SPDR SER TR

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XPH·78464A722·US·ETF

XPH (SPDR SER TR) is held by 55 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($67.3M), WELLS FARGO & COMPANY/MN ($25.7M), MORGAN STANLEY ($20.8M). Net institutional sentiment: Mixed.

55

Holders

(6 Elite)

$199.8M

Total Value

56% (50)

Consensus

28 buying - 22 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)52

Insider (Form 4)41

Activist (13D/13G)72

Congressional (STOCK Act)35

Holder Quality

89

★★★★★

Elite

69

★★★★

Strong

17

★★★

Solid

55

★★

Below

54

★

Weak

Held by 55 funds

6 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for XPH.

Top Holders

Top Holders (55)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	1M(+25.1%)	$67.3M	0.0%	+22.87%	36
WELLS FARGO & COMPANY/MN	Decreased	387,368(-4.2%)	$25.7M	0.0%	+24.13%	0
MORGAN STANLEY	Increased	314,226(+9.3%)	$20.8M	0.0%	+29.79%	31
ENVESTNET ASSET MANAGEMENT INC	Decreased	221,822(-18.2%)	$14.7M	0.0%	+32.02%	0
Envestnet Portfolio Solutions, Inc.	Increased	180,521(+5.3%)	$12M	0.1%	+51.65%	29
LPL Financial LLC	Increased	168,419(+15.2%)	$11.2M	0.0%	+36.07%	32
CITIGROUP INC	Increased	104,114(+110.8%)	$6.9M	0.0%	+16.29%	44
TRUIST FINANCIAL CORP	Increased	70,678(+1.4%)	$4.7M	0.0%	+20.99%	27
Private Advisor Group, LLC	Increased	63,697(+14.2%)	$4.2M	0.0%	+16.44%	30
UBS Group AG	Increased	55,346(+13.2%)	$3.7M	0.0%	+35.51%	30
Cetera Investment Advisers	Decreased	49,004(-14.5%)	$3.2M	0.0%	+33.49%	0
TWO SIGMA INVESTMENTS, LP	Decreased	35,751(-29.5%)	$2.4M	0.0%	+18.67%	0
Clark Capital Management Group, Inc.	Decreased	32,929(-24.0%)	$2.2M	0.0%	+33.08%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	32,012(-34.5%)	$2.1M	0.0%	+31.86%	0
MAI Capital Management	Increased	31,119(+9.1%)	$2.1M	0.0%	+42.22%	28
Baird Financial Group, Inc.	Decreased	28,468(-2.0%)	$1.9M	0.0%	+22.83%	0
GOLDMAN SACHS GROUP INC	Decreased	26,231(-0.7%)	$1.7M	0.0%	+50.66%	0
ROYAL BANK OF CANADA	Decreased	21,917(-46.1%)	$1.5M	0.0%	+41.24%	0
MML INVESTORS SERVICES, LLC	Increased	19,972(+2.0%)	$1.3M	0.0%	+30.09%	26
Rockefeller Capital Management L.P.	Decreased	18,863(-1.6%)	$1.3M	0.0%	+47.66%	0

Showing 1-20 of 57

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XPHSPDR SER TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer