XHESPDR SERIES TRUST
CUSIP 78464A581 · Yahoo Finance ↗ · Google Finance ↗
Spdr Series Trust (XHE) has 73 institutional holders in Filings Flow’s 13F database, together reporting 958.4K shares worth $76M as of Q1 2026. The largest reported holders are Morgan Stanley, Goldman Sachs Group Inc, and Jpmorgan Chase & Co.
Institutional Holders
73
Q1 2026
Reported Value
$76M
Ticker
XHE
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.49% | $1M | 13.0K | Q1 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 0.32% | $2M | 20.6K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.07% | $237,367 | 2.7K | Q4 2025OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.07% | $603,230 | 7.7K | Q1 2026 |
| Quantum Private Wealth, LLC$324M AUM | 0.06% | $220,575 | 2.5K | Q4 2025OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.06% | $625,920 | 8.0K | Q1 2026 |
| Vivaldi Capital Management LP$723M AUM | 0.05% | $334,790 | 4.3K | Q1 2026 |
| Sherman Asset Management, Inc.$109M AUM | 0.04% | $45,770 | 585 | Q1 2026 |
| Northeast Financial Consultants Inc$2.4B AUM | 0.03% | $774,581 | 9.5K | Q2 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $2M | 18.3K | Q4 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.03% | $308,738 | 3.5K | Q4 2025OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.02% | $221,742 | 2.8K | Q1 2026 |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.02% | $2M | 20.7K | Q1 2026 |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.02% | $101,086 | 1.3K | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.02% | $65,375 | 805 | Q2 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $370,074 | 4.6K | Q2 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $446,547 | 5.7K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $598,145 | 7.6K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.01% | $11,754 | 150 | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $92,352 | 1.2K | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.01% | $15,751 | 200 | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $79,130 | 1.0K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $5,000 | 55 | Q4 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $261,076 | 3.0K | Q4 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $21,895 | 278 | Q4 2025OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $15,648 | 200 | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.00% | $4,225 | 54 | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $379,855 | 4.9K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $42,135 | 535 | Q3 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $33,912 | 433 | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 19.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $498,217 | 6.4K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $31,596 | 402 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 18.0K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $20M | 227.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $10M | 131.0K | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $2,979 | 38 | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $282,893 | 3.6K | Q3 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $497,919 | 6.4K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $750,166 | 9.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $705,770 | 9.0K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 25.0K | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $23,590 | 307 | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $8,911 | 101 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 37.4K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $5,985 | 76 | Q3 2025OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.00% | $1,500 | 17 | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $4,616 | 59 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $418,336 | 5.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 32.0K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $50,074 | 640 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $20,635 | 264 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $5,242 | 67 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $345,413 | 4.4K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $7M | 87.4K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8M | 102.0K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $5,868 | 75 | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $359,904 | 4.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 36.1K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $206,258 | 2.5K | Q2 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $6,259 | 80 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 27.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $338,897 | 4.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $990,489 | 12.7K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $8,763 | 112 | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $2,034 | 26 | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $325 | 4 | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 19.3K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $3,525 | 45 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $38,554 | 493 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $518,614 | 6.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $635,785 | 7.2K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $15,648 | 200 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,744 | 35 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $9,039 | 115 | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $6,184 | 70 | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $3,130 | 40 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $168,060 | 2.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $460,286 | 5.9K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $8,919 | 114 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $64,410 | 823 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $80,372 | 1.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $10,601 | 120 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $8,558 | 97 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $136,920 | 1.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $6,572 | 84 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $78,318 | 1.0K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $7,876 | 100 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $33,351 | 378 | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $16,274 | 208 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,024 | 13 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $9,076 | 116 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $4,538 | 58 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $16,586 | 212 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $1,147 | 13 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $20,908 | 267 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.