SPDR SERIES TRUST
CUSIP 78468R689
Spdr Series Trust has 21 institutional holders in Filings Flow’s 13F database, together reporting 30.3K shares worth $986,515 as of Q1 2026. The largest reported holders are U.S. Capital Wealth Advisors, LLC, Susquehanna International Group, LLP, and Citadel Advisors LLC.
Institutional Holders
21
Q1 2026
Reported Value
$986,515
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $516,207 | 15.5K | Q4 2025OLDER |
| NWAM LLC$1.7B AUM | 0.01% | $209,460 | 6.5K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $204,774 | 6.3K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.00% | $5,607 | 173 | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $9,088 | 280 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $2,175 | 67 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $8,865 | 273 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $106,620 | 3.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $11,245 | 341 | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 0.00% | $426 | 12 | Q3 2025OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $320 | 8 | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $237,220 | 7.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $3,328 | 100 | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $2,598 | 80 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $276,509 | 8.3K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $305,264 | 9.2K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,721 | 53 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $3,572 | 110 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $143 | 4 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $12,189 | 375 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $25,973 | 800 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $5,404 | 162 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $115,786 | 3.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $844 | 26 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $10,486 | 323 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $17,824 | 549 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $65 | 2 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $13,379 | 402 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4,000 | 132 | Q3 2025OLDER |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.