XME — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (XME)? 22 institutions reported holding $10.63M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($3.0M), Juncture Wealth Strategies, LLC ($2.1M), Heartwood Wealth Advisors LLC ($1.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $3.0M | 29,293 | Added |
| 2 | JUNCTURE WEALTH STRATEGIES, LLC | $2.1M | 20,696 | Trimmed |
| 3 | Heartwood Wealth Advisors LLC | $1.8M | 17,064 | Added |
| 4 | BOS Asset Management, LLC | $1.1M | 10,273 | Trimmed |
| 5 | Monument Capital Management | $775,043 | 7,484 | Trimmed |
| 6 | Venture Visionary Partners LLC | $460,287 | 4,444 | Trimmed |
| 7 | MAGNOLIA CAPITAL MANAGEMENT LTD | $421,000 | 4,065 | Hold |
| 8 | Apella Capital, LLC | $261,401 | 2,493 | Added |
| 9 | CoreCap Advisors, LLC | $176,765 | 1,706 | Trimmed |
| 10 | GK Wealth Management LLC | $145,590 | 1,406 | New |
| 11 | ARMSTRONG ADVISORY GROUP, INC | $112,570 | 1,087 | Hold |
| 12 | CX Institutional | $80,000 | 775 | Added |
| 13 | Quintet Private Bank (Europe) S.A. | $77,670 | 750 | Hold |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $53,127 | 513 | Hold |
| 15 | Grove Bank & Trust | $31,068 | 300 | Trimmed |
| 16 | Roxbury Financial LLC | $14,916 | 144 | Hold |
| 17 | Bangor Savings Bank | $10,356 | 100 | Hold |
| 18 | Central Pacific Bank - Trust Division | $1,139 | 11 | Hold |
| 19 | First Heartland Consultants, Inc. | $0 | 0 | Exited |
| 20 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 21 | Cadent Capital Advisors, LLC | $0 | 0 | Exited |
| 22 | Whalen Wealth Management Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30