XHB — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (XHB)? 11 institutions reported holding $5.38M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Toth Financial Advisory Corp ($3.1M), Gerald Baker Financial Group LLC ($1.7M), Farther Finance Advisors, LLC ($240,459).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TOTH FINANCIAL ADVISORY CORP | $3.1M | 32,446 | Added |
| 2 | Gerald Baker Financial Group LLC | $1.7M | 18,126 | Added |
| 3 | Farther Finance Advisors, LLC | $240,459 | 2,504 | Added |
| 4 | CONGRESS ASSET MANAGEMENT CO | $103,832 | 103,832 | New |
| 5 | CoreCap Advisors, LLC | $83,642 | 871 | Trimmed |
| 6 | GAMMA Investing LLC | $49,744 | 518 | Hold |
| 7 | Bangor Savings Bank | $38,412 | 400 | Hold |
| 8 | CX Institutional | $10,000 | 105 | Added |
| 9 | EASTERN BANK | $0 | 0 | Exited |
| 10 | BOS Asset Management, LLC | $0 | 0 | Exited |
| 11 | SACKS & ASSOCIATES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30