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DaveManuel.com · Institutional Ownership · Who Owns It

SPDR SERIES TRUST (XHS)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

69
Reporting holders
$91.0M
Reported value
0.0%
Calls
0.0%
Puts
+6
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

Download these holders as CSV

FilerValueShares Their book Held Change
GOLDMAN SACHS GROUP INC$34.3M260,0000.00%16q+19.9%+$5.7M
LPL Financial LLC$7.1M53,7830.00%31q+79.8%+$3.2M
JPMORGAN CHASE & CO$6.6M50,5440.00%2q+2427.2%+$6.4M
MORGAN STANLEY$4.1M30,7160.00%35q-4.2%-$176.1K
CITIGROUP INC$4.0M30,0540.00%29q+1.1%+$44.3K
Spire Wealth Management$3.7M28,2860.11%newNEW
Finivi Inc.$3.5M26,7581.81%newNEW
RAYMOND JAMES FINANCIAL INC$3.1M23,2100.00%7q+1.9%+$56.1K
GFS Advisors, LLC$2.4M75?0.13%new
WELLS FARGO & COMPANY/MN$2.2M16,6230.00%31q+115.0%+$1.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.0M14,9420.00%4q+17.7%+$297.5K
BANK OF AMERICA CORP /DE/$1.7M12,7380.00%31q+32.3%+$410.7K
Merit Financial Group, LLC$1.6M12,1810.01%10qHELD
STIFEL FINANCIAL CORP$1.4M10,8210.00%6q-10.8%-$173.6K
FSA WEALTH PARTNERS, INC.$1.4M10,8130.36%newNEW
BLUEDOOR PRIVATE WEALTH, LLC$1.3M9,8670.55%3q+9.1%+$109.0K
Summit Trail Advisors, LLC$1.2M9,3370.02%12qHELD
CoreCap Advisors, LLC$1.2M8,7680.03%18q-4.0%-$48.2K
Integrated Wealth Concepts LLC$1.1M8,6700.01%newNEW
SPINNAKER TRUST$885.7K6,7050.04%31qHELD
Alamea Verwaltungs GmbH$792.6K6,0000.63%3qHELD
UBS Group AG$695.8K5,2670.00%31q-19.3%-$166.2K
Tower Research Capital LLC (TRC)$647.7K4,9030.02%5q-55.5%-$807.8K
Equitable Holdings, Inc.$476.1K3,6040.00%newNEW
PARK AVENUE SECURITIES LLC$475.0K3,5960.00%5q+0.5%+$2.4K
SCOTIA CAPITAL INC.$455.7K3,4500.00%newNEW
CreativeOne Wealth, LLC$397.9K3,0120.01%newNEW
Kaizen Financial Strategies$370.7K2,7220.12%4q+21.0%+$64.3K
COMMONWEALTH EQUITY SERVICES, LLC$355.8K2,6930.00%31qHELD
KESTRA PRIVATE WEALTH SERVICES, LLC$348.6K2,6390.00%4q-2.7%-$9.8K
ROYAL BANK OF CANADA$326.0K2,4700.00%31q+21.5%+$57.7K
ORSER CAPITAL MANAGEMENT, LLC$317.3K2,0000.16%25qHELD
AMERIPRISE FINANCIAL INC$299.2K2,2650.00%3q+6.6%+$18.5K
Western Wealth Management, LLC$241.8K1,8310.01%newNEW
Kestra Advisory Services, LLC$234.5K1,7750.00%newNEW
Corecam Pte. Ltd.$233.8K1,7700.09%newNEW
OSAIC HOLDINGS, INC.$215.8K1,6320.00%26q+9.2%+$18.2K
ENVESTNET ASSET MANAGEMENT INC$212.4K1,6080.00%newNEW
First Growth Capital LLC$200.1K1,5150.15%newNEW
FMR LLC$197.7K1,4970.00%31q+8.4%+$15.3K
Atlantic Union Bankshares Corp$119.6K9050.00%5qHELD
Glen Eagle Advisors, LLC$111.8K8460.01%27q+21.6%+$19.8K
LANARK FINANCIAL, INC.$106.9K8080.01%12qHELD
PNC Financial Services Group, Inc.$103.6K7850.00%31qHELD
BANK OF MONTREAL /CAN/$91.1K6900.00%31qHELD
Truvestments Capital LLC$60.1K4550.01%8qHELD
Strategic Wealth Advisors LLC$59.0K5600.05%3qHELD
Capital Investment Advisory Services, LLC$55.5K4200.00%15qHELD
Ameritas Advisory Services, LLC$52.3K3960.00%newNEW
NATIONAL BANK OF CANADA /FI/$47.5K3600.00%19q-24.2%-$15.2K
Qube Research & Technologies Ltd$41.6K3150.00%16q-44.1%-$32.9K
Arax Advisory Partners$36.6K2770.00%3qHELD
JONES FINANCIAL COMPANIES LLLP$30.5K2330.00%6q+5.0%+$1.4K
Barnes Dennig Private Wealth Management LLC$28.3K2140.02%newNEW
Federation des caisses Desjardins du Quebec$21.1K1600.00%38qHELD
Medallion Wealth Advisors, LLC$16.5K1250.01%4qHELD
Wiser Advisor Group LLC$14.8K1120.02%4qHELD
Plante Moran Financial Advisors, LLC$11.2K850.00%7qHELD
AdvisorNet Financial, Inc$10.0K760.00%newNEW
BLAIR WILLIAM & CO/IL$9.9K750.00%31qHELD
Realta Investment Advisors$7.9K600.00%4q+13.2%
Golden State Wealth Management, LLC$7.3K550.00%7qHELD
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6.9K520.00%3q-75.0%-$20.6K
NewEdge Advisors, LLC$6.6K500.00%12qHELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$6.1K460.00%4qHELD
IFP Advisors, Inc$5.3K400.00%6qHELD
Central Pacific Bank - Trust Division$4.2K320.00%10qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.0K300.00%newNEW
TOTH FINANCIAL ADVISORY CORP$1.1K80.00%newNEW
HUNTINGTON NATIONAL BANK$26420.00%25qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202612$11.2M83,9343330.0%
Q2 202669$91.0M689,337171890.0%
Q1 202663$50.3M501,329512130.0%
Q4 202562$52.3M488,247911130.0%
Q3 202553$31.8M312,53088140.0%
Q2 202552$44.9M449,86488110.0%
Q1 202549$45.2M459,2366790.0%
Q4 202448$29.2M322,773310140.0%
Q3 202455$35.2M362,164810140.0%
Q2 202452$39.0M432,298810150.0%
Q1 202450$32.9M346,23057160.0%
Q4 202347$36.8M412,77926140.0%
Q3 202348$43.0M510,105911140.0%
Q2 202341$46.7M494,128113130.0%
Q1 202350$41.2M471,679710160.0%
Q4 202251$46.4M545,247314150.0%
Q3 202252$136.3M1,551,7991513110.0%
Q2 202240$80.1M962,59566130.0%
Q1 202243$134.4M1,307,43345220.0%
Q4 202151$143.5M1,344,162311180.0%
Q3 202153$195.1M1,865,506610180.0%
Q2 202153$168.9M1,475,044131760.0%
Q1 202141$103.6M971,939410120.0%
Q4 202045$98.8M1,018,94713660.0%
Q3 202031$80.7M1,038,1143890.0%
Q2 202033$66.2M966,3507870.0%
Q1 202033$53.7M932,4425580.0%
Q4 201938$74.7M1,027,09158120.0%
Q3 201938$36.7M588,61037120.0%
Q2 201939$43.2M648,47976190.0%
Q1 201942$57.7M895,586310180.0%
Q4 201840$70.1M1,119,4264120.0%