CERYSPDR SERIES TRUST
CUSIP 78468R440 · Yahoo Finance ↗ · Google Finance ↗
Spdr Series Trust (CERY) has 123 institutional holders in Filings Flow’s 13F database, together reporting 17.55M shares worth $618M as of Q1 2026. The largest reported holders are State Street Corp, Lpl Financial LLC, and Envestnet Asset Management Inc.
Institutional Holders
123
Q1 2026
Reported Value
$618M
Ticker
CERY
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 5.02% | $12M | 343.4K | Q1 2026 |
| International Private Wealth Advisors LLC$163M AUM | 2.37% | $4M | 110.1K | Q1 2026 |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 2.03% | $5M | 152.6K | Q1 2026 |
| Aspire Private Capital, LLC$443M AUM | 1.61% | $7M | 202.7K | Q1 2026 |
| Raleigh Capital Management Inc.$290M AUM | 1.33% | $4M | 109.5K | Q1 2026 |
| Cambria Investment Management, L.P.$1.8B AUM | 0.90% | $16M | 458.6K | Q1 2026 |
| Capital Investment Management, Inc.$291M AUM | 0.82% | $2M | 67.5K | Q1 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 0.63% | $8M | 294.9K | Q4 2025OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.61% | $977,345 | 27.7K | Q1 2026 |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.59% | $2M | 60.7K | Q1 2026 |
| Private Advisory Group LLC$1.5B AUM | 0.41% | $6M | 178.4K | Q1 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.39% | $1M | 34.2K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.36% | $1M | 41.0K | Q1 2026 |
| Sharkey, Howes & Javer$829M AUM | 0.36% | $3M | 74.8K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.33% | $4M | 127.1K | Q1 2026 |
| WealthPoint Financial, LLC$119M AUM | 0.27% | $313,765 | 11.0K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.26% | $4M | 109.3K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.23% | $42M | 1.19M | Q1 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.22% | $696,037 | 19.8K | Q1 2026 |
| Aegis Wealth Management, Inc.$127M AUM | 0.20% | $251,787 | 7.1K | Q1 2026 |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.19% | $310,993 | 8.8K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.18% | $957,753 | 27.2K | Q1 2026 |
| Outlook Wealth Advisors, LLC$413M AUM | 0.16% | $680,520 | 19.3K | Q1 2026 |
| True Vision MN LLC$194M AUM | 0.15% | $283,541 | 8.0K | Q1 2026 |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.13% | $379,949 | 10.8K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.13% | $618,435 | 16.9K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.12% | $721,856 | 20.5K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.11% | $332,813 | 9.4K | Q1 2026 |
| Wealth Watch Advisors, INC$239M AUM | 0.11% | $261,446 | 7.4K | Q1 2026 |
| OARSMAN CAPITAL, INC.$806M AUM | 0.11% | $862,076 | 24.5K | Q1 2026 |
| Hibernia Wealth Partners, LLC$338M AUM | 0.09% | $313,617 | 8.9K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.09% | $2M | 45.1K | Q1 2026 |
| ZEGA Investments, LLC$890M AUM | 0.07% | $583,850 | 16.6K | Q1 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 0.06% | $190,331 | 5.4K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.06% | $30M | 855.8K | Q1 2026 |
| Kelly Financial Services LLC$467M AUM | 0.06% | $235,925 | 6.7K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.06% | $2M | 69.5K | Q1 2026 |
| AlTi Global, Inc.$4.6B AUM | 0.06% | $3M | 72.6K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.05% | $2M | 46.5K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.05% | $360,540 | 10.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.05% | $3M | 94.4K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.05% | $70,057 | 2.0K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.05% | $1M | 33.3K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.05% | $7M | 205.5K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 35.6K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.04% | $189,063 | 5.4K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $864,789 | 24.5K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.03% | $239,632 | 6.8K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.03% | $376,362 | 10.7K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $782,828 | 22.2K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.03% | $782,891 | 22.2K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.03% | $216,744 | 7.6K | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.03% | $12M | 347.4K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.02% | $469,881 | 17.8K | Q2 2025OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $416,431 | 11.8K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $2M | 46.3K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $387,147 | 11.0K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $492,120 | 17.2K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $14M | 385.5K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 29.2K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $212,394 | 7.8K | Q2 2025OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.02% | $246,566 | 7.0K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 42.9K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $57M | 1.62M | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $3M | 76.7K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $303,043 | 11.1K | Q2 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $15,259 | 433 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $49M | 1.38M | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $235,331 | 8.2K | Q3 2025OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $1M | 37.5K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.01% | $15,999 | 454 | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $269,088 | 7.6K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 30.4K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $565,369 | 16.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 43.8K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $753,839 | 21.4K | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.01% | $208,022 | 5.9K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $299,146 | 7.8K | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.01% | $31,187 | 885 | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $207,697 | 5.9K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $201M | 5.70M | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $186,593 | 5.3K | Q1 2026 |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.01% | $7,109 | 249 | Q4 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $388,873 | 11.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 56.6K | Q1 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.00% | $6,746 | 191 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 118.8K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $393,983 | 11.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 113.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $33M | 928.3K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $994,301 | 28.2K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $39,092 | 1.2K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $8,165 | 286 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 208.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $445,593 | 15.6K | Q3 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $10,194 | 289 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8M | 230.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $995,541 | 28.2K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $5,065 | 144 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $5,065 | 144 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $17,091 | 485 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $89,298 | 2.5K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $22,836 | 648 | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.00% | $1,367 | 39 | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.00% | $4,088 | 116 | Q1 2026 |
| Networth Advisors, LLC$141M AUM | 0.00% | $1,022 | 29 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $48,658 | 1.4K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 163.3K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 67.9K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $13,704 | 480 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $44,050 | 1.3K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $2,960 | 84 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $69,035 | 2.0K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $4,581 | 130 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $735,036 | 20.9K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $15,082 | 428 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $522 | 15 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $944,221 | 26.8K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,404 | 49 | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $6,273 | 178 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $49,477 | 1.4K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $7,480 | 262 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $13,180 | 374 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $9,279 | 325 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $46,000 | 1.6K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1,973 | 56 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $18,044 | 632 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $5,796 | 203 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2,196 | 62 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.