SEC 13F Intelligence

FITESPDR SERIES TRUST

CUSIP 78468R671 · Yahoo Finance ↗ · Google Finance ↗

Spdr Series Trust (FITE) has 50 institutional holders in Filings Flow’s 13F database, together reporting 565.5K shares worth $48M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Frederick Financial Consultants, LLC, and Hutchens & Kramer Investment Management Group, LLC.

Institutional Holders
50
Q1 2026
Reported Value
$48M
Ticker
FITE
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 10Q1 ’19Q2 ’19: 11Q3 ’19: 9Q4 ’19: 13Q1 ’20: 14Q1 ’20Q2 ’20: 15Q3 ’20: 12Q4 ’20: 13Q1 ’21: 16Q1 ’21Q2 ’21: 16Q3 ’21: 19Q4 ’21: 18Q1 ’22: 21Q1 ’22Q2 ’22: 18Q3 ’22: 19Q4 ’22: 16Q1 ’23: 16Q1 ’23Q2 ’23: 19Q3 ’23: 19Q4 ’23: 16Q1 ’24: 17Q1 ’24Q2 ’24: 18Q3 ’24: 18Q4 ’24: 29Q1 ’25: 36Q1 ’25Q2 ’25: 35Q3 ’25: 38Q4 ’25: 43Q1 ’26: 50Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $6MQ1 ’19Q2 ’19: $7MQ3 ’19: $5MQ4 ’19: $8MQ1 ’20: $5MQ1 ’20Q2 ’20: $5MQ3 ’20: $2MQ4 ’20: $1MQ1 ’21: $2MQ1 ’21Q2 ’21: $3MQ3 ’21: $5MQ4 ’21: $3MQ1 ’22: $4MQ1 ’22Q2 ’22: $3MQ3 ’22: $8MQ4 ’22: $7MQ1 ’23: $8MQ1 ’23Q2 ’23: $10MQ3 ’23: $7MQ4 ’23: $10MQ1 ’24: $11MQ1 ’24Q2 ’24: $12MQ3 ’24: $6MQ4 ’24: $54MQ1 ’25: $53MQ1 ’25Q2 ’25: $38MQ3 ’25: $45MQ4 ’25: $42MQ1 ’26: $48MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
LPL Financial LLC$376.6B AUM0.00%$15M173.6KQ1 2026
Frederick Financial Consultants, LLC$201M AUM6.39%$13M150.1KQ1 2026
Hutchens & Kramer Investment Management Group, LLC$373M AUM1.08%$3M40.0KQ1 2026
Hughes Financial Services, LLC$651M AUM0.47%$3M35.9KQ1 2026
UBS Group AG$666.3B AUM0.00%$2M21.3KQ1 2026
CoreCap Advisors, LLC$3.4B AUM0.05%$2M17.7KQ1 2026
Baird Financial Group, Inc.$64.0B AUM0.00%$1M13.2KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$902,78010.6KQ1 2026
WealthBridge Capital Management, LLC$434M AUM0.20%$880,78410.3KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$868,79310.2KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$861,83310.1KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$720,2028.4KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$702,3628.2KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$616,9157.2KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$608,9537.1KQ1 2026
Fort Point Capital Partners LLC$825M AUM0.04%$589,4667.8KQ2 2025OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$502,0005.9KQ1 2026
Freedom Investment Management, Inc.$337M AUM0.04%$485,0446.4KQ2 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$398,1124.7KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$397,1584.6KQ1 2026
Virtu Financial LLC$2.4B AUM0.02%$383,0004.5KQ3 2025OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$353,8754.1KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$351,7374.1KQ1 2026
HighPoint Advisor Group LLC$2.4B AUM0.01%$321,0283.8KQ1 2026
USAdvisors Wealth Management, LLC$301M AUM0.10%$306,0003.7KQ1 2026
WealthCare Investment Partners, LLC$360M AUM0.08%$275,5793.1KQ1 2026
Advyzon Investment Management, LLC$1.1B AUM0.02%$257,3023.0KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$244,1282.9KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$206,0002.7KQ2 2025OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$201,0192.4KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$198,9842.3KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$117,6571.4KQ1 2026
Phillip James Consulting Co.$132M AUM0.08%$109,0001.2KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$79,493932Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$76,472894Q1 2026
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$73,136855Q1 2026
US BANCORP \DE\$82.4B AUM0.00%$36,098422Q1 2026
Prestige Wealth Management Group LLC$509M AUM0.01%$35,927420Q1 2026
Wealth Preservation Advisors, LLC$120M AUM0.03%$33,104387Q1 2026
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$31,650370Q1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$25,662300Q1 2026
FMR LLC$1.90T AUM0.00%$21,392250Q3 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$21,122247Q4 2025OLDER
Nova Wealth Management, Inc.$154M AUM0.01%$17,536205Q1 2026
Heartwood Wealth Advisors LLC$1.1B AUM0.00%$17,113200Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$16,000212Q2 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$15,617182Q1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$15,279179Q3 2025OLDER
Tidemark, LLC$393M AUM0.00%$13,715160Q1 2026
AE Wealth Management LLC$18.5B AUM0.00%$10,666125Q4 2025OLDER
High Point Wealth Management, LLC$104M AUM0.01%$10,458122Q1 2026
Allworth Financial LP$24.7B AUM0.00%$8,554100Q1 2026
Triumph Capital Management$491M AUM0.00%$8,29797Q1 2026
N.E.W. Advisory Services LLC$1.3B AUM0.00%$5,56065Q1 2026
FSA Wealth Management LLC$273M AUM0.00%$4,27850Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$4,27750Q1 2026
Aptus Capital Advisors, LLC$12.7B AUM0.00%$4,19149Q1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$2,70933Q1 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,71120Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1,19814Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$1,02612Q1 2026
Graney & King, LLC$186M AUM0.00%$5136Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$581Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.