Funds holding SPDR Series Trust
ISIN US78468R7219 · United States · LEI 5493004JVD6CQEEJSS37
- Fund holders
- 0
This issuer has other securities: SPDR SERIES TRUST (US78468R6062), SPDR SERIES TRUST (US78464A3591), SPDR SERIES TRUST (US78464A8707), State Street SPDR S&P Regional Banking ETF (US78464A6982), SPDR SERIES TRUST (US78468R2004), State Street Spdr Portfolio Intermediate Term Corporate Bond Etf (US78464A3757), SPDR SERIES TRUST (US78464A6313), SPDR SERIES TRUST (US78464A2841), SPDR SERIES TRUST (US78464A7899), SPDR SERIES TRUST (US78464A8624)
No tracked fund declares this company in its latest report.
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 110,894 | -50.2 % |
| 2024Q2 | 1 | 0 | 222,840 | -13.8 % |
| 2024Q1 | 1 | 258,550 |
Institutional managers
330 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Betterment LLC | 11,563,595 | 524.3K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 8,536,414 | 387M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,573,362 | 252.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,143,584 | 142.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 2,683,703 | 121.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 2,510,004 | 113.8M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 2,453,632 | 111.2M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 1,656,625 | 75.1M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,627,016 | 73.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,085,650 | 49.2M $ | as of Mar 31, 2026 |
| Arax Advisory Partners | 1,014,807 | 46M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 944,563 | 42.8M $ | as of Mar 31, 2026 |
| Cerity Partners LLC | 923,926 | 41.9M $ | as of Mar 31, 2026 |
| Financial Engines Advisors L.L.C. | 751,415 | 34.1M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 748,305 | 33.9M $ | as of Mar 31, 2026 |
| IHT Wealth Management, LLC | 741,800 | 56.1M $ | as of Mar 31, 2026 |
| ASSETMARK, INC | 703,278 | 31.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 632,641 | 28.6M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 570,108 | 25.8M $ | as of Mar 31, 2026 |
| Wealthcare Advisory Partners LLC | 489,073 | 22.2M $ | as of Mar 31, 2026 |
| Foster Group, Inc. | 476,439 | 21.6M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 472,267 | 21.4M $ | as of Mar 31, 2026 |
| Revolve Wealth Partners, LLC | 439,995 | 19.9M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 427,032 | 19.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 419,191 | 19M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding SPDR Series Trust". https://titelia.com/en/stocks/spdr-series-trust-US78468R7219