SPDR SERIES TRUST
CUSIP 78468R705
Spdr Series Trust has 38 institutional holders in Filings Flow’s 13F database, together reporting 347.6K shares worth $97M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Baltimore-Washington Financial Advisors, Inc., and Steward Partners Investment Advisory, LLC.
Institutional Holders
38
Q1 2026
Reported Value
$97M
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 |
|---|---|---|---|---|
| MTM FINANCIAL GROUP, LLC$213M AUM | 1.33% | $3M | 10.1K | Q2 2026 |
| Professional Financial Advisors, LLC$578M AUM | 1.17% | $7M | 21.6K | Q2 2026 |
| Ethos Capital Management, Inc.$117M AUM | 1.14% | $1M | 4.7K | Q1 2026OLDER |
| Lifetime Wealth Management P.C.$176M AUM | 1.10% | $2M | 6.9K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.93% | $22M | 77.3K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.22% | $1M | 4.3K | Q4 2025OLDER |
| Southland Equity Partners LLC$513M AUM | 0.11% | $577,764 | 2.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.09% | $2M | 8.2K | Q2 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.08% | $330,375 | 1.1K | Q2 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.05% | $1M | 4.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $7M | 26.2K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.04% | $284,705 | 975 | Q4 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.03% | $80,319 | 275 | Q4 2025OLDER |
| Berkshire Money Management, Inc.$976M AUM | 0.03% | $290,318 | 994 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $696,847 | 2.5K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $372,697 | 1.3K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $316,901 | 1.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $7M | 24.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $29M | 104.6K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $282,272 | 904 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $115,952 | 397 | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $74,813 | 267 | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $4,483 | 16 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $848,108 | 3.0K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $56,039 | 200 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $61,083 | 218 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 4.6K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $12,608 | 45 | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.00% | $8,178 | 28 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $275,345 | 983 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $649,778 | 2.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $4,483 | 16 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $7M | 22.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 4.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $3,505 | 12 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 7.0K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $214,180 | 733 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 5.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 5.9K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $5,257 | 18 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $149,344 | 533 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $35,340 | 121 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 5.0K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $80,163 | 286 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $247,862 | 885 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $33,904 | 121 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $360,122 | 1.2K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $7,565 | 27 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $33 | 118 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $38,459 | 142 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14,604 | 50 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $214 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.