XSD — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (XSD)? 16 institutions reported holding $24.81M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CoreCap Advisors, LLC ($16.0M), Dale Q Rice Investment Management Ltd ($4.6M), Kaizen Financial Strategies ($1.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $16.0M | 30,248 | Added |
| 2 | Dale Q Rice Investment Management Ltd | $4.6M | 8,758 | Trimmed |
| 3 | Kaizen Financial Strategies | $1.1M | 2,140 | Added |
| 4 | Farther Finance Advisors, LLC | $916,772 | 1,731 | Added |
| 5 | JUNCTURE WEALTH STRATEGIES, LLC | $480,895 | 908 | Added |
| 6 | Sound Income Strategies, LLC | $384,515 | 728 | Trimmed |
| 7 | Bank of New Hampshire | $308,768 | 583 | Hold |
| 8 | SPRING CAPITAL MANAGEMENT, LLC | $262,692 | 496 | Hold |
| 9 | Venture Visionary Partners LLC | $241,613 | 456 | Trimmed |
| 10 | Bullock Wealth Management Group | $181,701 | 339 | Hold |
| 11 | Acropolis Investment Management, LLC | $172,127 | 325 | Hold |
| 12 | CONGRESS ASSET MANAGEMENT CO | $25,433 | 25,433 | New |
| 13 | ARMSTRONG ADVISORY GROUP, INC | $21,715 | 41 | Hold |
| 14 | Go Invest LLC | $12,680 | 24 | Added |
| 15 | Central Pacific Bank - Trust Division | $3,178 | 6 | Hold |
| 16 | GAMMA Investing LLC | $1,589 | 3 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30