12 | +1,314 | 8.45% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,111 | 2,469 | 0.01% | 0.0% | 13 | +4,199 | 35.25% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,349 | 2,351 | 0.0% | 0.0% | 14 | +364 | 2.43% | Q4 2025 | Feb 13, 2026 |
| Blue Capital, Inc. | History | Added to | 12,958 | 1,985 | 1.41% | 1.2% | 15 | +1,421 | 12.32% | Q4 2025 | Feb 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,607 | 1,931 | 0.0% | 0.0% | 16 | -4,450 | -26.09% | Q4 2025 | Feb 17, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 10,524 | 1,612 | 0.45% | 0.42% | 17 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 10,246 | 1,569 | 0.16% | 0.05% | 18 | +6,789 | 196.38% | Q4 2025 | Jan 27, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,754 | 1,341 | 0.17% | 0.09% | 19 | -2,683 | -23.46% | Q4 2025 | Feb 13, 2026 |
| Kaizen Financial Strategies | History | Reduced | 5,995 | 918 | 0.4% | 0.41% | 20 | -250 | -4.0% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 5,683 | 870 | 0.0% | 0.0% | 21 | +2,846 | 100.32% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,672 | 869 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 5,545 | 849 | 0.31% | 0.35% | 23 | -1,013 | -15.45% | Q4 2025 | Jan 30, 2026 |
| CITIGROUP INC | History | Reduced | 5,348 | 819 | 0.0% | 0.0% | 24 | -27 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,044 | 772 | 0.01% | 0.01% | 25 | +603 | 13.58% | Q4 2025 | Feb 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 4,645 | 762 | 0.2% | 0.19% | 26 | -82 | -1.73% | Q4 2025 | Jan 26, 2026 |
| Worthington Financial Partners, LLC | History | New | 4,545 | 696 | 0.62% | — | 27 | +4,545 | New | Q4 2025 | Mar 05, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | New | 3,920 | 600 | 0.28% | — | 28 | +3,920 | New | Q4 2025 | Feb 06, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 3,415 | 523 | 0.01% | 0.01% | 29 | -25 | -0.73% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | New | 3,272 | 501 | 0.02% | — | 30 | +3,272 | New | Q4 2025 | Jan 06, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 2,740 | 419 | 0.2% | 0.19% | 31 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,551 | 390 | 0.0% | 0.0% | 32 | +241 | 10.43% | Q4 2025 | Feb 13, 2026 |
| Waldron Private Wealth LLC | History | No change | 2,474 | 379 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,076 | 318 | 0.0% | 0.0% | 34 | +115 | 5.86% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,844 | 282 | 0.0% | 0.0% | 35 | -456 | -19.83% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,809 | 277 | 0.01% | 0.01% | 36 | +8 | 0.44% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,741 | 266 | 0.0% | 0.0% | 37 | +93 | 5.64% | Q4 2025 | Feb 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 1,650 | 252 | 0.02% | — | 38 | +1,650 | New | Q4 2025 | Jan 20, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 1,565 | 239 | 0.07% | 0.22% | 39 | -25 | -1.57% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,545 | 236 | 0.0% | 0.0% | 40 | -99 | -6.02% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,518 | 232 | 0.0% | 0.0% | 41 | -90 | -5.6% | Q4 2025 | Mar 16, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 1,469 | 225 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HANCOCK WHITNEY CORP | History | New | 1,461 | 223 | 0.0% | — | 43 | +1,461 | New | Q4 2025 | Feb 17, 2026 |
| RFP Financial Group LLC | History | Reduced | 1,384 | 212 | 0.1% | 0.11% | 44 | -298 | -17.72% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | New | 1,382 | 211 | 0.0% | — | 45 | +1,382 | New | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,114 | 170 | 0.0% | 0.0% | 46 | +691 | 163.36% | Q4 2025 | Feb 17, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 1,108 | 169 | 0.03% | 0.03% | 47 | -36 | -3.15% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 979 | 150 | 0.0% | — | 48 | +979 | New | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 853 | 130 | 0.01% | — | 49 | +853 | New | Q4 2025 | Feb 03, 2026 |
| CITY HOLDING CO | History | No change | 700 | 107 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kestra Advisory Services, LLC | History | New | 520 | 79 | 0.0% | — | 51 | +520 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 348 | 53 | 0.0% | — | 52 | +348 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | No change | 340 | 52 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 310 | 47 | 0.0% | 0.0% | 54 | +53 | 20.62% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 206 | 31 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 97 | 14 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | No change | 57 | 8 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 45 | 6 | 0.0% | — | 59 | +45 | New | Q4 2025 | Jan 23, 2026 |
| Wagner Wealth Management, LLC | History | No change | 46 | 6 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | No change | 31 | 4 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 20 | 3 | 0.0% | 0.0% | 61 | -118 | -85.51% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 25 | 3 | 0.0% | 0.0% | 62 | -100 | -80.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 16 | 2 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | New | 11 | 1 | 0.0% | — | 66 | +11 | New | Q4 2025 | Jan 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 11 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 9 | 1 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -59,740 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.94% | — | -6,665 | -100.0% | Q3 2025 | Jan 06, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -827 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -309 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Oct 27, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Orion Capital Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |