XHSSPDR SERIES TRUST
CUSIP 78464A573 · Yahoo Finance ↗ · Google Finance ↗
Spdr Series Trust (XHS) has 63 institutional holders in Filings Flow’s 13F database, together reporting 501.3K shares worth $50M as of Q1 2026. The largest reported holders are Goldman Sachs Group Inc, Morgan Stanley, and Lpl Financial LLC.
Institutional Holders
63
Q1 2026
Reported Value
$50M
Ticker
XHS
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $22M | 216.8K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $3M | 32.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 29.9K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 29.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 22.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 12.7K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 12.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 12.1K | Q1 2026 |
| Goodman Advisory Group, LLC$385M AUM | 0.28% | $1M | 10.5K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 11.0K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $1M | 10.7K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 10.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $964,152 | 9.6K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $934,914 | 9.3K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.03% | $914,523 | 9.1K | Q1 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.42% | $905,375 | 9.0K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $789,695 | 7.4K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $774,005 | 7.7K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.38% | $756,580 | 7.6K | Q2 2025OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.04% | $671,372 | 6.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $653,348 | 6.5K | Q1 2026 |
| Alamea Verwaltungs GmbH$135M AUM | 0.45% | $600,780 | 6.0K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $358,000 | 3.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $318,614 | 3.2K | Q1 2026 |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 0.19% | $293,220 | 2.0K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $271,629 | 2.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $269,660 | 2.7K | Q1 2026 |
| Kaizen Financial Strategies$236M AUM | 0.10% | $239,175 | 2.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $228,096 | 2.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $226,116 | 2.1K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $212,595 | 2.1K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $209,194 | 2.0K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $203,000 | 2.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $196,577 | 2.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $149,589 | 1.5K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $138,254 | 1.4K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $90,618 | 905 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $80,992 | 808 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $78,553 | 785 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $77,731 | 727 | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $69,690 | 696 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $69,090 | 690 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $56,473 | 564 | Q1 2026 |
| Strategic Wealth Advisors LLC$125M AUM | 0.04% | $56,000 | 560 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $47,581 | 475 | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.01% | $45,559 | 455 | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $42,080 | 420 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $40,226 | 396 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $39,000 | 393 | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $38,951 | 389 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $27,737 | 277 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $21,884 | 222 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $20,827 | 208 | Q1 2026 |
| Missouri Trust & Investment Co$341M AUM | 0.01% | $20,026 | 200 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $16,824 | 169 | Q2 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $16,021 | 160 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $15,282 | 152 | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $14,019 | 140 | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $12,517 | 125 | Q1 2026 |
| Wiser Advisor Group LLC$83M AUM | 0.01% | $11,215 | 112 | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $8,511 | 85 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $7,510 | 75 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $6,609 | 66 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $5,507 | 55 | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.00% | $5,307 | 53 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $5,179 | 51 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $5,007 | 50 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $4,606 | 46 | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.00% | $4,606 | 46 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $4,005 | 40 | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $3,204 | 32 | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $2,904 | 29 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $200 | 2 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.