Funds holding SPDR Series Trust
ISIN US78468R8126 · 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 | 32,047 | +461.8 % |
| 2025Q4 | 1 | 0 | 5,704 | -44.6 % |
| 2025Q3 | 1 | 0 | 10,304 | +30.6 % |
| 2025Q2 | 1 | 0 | 7,889 | +4.0 % |
| 2025Q1 | 1 | 0 | 7,587 | 0.0 % |
| 2024Q4 | 1 | 7,587 |
Institutional managers
186 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Focus Partners Wealth | 2,056,355 | 353M $ | as of Mar 31, 2026 |
| SFMG, LLC | 541,590 | 93M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 352,798 | 60.6M $ | as of Mar 31, 2026 |
| Perennial Investment Advisors, LLC | 317,764 | 54.5M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 268,245 | 46M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 220,498 | 37.8M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 213,361 | 36.6M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 203,948 | 35M $ | as of Mar 31, 2026 |
| Sage Mountain Advisors LLC | 168,022 | 28.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 125,070 | 21.5M $ | as of Mar 31, 2026 |
| BIP Wealth, LLC | 106,132 | 18.2M $ | as of Mar 31, 2026 |
| Great Point Wealth Advisors, LLC | 84,481 | 14.5M $ | as of Mar 31, 2026 |
| Paul R. Ried Financial Group, LLC | 73,994 | 12.7M $ | as of Mar 31, 2026 |
| Continuum Advisory, LLC | 73,503 | 12.6M $ | as of Mar 31, 2026 |
| American Money Management, LLC | 69,812 | 12M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 67,324 | 11.6M $ | as of Mar 31, 2026 |
| Marotta Asset Management | 66,803 | 11.5M $ | as of Mar 31, 2026 |
| Eagle Strategies LLC | 58,040 | 10M $ | as of Mar 31, 2026 |
| Garrett Wealth Advisory Group, LLC | 56,836 | 9.8M $ | as of Mar 31, 2026 |
| Goodman Advisory Group, LLC | 55,742 | 9.6M $ | as of Mar 31, 2026 |
| Kingsview Wealth Management, LLC | 43,811 | 7.5M $ | as of Mar 31, 2026 |
| Hughes Financial Services, LLC | 43,559 | 7.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 43,272 | 7.4M $ | as of Mar 31, 2026 |
| ARQ WEALTH ADVISORS, LLC | 42,357 | 7.3M $ | as of Mar 31, 2026 |
| AlTi Global, Inc. | 39,717 | 6.8M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding SPDR Series Trust". https://titelia.com/en/stocks/spdr-series-trust-US78468R8126