SEC 13F Intelligence

SIMSSPDR SERIES TRUST

CUSIP 78468R697 · Yahoo Finance ↗ · Google Finance ↗

Spdr Series Trust (SIMS) 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
SIMS
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 7Q2 ’19Q3 ’19: 8Q4 ’19: 8Q1 ’20: 8Q2 ’20: 8Q2 ’20Q3 ’20: 8Q4 ’20: 13Q1 ’21: 26Q2 ’21: 32Q2 ’21Q3 ’21: 34Q4 ’21: 39Q1 ’22: 34Q2 ’22: 29Q2 ’22Q3 ’22: 32Q4 ’22: 27Q1 ’23: 24Q2 ’23: 23Q2 ’23Q3 ’23: 23Q4 ’23: 23Q1 ’24: 24Q2 ’24: 21Q2 ’24Q3 ’24: 14Q4 ’24: 12Q1 ’25: 11Q2 ’25: 13Q2 ’25Q3 ’25: 14Q4 ’25: 13Q1 ’26: 15filingsflow.com
Total reported value
Q2 ’19: $5MQ2 ’19Q3 ’19: $5MQ4 ’19: $5MQ1 ’20: $4MQ2 ’20: $1MQ2 ’20Q3 ’20: $1MQ4 ’20: $11MQ1 ’21: $20MQ2 ’21: $23MQ2 ’21Q3 ’21: $21MQ4 ’21: $26MQ1 ’22: $18MQ2 ’22: $14MQ2 ’22Q3 ’22: $13MQ4 ’22: $10MQ1 ’23: $11MQ2 ’23: $8MQ2 ’23Q3 ’23: $8MQ4 ’23: $7MQ1 ’24: $8MQ2 ’24: $4MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ1 ’26: $2Mfilingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
Freedom Investment Management, Inc.$337M AUM0.04%$479,73013.5KQ2 2025OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.01%$417,7739.9KQ1 2026
Comprehensive Money Management Services LLC$152M AUM0.27%$405,3209.6KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$369,3488.8KQ1 2026
SFI Advisors, LLC$95M AUM0.30%$284,0276.8KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$265,9997.5KQ2 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$219,4055.2KQ3 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$207,1624.9KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$112,7652.7KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$95,2062.2KQ3 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$25,242600Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$21,438506Q1 2026
SHP Wealth Management$1.3B AUM0.00%$14,810352Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$13,884330Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$13,167313Q1 2026
Pacific Center for Financial Services$394M AUM0.00%$9,509224Q4 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$9,148217Q1 2026
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$4,207100Q1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$4,08197Q1 2026
MORGAN STANLEY$1.67T AUM0.00%$3,70288Q1 2026
Triumph Capital Management$491M AUM0.00%$2,73565Q1 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.