XAR — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns XAR? 28 Institutions Hold $45.9M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (XAR)? 28 institutions reported holding $45.87M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($14.6M), Armstrong Advisory Group, Inc ($11.3M), CoreCap Advisors, LLC ($7.9M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$14.6M	63,282	New
2	ARMSTRONG ADVISORY GROUP, INC	$11.3M	48,916	Added
3	CoreCap Advisors, LLC	$7.9M	34,065	Added
4	CONGRESS ASSET MANAGEMENT CO	$7.6M	32,677	Added
5	Buska Wealth Management, LLC	$1.8M	7,576	Trimmed
6	Farther Finance Advisors, LLC	$607,334	2,626	Added
7	COLTON GROOME FINANCIAL ADVISORS, LLC	$428,506	1,853	Hold
8	FSA Investment Group, LLC	$327,450	1,416	Added
9	CYPRESS ASSET MANAGEMENT INC/TX	$322,825	1,396	Trimmed
10	HF Advisory Group, LLC	$236,702	1,023	Added
11	INSPIRION WEALTH ADVISORS, LLC	$227,897	985	New
12	Sound Income Strategies, LLC	$225,530	994	Added
13	Bullock Wealth Management Group	$101,904	440	Trimmed
14	TOTH FINANCIAL ADVISORY CORP	$60,125	260	Hold
15	Roxbury Financial LLC	$59,154	256	Hold
16	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$49,719	215	New
17	GK Wealth Management LLC	$47,713	206	New
18	Investors Research Corp	$18,500	80	Hold
19	CX Institutional	$7,000	32	Hold
20	Go Invest LLC	$6,270	27	Added
21	Bank of New Hampshire	$4,856	21	New
22	GAMMA Investing LLC	$4,163	18	New
23	Central Pacific Bank - Trust Division	$3,006	13	Hold
24	Aventus Investment Advisors, Inc.	$2,081	9	Hold
25	Silverleafe Capital Partners, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30