Funds holding SPDR SERIES TRUST
ISIN US78468R8043 · 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 | 45,471 | +248.6 % |
| 2024Q4 | 1 | 0 | 13,045 | +9.0 % |
| 2024Q3 | 1 | 0 | 11,970 | +139.4 % |
| 2024Q1 | 1 | -3 | 5,000 | -93.6 % |
| 2023Q4 | 4 | 78,224 |
Institutional managers
191 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| CWM, LLC | 1,783,969 | 317.7M $ | as of Mar 31, 2026 |
| Syntegra Private Wealth Group, LLC | 639,008 | 113.8M $ | as of Mar 31, 2026 |
| Gerber Kawasaki Wealth & Investment Management | 309,038 | 55.1M $ | as of Mar 31, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | 302,891 | 53.9M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 186,337 | 33.2M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 186,269 | 33.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 169,497 | 30.2M $ | as of Mar 31, 2026 |
| DORVAL Corp | 126,008 | 22.4M $ | as of Mar 31, 2026 |
| Horizon Investments, LLC | 121,394 | 21.6M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 114,690 | 20.4M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 107,389 | 19.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 94,519 | 16.8M $ | as of Mar 31, 2026 |
| IEQ CAPITAL, LLC | 84,677 | 15.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 72,086 | 12.7M $ | as of Mar 31, 2026 |
| INTEGRITY ALLIANCE, LLC. | 64,224 | 11.4M $ | as of Mar 31, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | 61,023 | 11.1M $ | as of Mar 31, 2026 |
| Ethos Financial Group, LLC | 60,029 | 10.6M $ | as of Mar 31, 2026 |
| Valmark Advisers, Inc. | 52,272 | 9.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 51,697 | 9.2M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 44,887 | 8M $ | as of Mar 31, 2026 |
| Tempo Wealth, LLC | 39,823 | 7.1M $ | as of Mar 31, 2026 |
| HF Advisory Group, LLC | 34,968 | 6.2M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 25,141 | 4.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 24,048 | 4.3M $ | as of Mar 31, 2026 |
| Sage Mountain Advisors LLC | 18,958 | 3.4M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding SPDR SERIES TRUST". https://titelia.com/en/stocks/spdr-series-trust-US78468R8043