XSW — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (XSW)? 7 institutions reported holding $1.38M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Kaizen Financial Strategies ($561,248), Dale Q Rice Investment Management Ltd ($526,995), Nautilus Advisors LLC ($235,393).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kaizen Financial Strategies | $561,248 | 2,885 | Added |
| 2 | Dale Q Rice Investment Management Ltd | $526,995 | 2,709 | Trimmed |
| 3 | Nautilus Advisors LLC | $235,393 | 1,210 | Added |
| 4 | Bullock Wealth Management Group | $21,355 | 107 | Hold |
| 5 | CONGRESS ASSET MANAGEMENT CO | $20,100 | 20,100 | New |
| 6 | Farther Finance Advisors, LLC | $14,980 | 77 | Added |
| 7 | Central Pacific Bank - Trust Division | $2,140 | 11 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30