SPDR SERIES TRUST (CERY)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
123
Reporting holders
$585.3M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| STATE STREET CORP | $208.1M | 6,225,233 | 0.01% | 6q | +9.2%+$17.4M |
| LPL Financial LLC | $57.8M | 1,727,861 | 0.01% | 6q | +6.9%+$3.7M |
| ENVESTNET ASSET MANAGEMENT INC | $50.5M | 1,511,351 | 0.01% | 7q | +9.2%+$4.2M |
| Envestnet Portfolio Solutions, Inc. | $44.9M | 1,342,660 | 0.22% | 7q | +12.9%+$5.1M |
| ASSETMARK, INC | $28.4M | 849,036 | 0.05% | 7q | -0.8%-$226.3K |
| Cambria Investment Management, L.P. | $15.7M | 470,072 | 0.78% | 6q | +2.5%+$384.3K |
| Private Advisory Group LLC | $14.6M | 437,134 | 0.79% | 7q | +145.0%+$8.6M |
| CONTINUUM WEALTH ADVISORS, LLC | $13.6M | 407,023 | 4.59% | 3q | +18.5%+$2.1M |
| Cerity Partners LLC | $13.4M | 401,953 | 0.02% | 2q | +4.3%+$550.9K |
| RAYMOND JAMES FINANCIAL INC | $11.2M | 336,165 | 0.00% | 5q | +61.0%+$4.3M |
| WELLS FARGO & COMPANY/MN | $8.0M | 239,481 | 0.00% | 6q | -48.0%-$7.4M |
| Empowered Funds, LLC | $7.0M | 209,537 | 0.04% | 5q | +2.0%+$134.3K |
| Aspire Private Capital, LLC | $7.0M | 209,445 | 1.45% | 7q | +3.3%+$224.8K |
| AlTi Global, Inc. | $6.8M | 204,400 | 0.14% | 2q | +181.5%+$4.4M |
| LANDMARK WEALTH MANAGEMENT, INC. | $5.5M | 165,718 | 1.83% | 7q | +8.6%+$439.8K |
| New York Life Investment Management LLC | $5.4M | 160,775 | 0.04% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $4.8M | 143,579 | 0.00% | 5q | -12.1%-$659.8K |
| Signal Advisors Wealth, LLC | $4.4M | 130,572 | 0.22% | 7q | +19.5%+$710.8K |
| Cetera Investment Advisers | $4.1M | 122,481 | 0.00% | 7q | +3.1%+$122.5K |
| HighTower Advisors, LLC | $3.9M | 117,305 | 0.00% | 7q | +3.0%+$113.0K |
| Raleigh Capital Management Inc. | $3.9M | 116,452 | 1.24% | 7q | +6.3%+$231.5K |
| International Private Wealth Advisors LLC | $3.7M | 109,387 | 1.88% | 7q | -0.6%-$22.9K |
| HARBOUR INVESTMENTS, INC. | $3.6M | 106,238 | 0.05% | 7q | +12.5%+$395.4K |
| PRINCIPAL SECURITIES, INC. | $3.4M | 100,384 | 0.04% | 7q | +116.9%+$1.8M |
| AE Wealth Management LLC | $2.9M | 85,845 | 0.01% | 7q | +11.9%+$306.0K |
| MML INVESTORS SERVICES, LLC | $2.8M | 82,805 | 0.01% | 5q | +46.4%+$876.8K |
| Capital Investment Management, Inc. | $2.3M | 67,523 | 0.69% | 3q | HELD |
| Valtinson Bruner Financial Planning LLC | $2.2M | 65,477 | 0.55% | 6q | +7.8%+$158.2K |
| Tidal Investments LLC | $1.9M | 56,365 | 0.00% | 3q | -83.8%-$9.7M |
| Midwest Financial Network, LLC | $1.8M | 54,583 | 1.25% | new | FIRST |
| Concurrent Investment Advisors, LLC | $1.6M | 47,612 | 0.01% | 3q | +10.9%+$156.3K |
| Belpointe Asset Management LLC | $1.6M | 47,311 | 0.05% | 4q | +32.9%+$391.2K |
| SMART Wealth LLC | $1.6M | 47,069 | 0.34% | new | NEW |
| Simplicity Wealth,LLC | $1.6M | 46,512 | 0.05% | 5q | +3.1%+$46.5K |
| Legacy Wealth Partners, LLC | $1.5M | 45,575 | 0.34% | 3q | +11.1%+$151.8K |
| CreativeOne Wealth, LLC | $1.4M | 42,149 | 0.03% | 7q | -39.3%-$913.9K |
| Sanctuary Advisors, LLC | $1.4M | 40,402 | 0.01% | 7q | -7.8%-$114.6K |
| NOVUS ADVISORS, LLC | $1.3M | 40,380 | 2.81% | 7q | +2.4%+$31.2K |
| HighPoint Advisor Group LLC | $1.3M | 39,454 | 0.05% | 2q | +18.5%+$205.9K |
| JOHNSON INVESTMENT COUNSEL INC | $1.3M | 37,454 | 0.01% | 2q | HELD |
| Global Financial Private Client, LLC | $1.2M | 35,959 | 0.33% | 7q | +5.1%+$58.5K |
| Sharkey, Howes & Javer | $1.2M | 35,411 | 0.14% | 6q | -52.7%-$1.3M |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.2M | 34,517 | 0.02% | 7q | -25.7%-$399.2K |
| Orion Porfolio Solutions, LLC | $1.1M | 32,681 | 0.01% | 6q | +7.4%+$74.8K |
| RFG Advisory, LLC | $969.5K | 29,000 | 0.02% | 6q | -0.8%-$8.3K |
| Arete Wealth Advisors, LLC | $906.0K | 27,100 | 0.02% | 4q | +153.7%+$548.9K |
| Balefire, LLC | $898.0K | 26,862 | 0.15% | 5q | -1.2%-$10.6K |
| RICHARDSON FINANCIAL SERVICES INC. | $896.5K | 26,816 | 0.51% | 7q | -3.3%-$30.7K |
| Western Wealth Management, LLC | $816.0K | 24,409 | 0.03% | 2q | -0.5%-$4.4K |
| OSAIC HOLDINGS, INC. | $783.0K | 23,421 | 0.00% | 7q | -17.1%-$161.4K |
| GeoWealth Management, LLC | $782.1K | 23,395 | 0.02% | 7q | +5.3%+$39.5K |
| Independent Advisor Alliance | $737.3K | 22,054 | 0.02% | 6q | +3.1%+$22.1K |
| Ascent Group, LLC | $730.9K | 21,863 | 0.02% | 7q | -1.6%-$11.8K |
| Founders Financial Alliance, LLC | $718.9K | 21,505 | 0.10% | new | NEW |
| WealthPoint Financial, LLC | $663.2K | 19,838 | 0.48% | 3q | +80.5%+$295.8K |
| Outlook Wealth Advisors, LLC | $661.9K | 19,827 | 0.14% | 7q | +2.7%+$17.2K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $642.5K | 19,220 | 0.18% | 6q | -2.7%-$17.8K |
| Kestra Advisory Services, LLC | $636.1K | 19,027 | 0.00% | 4q | -32.6%-$307.2K |
| Astoria Portfolio Advisors LLC. | $601.1K | 17,980 | 0.10% | 2q | +6.3%+$35.7K |
| World Investment Advisors | $582.2K | 17,281 | 0.01% | 3q | +7.7%+$41.7K |
| OARSMAN CAPITAL, INC. | $577.2K | 17,265 | 0.06% | 7q | -29.4%-$240.6K |
| Ethic Inc. | $555.8K | 16,626 | 0.01% | 2q | +50.7%+$186.9K |
| ZEGA Investments, LLC | $536.7K | 16,054 | 0.06% | 4q | -3.1%-$17.2K |
| FSA Advisors, Inc. | $445.0K | 13,312 | 0.10% | new | NEW |
| Hibernia Wealth Partners, LLC | $434.8K | 13,005 | 0.24% | 2q | +46.1%+$137.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $426.4K | 12,755 | 0.02% | 6q | +16.1%+$59.1K |
| Balboa Wealth Partners | $425.4K | 12,724 | 0.06% | 7q | -37.9%-$259.4K |
| Aegis Wealth Management, Inc. | $404.1K | 12,089 | 0.26% | 2q | +69.2%+$165.3K |
| Atria Investments, Inc | $399.7K | 11,957 | 0.00% | 4q | +6.9%+$26.0K |
| NWAM LLC | $396.5K | 11,862 | 0.02% | 2q | HELD |
| BlueChip Wealth Advisors LLC | $388.5K | 11,622 | 0.15% | new | NEW |
| Wealth Watch Advisors, INC | $338.2K | 10,118 | 0.11% | 3q | +36.4%+$90.2K |
| Maridea Wealth Management LLC | $313.2K | 9,369 | 0.03% | 4q | -8.4%-$28.8K |
| Farther Finance Advisors, LLC | $306.5K | 9,169 | 0.00% | 6q | +556.3%+$259.8K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $295.1K | 8,828 | 0.07% | 2q | -6.5%-$20.6K |
| Sanchez Gaunt Capital Management, LLC | $286.7K | 8,575 | 0.16% | 2q | -2.8%-$8.4K |
| Spinnaker Investment Group, LLC | $263.2K | 7,872 | 0.04% | new | NEW |
| VestGen Advisors, LLC | $250.6K | 7,497 | 0.01% | 2q | -3.5%-$9.1K |
| MGO ONE SEVEN LLC | $244.8K | 7,322 | 0.00% | new | NEW |
| Hobbs Group Advisors, LLC | $239.7K | 7,170 | 0.06% | new | NEW |
| Kelly Financial Services LLC | $231.4K | 6,921 | 0.05% | 2q | +3.4%+$7.6K |
| Ruggiero Investments, Inc. | $231.2K | 6,917 | 0.19% | new | NEW |
| MORGAN STANLEY | $229.7K | 6,870 | 0.00% | 6q | +3423.1%+$223.1K |
| Sowell Financial Services LLC | $226.7K | 6,783 | 0.01% | 2q | +15.1%+$29.7K |
| Walkner Condon Financial Advisors LLC | $224.3K | 6,709 | 0.03% | 2q | -1.3%-$3.0K |
| October Effect Ltd | $222.9K | 6,667 | 0.21% | new | NEW |
| PCB Capital LLC | $216.4K | 6,474 | 0.26% | new | NEW |
| Integrated Wealth Concepts LLC | $201.9K | 6,040 | 0.00% | new | NEW |
| Strategic Investment Advisors / MI | $191.8K | 5,738 | 0.01% | 2q | -18.0%-$42.1K |
| Richard W. Paul & Associates, LLC | $189.4K | 5,665 | 0.06% | 7q | +4.9%+$8.8K |
| Triumph Capital Management | $178.6K | 5,342 | 0.03% | 3q | HELD |
| Smartleaf Asset Management LLC | $174.8K | 5,268 | 0.01% | 7q | HELD |
| IFP Advisors, Inc | $118.8K | 3,553 | 0.00% | new | NEW |
| UBS Group AG | $71.6K | 2,143 | 0.00% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $64.2K | 1,921 | 0.04% | 5q | -3.4%-$2.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $49.8K | 1,489 | 0.00% | 4q | +6.1%+$2.8K |
| ROYAL BANK OF CANADA | $48.0K | 1,460 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $38.8K | 1,160 | 0.00% | 5q | -6.7%-$2.8K |
| Steward Partners Investment Advisory, LLC | $33.4K | 1,000 | 0.00% | 2q | -20.0%-$8.4K |
| Cohalo Advisory LLC | $28.8K | 861 | 1.74% | 7q | -0.9% |
Showing the largest 100 of 129 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 123 | $585.3M | 17,509,317 | 22 | 55 | 34 | 0.0% |
| Q1 2026 | 116 | $607.9M | 17,238,035 | 30 | 65 | 10 | 0.1% |
| Q4 2025 | 93 | $358.2M | 12,545,426 | 12 | 28 | 43 | 0.0% |
| Q3 2025 | 85 | $441.1M | 15,405,470 | 17 | 51 | 8 | 0.0% |
| Q2 2025 | 72 | $303.9M | 11,156,944 | 10 | 20 | 35 | 0.0% |
| Q1 2025 | 67 | $342.6M | 12,364,775 | 27 | 27 | 9 | 0.0% |
| Q4 2024 | 47 | $45.2M | 1,745,528 | 43 | 0 | 0 | 0.0% |