SPDR SERIES TRUST
CUSIP 78468R697
Spdr Series Trust has 15 institutional holders in Filings Flow’s 13F database, together reporting 42.7K shares worth $2M as of Q1 2026. The largest reported holders are Freedom Investment Management, Inc., Cary Street Partners Financial LLC, and Comprehensive Money Management Services LLC.
Institutional Holders
15
Q1 2026
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Comprehensive Money Management Services LLC$152M AUM | 0.27% | $405,320 | 9.6K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.04% | $479,730 | 13.5K | Q2 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $417,773 | 9.9K | Q1 2026 |
| Pacific Center for Financial Services$394M AUM | 0.00% | $9,509 | 224 | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $14,810 | 352 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $9,148 | 217 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $25,242 | 600 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $2,735 | 65 | Q1 2026 |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $4,207 | 100 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $4,081 | 97 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $207,162 | 4.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $21,438 | 506 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $13,884 | 330 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $265,999 | 7.5K | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $369,348 | 8.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $219,405 | 5.2K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $13,167 | 313 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $95,206 | 2.2K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $112,765 | 2.7K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3,770 | 89 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.