DaveManuel.com · Institutional Ownership · Who Owns It
SPDR SERIES TRUST (XAR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
625
Reporting holders
$3.3B
Reported value
0.8%
Calls
0.2%
Puts
+45
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $412.8M | 1,454,537 | 0.09% | 31q | +7.8%+$30.0M |
| PeakShares LLC | $263.9M | 930,000 | 0.20% | 2q | +99900.0%+$263.7M |
| MORGAN STANLEY | $250.3M | 881,929 | 0.01% | 35q | HELD |
| BANK OF AMERICA CORP /DE/ | $245.8M | 866,092 | 0.02% | 31q | +2.0%+$4.9M |
| WELLS FARGO & COMPANY/MN | $170.1M | 599,395 | 0.03% | 31q | +27.3%+$36.4M |
| AMERIPRISE FINANCIAL INC | $79.6M | 280,520 | 0.02% | 31q | +19.2%+$12.8M |
| RAYMOND JAMES FINANCIAL INC | $73.6M | 259,178 | 0.02% | 7q | +1.3%+$960.3K |
| UBS Group AG | $72.9M | 256,859 | 0.01% | 31q | +4.3%+$3.0M |
| Cambridge Investment Research Advisors, Inc. | $64.6M | 227,578 | 0.07% | 31q | +99.2%+$32.2M |
| ENVESTNET ASSET MANAGEMENT INC | $59.5M | 209,691 | 0.01% | 31q | -1.5%-$899.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $52.8M | 185,880 | 0.07% | 31q | +1.0%+$506.0K |
| Howard Capital Management Group, LLC | $52.3M | 184,408 | 3.20% | 10q | -0.8%-$422.8K |
| OSAIC HOLDINGS, INC. | $51.3M | 180,518 | 0.06% | 26q | +25.3%+$10.4M |
| JPMORGAN CHASE & CO | $49.6M | 178,971 | 0.00% | 31q | +67.1%+$19.9M |
| ROYAL BANK OF CANADA | $49.1M | 173,177 | 0.01% | 31q | HELD |
| AFFINITY WEALTH MANAGEMENT LLC | $44.4M | 156,609 | 5.72% | 5q | -0.5%-$237.8K |
| Cetera Investment Advisers | $41.4M | 145,795 | 0.04% | 31q | +4.4%+$1.7M |
| Enclave Advisors LLC | $40.6M | 143,072 | 5.14% | 8q | +7.3%+$2.8M |
| PNC Financial Services Group, Inc. | $40.6M | 143,045 | 0.02% | 31q | +2.0%+$814.5K |
| Gerber Kawasaki Wealth & Investment Management | $35.0M | 123,156 | 0.93% | 22q | +5.9%+$2.0M |
| GOLDMAN SACHS GROUP INC | $33.6M | 118,572 | 0.00% | 25q | -9.2%-$3.4M |
| Robinhood Asset Management, LLC | $33.3M | 117,413 | 1.78% | 3q | +19.6%+$5.5M |
| BNP PARIBAS FINANCIAL MARKETS | $29.2M | 102,923 | 0.01% | 22q | -40.7%-$20.1M |
| Teamwork Financial Advisors, LLC | $24.0M | 84,616 | 2.18% | 3q | +13.0%+$2.8M |
| MML INVESTORS SERVICES, LLC | $22.9M | 80,750 | 0.05% | 31q | +11.9%+$2.4M |
| STIFEL FINANCIAL CORP | $22.4M | 78,782 | 0.02% | 31q | +1.2%+$260.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.6M incl. $20.4M options CALL+PUT | 4,286 | 0.00% | 31q | -88.8%-$172.0M |
| JONES FINANCIAL COMPANIES LLLP | $21.2M | 77,451 | 0.01% | 10q | +20.4%+$3.6M |
| Kingsview Wealth Management, LLC | $21.2M | 74,618 | 0.26% | 21q | +10.9%+$2.1M |
| CUMBERLAND ADVISORS INC | $20.6M | 72,577 | 7.26% | 30q | -1.6%-$332.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $19.1M | 67,272 | 0.01% | 31q | -1.3%-$258.2K |
| Warner Group LLC | $18.5M | 65,204 | 4.56% | 4q | +104.2%+$9.4M |
| CITADEL ADVISORS LLC | $16.7M incl. $7.7M options CALL+PUT | 31,570 | 0.00% | 8q | -9.3%-$1.7M |
| WESPAC Advisors SoCal, LLC | $14.3M | 50,425 | 2.55% | 9q | +2.1%+$301.1K |
| Focus Partners Wealth | $13.8M | 48,491 | 0.01% | 10q | +0.6%+$81.2K |
| ARMSTRONG ADVISORY GROUP, INC | $13.7M | 48,295 | 0.83% | 11q | +4.1%+$539.8K |
| Merit Financial Group, LLC | $11.9M | 41,888 | 0.07% | 7q | -2.4%-$296.3K |
| Rockefeller Capital Management L.P. | $11.5M | 40,666 | 0.02% | 7q | +18.6%+$1.8M |
| HighTower Advisors, LLC | $11.5M | 40,634 | 0.01% | 31q | +14.4%+$1.5M |
| Janney Montgomery Scott LLC | $11.3M | 39,842 | 0.02% | 31q | +1.5%+$163.5K |
| Quadrature Capital Ltd | $11.0M | 38,899 | 0.09% | 4q | +44.1%+$3.4M |
| Sanctuary Advisors, LLC | $10.2M | 35,928 | 0.05% | 9q | +39.2%+$2.9M |
| Wealthfront Advisers LLC | $10.1M | 35,555 | 0.02% | 15q | +7.4%+$692.2K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | $10.1M | 35,536 | 3.47% | new | FIRST |
| FLC Capital Advisors | $9.5M | 33,637 | 1.54% | 12q | -1.3%-$126.3K |
| CoreCap Advisors, LLC | $9.4M | 33,083 | 0.28% | 11q | -21.2%-$2.5M |
| BOURGEON CAPITAL MANAGEMENT LLC | $9.3M | 32,764 | 1.37% | 11q | -3.9%-$381.7K |
| Y.D. More Investments Ltd | $9.2M | 32,470 | 0.29% | 15q | +12.3%+$1.0M |
| Integrated Wealth Concepts LLC | $9.1M | 32,047 | 0.06% | 22q | +8.2%+$692.2K |
| HBW ADVISORY SERVICES LLC | $9.0M | 31,696 | 0.81% | 17q | +18.8%+$1.4M |
| Steward Partners Investment Advisory, LLC | $8.9M | 31,258 | 0.05% | 29q | -32.6%-$4.3M |
| Kestra Advisory Services, LLC | $8.8M | 30,964 | 0.03% | 24q | +2.4%+$209.2K |
| Waverly Advisors, LLC | $8.6M | 30,132 | 0.05% | 10q | +24.8%+$1.7M |
| HRT FINANCIAL LP | $8.5M | 29,910 | 0.02% | 2q | +268.0%+$6.2M |
| IHT Wealth Management, LLC | $8.4M | 29,702 | 0.18% | 31q | +24.5%+$1.7M |
| HighPoint Advisor Group LLC | $8.3M | 29,304 | 0.29% | 3q | +14.3%+$1.0M |
| Private Advisor Group, LLC | $8.2M | 29,004 | 0.04% | 31q | +7.1%+$544.6K |
| SOUTHERN CAPITAL SERVICES INC /ADV | $7.8M | 27,331 | 4.35% | 3q | +8.9%+$632.9K |
| Thrivent Financial for Lutherans | $7.7M | 27,136 | 0.01% | 3q | +348.2%+$6.0M |
| Creative Planning | $7.1M | 25,035 | 0.00% | 31q | -34.2%-$3.7M |
| Corient Private Wealth LP | $7.1M | 25,011 | 0.01% | 15q | +10.5%+$675.2K |
| NewEdge Advisors, LLC | $6.9M | 24,342 | 0.02% | 15q | +23.7%+$1.3M |
| Mutual Advisors, LLC | $6.8M | 23,990 | 0.13% | 14q | +491.6%+$5.7M |
| Fifth Third Securities, Inc. | $6.0M | 21,105 | 0.34% | 9q | +138.0%+$3.5M |
| VIEWPOINT INVESTMENT PARTNERS CORP | $5.9M | 19,904 | 2.03% | 6q | -14.5%-$1.0M |
| Equitable Holdings, Inc. | $5.8M | 20,611 | 0.03% | 27q | -3.4%-$207.5K |
| Snowden Capital Advisors LLC | $5.8M | 20,558 | 0.14% | 11q | +50.2%+$2.0M |
| Perigon Wealth Management, LLC | $5.8M | 20,440 | 0.09% | 15q | +28.3%+$1.3M |
| TRUIST FINANCIAL CORP | $5.7M | 20,166 | 0.01% | 27q | +2.9%+$160.6K |
| McGuire Investment Group, LLC | $5.7M | 19,995 | 0.50% | 4q | +0.9%+$50.5K |
| JANE STREET GROUP, LLC | $5.7M incl. $4.4M options CALL+PUT | 4,423 | 0.00% | 4q | +111.6%+$3.0M |
| PRINCIPAL SECURITIES, INC. | $5.5M | 19,457 | 0.07% | 11q | +3.4%+$183.0K |
| BROWN ADVISORY INC | $5.4M | 19,095 | 0.01% | 15q | HELD |
| OneDigital Investment Advisors LLC | $5.4M | 18,995 | 0.05% | 3q | +83.1%+$2.4M |
| BANK OF MONTREAL /CAN/ | $5.4M | 18,882 | 0.00% | 31q | +14.2%+$666.6K |
| Arax Advisory Partners | $5.3M | 18,715 | 0.04% | 3q | +516.0%+$4.4M |
| Fortis Group Advisors, LLC | $5.2M | 18,396 | 0.83% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $5.2M | 18,335 | 0.20% | 31q | +3.4%+$171.1K |
| MEITAV INVESTMENT HOUSE LTD | $5.0M | 17,635 | 0.03% | 23q | -55.1%-$6.1M |
| Norris Financial Group, LLC | $5.0M | 17,568 | 1.98% | 4q | +7.3%+$339.1K |
| Hobart Private Capital, LLC | $5.0M | 17,531 | 0.85% | 4q | +22.1%+$899.6K |
| Stratos Wealth Partners, LTD. | $4.9M | 17,363 | 0.05% | 31q | +0.7%+$36.6K |
| BFC Planning, Inc. | $4.9M | 17,271 | 0.20% | 7q | -0.6%-$28.9K |
| PINNACLE ASSOCIATES LTD | $4.9M | 17,177 | 0.05% | 25q | HELD |
| &PARTNERS | $4.8M | 16,927 | 0.02% | 8q | +1.6%+$73.6K |
| Pacific Sun Financial Corp | $4.7M | 16,679 | 1.95% | 25q | -6.9%-$349.3K |
| D.A. DAVIDSON & CO. | $4.7M | 16,525 | 0.03% | 11q | +3.1%+$141.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.6M | 17,117 | 0.01% | 12q | +15.6%+$627.6K |
| Jump Financial, LLC | $4.6M | 16,267 | 0.04% | 2q | +4.0%+$176.2K |
| Gladstone Institutional Advisory LLC | $4.6M | 16,137 | 0.14% | 3q | +11.5%+$472.5K |
| Silverleafe Capital Partners, LLC | $4.4M | 15,543 | 1.20% | new | NEW |
| INNEALTA CAPITAL, LLC | $4.3M | 15,234 | 2.31% | 2q | HELD |
| OPPENHEIMER & CO INC | $4.2M | 14,636 | 0.04% | 18q | +16.3%+$581.2K |
| Mariner, LLC | $4.0M | 14,085 | 0.00% | 16q | -42.5%-$2.9M |
| WealthSpring Partners, LLC | $4.0M | 14,075 | 3.43% | 3q | +5.9%+$223.1K |
| Cavalier Investments, LLC | $3.9M | 13,804 | 0.16% | 16q | HELD |
| NovaPoint Capital, LLC | $3.8M | 13,338 | 0.79% | 11q | -14.2%-$628.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $3.7M | 12,995 | 0.04% | 11q | +0.7%+$25.3K |
| Cornerstone Wealth Management, LLC | $3.6M | 12,776 | 0.16% | 17q | +11.5%+$374.6K |
| Yelin Lapidot Holdings Management Ltd. | $3.5M | 12,500 | 0.67% | 6q | HELD |
Showing the largest 100 of 625 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 241 | $356.9M | 1,541,489 | 32 | 66 | 66 | 0.0% |
| Q2 2026 | 625 | $3.3B | 11,442,229 | 92 | 232 | 135 | 1.0% |
| Q1 2026 | 580 | $2.6B | 10,186,632 | 97 | 208 | 128 | 1.1% |
| Q4 2025 | 504 | $2.2B | 8,875,744 | 58 | 179 | 100 | 0.8% |
| Q3 2025 | 461 | $2.0B | 8,267,449 | 70 | 134 | 110 | 0.8% |
| Q2 2025 | 418 | $1.7B | 7,785,742 | 63 | 118 | 122 | 0.7% |
| Q1 2025 | 378 | $1.2B | 7,289,790 | 39 | 114 | 88 | 0.5% |
| Q4 2024 | 377 | $1.2B | 7,060,753 | 32 | 125 | 82 | 0.4% |
| Q3 2024 | 348 | $1.0B | 6,359,800 | 29 | 83 | 97 | 0.5% |
| Q2 2024 | 350 | $954.2M | 6,793,476 | 42 | 105 | 82 | 0.3% |
| Q1 2024 | 340 | $1.2B | 8,274,765 | 38 | 106 | 86 | 0.2% |
| Q4 2023 | 337 | $987.9M | 7,276,218 | 75 | 97 | 72 | 0.3% |
| Q3 2023 | 265 | $578.8M | 5,150,204 | 30 | 72 | 68 | 0.3% |
| Q2 2023 | 262 | $591.9M | 4,853,855 | 26 | 66 | 83 | 0.4% |
| Q1 2023 | 257 | $547.8M | 4,667,088 | 32 | 80 | 69 | 0.5% |
| Q4 2022 | 254 | $492.9M | 4,459,977 | 52 | 56 | 71 | 0.5% |
| Q3 2022 | 219 | $1.4B | 15,266,663 | 21 | 57 | 63 | 0.1% |
| Q2 2022 | 226 | $2.2B | 21,831,903 | 28 | 64 | 65 | 0.0% |
| Q1 2022 | 237 | $3.5B | 28,327,670 | 50 | 79 | 42 | 0.1% |
| Q4 2021 | 212 | $2.7B | 23,150,353 | 13 | 47 | 66 | 0.0% |
| Q3 2021 | 198 | $1.7B | 14,230,910 | 12 | 47 | 67 | 0.1% |
| Q2 2021 | 210 | $1.6B | 12,135,134 | 20 | 55 | 61 | 0.1% |
| Q1 2021 | 206 | $1.5B | 12,257,749 | 27 | 36 | 70 | 0.1% |
| Q4 2020 | 199 | $1.5B | 12,727,901 | 24 | 32 | 81 | 0.3% |
| Q3 2020 | 181 | $1.4B | 15,492,978 | 13 | 37 | 82 | 0.2% |
| Q2 2020 | 196 | $1.6B | 17,739,161 | 43 | 46 | 72 | 0.5% |
| Q1 2020 | 182 | $1.3B | 17,022,656 | 26 | 56 | 66 | 0.1% |
| Q4 2019 | 221 | $3.4B | 31,077,341 | 23 | 77 | 54 | 0.1% |
| Q3 2019 | 201 | $2.1B | 19,658,341 | 35 | 70 | 47 | 0.1% |
| Q2 2019 | 179 | $2.0B | 18,777,832 | 31 | 57 | 45 | 0.2% |
| Q1 2019 | 161 | $2.0B | 21,202,727 | 30 | 49 | 48 | 0.1% |
| Q4 2018 | 146 | $1.3B | 16,494,473 | 3 | 3 | 4 | 0.1% |