SPDR SERIES TRUST (DGT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
92
Reporting holders
$308.5M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $46.0M | 249,129 | 0.01% | 25q | HELD |
| MORGAN STANLEY | $33.8M | 182,736 | 0.00% | 35q | +3.3%+$1.1M |
| Baltimore-Washington Financial Advisors, Inc. | $16.2M | 87,866 | 0.61% | 13q | +3.9%+$610.6K |
| HUB Investment Partners, LLC | $15.7M | 84,798 | 0.28% | 2q | +6.8%+$991.4K |
| AMERIPRISE FINANCIAL INC | $15.6M | 84,414 | 0.00% | 5q | +1347.9%+$14.5M |
| Members Advisory Group LLC | $14.8M | 80,007 | 4.13% | 9q | -36.0%-$8.3M |
| Systelligence, LLC | $14.7M | 79,315 | 2.45% | 14q | -16.2%-$2.8M |
| Cetera Investment Advisers | $14.3M | 77,442 | 0.01% | 4q | +9.3%+$1.2M |
| FAGAN ASSOCIATES, INC. | $13.9M | 75,104 | 1.71% | 17q | -1.3%-$179.2K |
| INTACT INVESTMENT MANAGEMENT INC. | $13.5M | 73,266 | 0.38% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $8.8M | 47,949 | 0.00% | 9q | +19.7%+$1.4M |
| Bleakley Financial Group, LLC | $7.2M | 38,880 | 0.09% | 7q | +0.8%+$58.0K |
| Onyx Bridge Wealth Group LLC | $6.1M | 33,003 | 0.55% | 5q | -30.7%-$2.7M |
| Main Street Financial Solutions, LLC | $5.6M | 30,391 | 0.36% | 15q | -1.3%-$75.6K |
| OSAIC HOLDINGS, INC. | $5.5M | 29,706 | 0.01% | 26q | +11.3%+$557.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.0M | 27,244 | 0.00% | 6q | HELD |
| ARQ WEALTH ADVISORS, LLC | $4.7M | 25,173 | 0.58% | 12q | +48.1%+$1.5M |
| BANK OF AMERICA CORP /DE/ | $4.4M | 24,046 | 0.00% | 31q | +4.3%+$183.1K |
| Fortis Advisors, LLC | $4.4M | 23,867 | 2.06% | 2q | HELD |
| Meridian Wealth Management, LLC | $4.2M | 22,994 | 0.13% | 5q | +2.9%+$120.7K |
| Roundview Capital LLC | $3.5M | 19,166 | 0.19% | 31q | -0.5%-$18.5K |
| Gotham Asset Management, LLC | $3.2M | 17,172 | 0.01% | 8q | HELD |
| WELLS FARGO & COMPANY/MN | $2.9M | 15,463 | 0.00% | 31q | -66.3%-$5.6M |
| SILVER OAK SECURITIES, INCORPORATED | $2.8M | 15,199 | 0.17% | 13q | HELD |
| NWAM LLC | $2.8M | 15,123 | 0.14% | 8q | -1.9%-$53.6K |
| RAYMOND JAMES FINANCIAL INC | $2.7M | 14,759 | 0.00% | 7q | -1.6%-$43.8K |
| UBS Group AG | $2.7M | 14,616 | 0.00% | 7q | HELD |
| JANE STREET GROUP, LLC | $2.7M | 14,352 | 0.00% | 2q | -41.7%-$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $2.6M | 13,965 | 0.00% | 17q | +9.6%+$225.4K |
| Asset Management Group, Inc. | $2.4M | 12,898 | 0.35% | 17q | +0.6%+$15.2K |
| Equitable Holdings, Inc. | $2.2M | 11,898 | 0.01% | 6q | +1.2%+$25.5K |
| AdvisorNet Financial, Inc | $2.1M | 11,127 | 0.09% | 12q | HELD |
| MERIDIAN INVESTMENT COUNSEL INC. | $1.8M | 9,971 | 0.40% | 31q | -2.4%-$46.2K |
| Compound Planning, Inc. | $1.2M | 6,427 | 0.03% | 6q | -7.0%-$89.3K |
| NewEdge Advisors, LLC | $1.1M | 5,733 | 0.00% | 2q | +103.6%+$539.0K |
| ARCADIA INVESTMENT ADVISORS LLC | $899.4K | 4,867 | 0.38% | 31q | HELD |
| IHT Wealth Management, LLC | $856.4K | 4,635 | 0.02% | 6q | +9.2%+$72.2K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $804.3K | 4,352 | 0.04% | 11q | -2.1%-$17.6K |
| Arkadios Wealth Advisors | $798.5K | 4,322 | 0.01% | 6q | -1.1%-$8.9K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $795.7K | 4,306 | 0.11% | 3q | +11.9%+$84.8K |
| Stratos Wealth Partners, LTD. | $771.1K | 4,172 | 0.01% | 13q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $767.4K | 4,153 | 0.01% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $753.5K | 4,078 | 0.01% | 2q | +8.8%+$61.2K |
| Modern Wealth Management, LLC | $753.5K | 4,078 | 0.01% | 7q | +0.6%+$4.4K |
| CALTON & ASSOCIATES, INC. | $645.7K | 3,494 | 0.09% | new | NEW |
| Michels Family Financial, LLC | $622.2K | 3,367 | 0.40% | 7q | -0.5%-$3.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $594.8K | 3,219 | 0.00% | 14q | -6.9%-$43.8K |
| Rockefeller Capital Management L.P. | $546.4K | 2,957 | 0.00% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $522.6K | 2,828 | 0.00% | 5q | +99.0%+$260.0K |
| Vise Technologies, Inc. | $508.0K | 2,749 | 0.01% | 3q | -63.1%-$867.1K |
| McMill Wealth Management | $435.9K | 435,867 | 0.10% | 2q | +6079.0%+$428.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $429.2K | 2,312 | 0.00% | 12q | -13.1%-$64.4K |
| ROYAL BANK OF CANADA | $418.0K | 2,264 | 0.00% | 28q | -49.2%-$404.3K |
| MML INVESTORS SERVICES, LLC | $411.5K | 2,227 | 0.00% | 4q | +24.3%+$80.6K |
| Integrated Advisors Network LLC | $406.6K | 2,200 | 0.02% | 5q | -54.9%-$495.8K |
| Kestra Advisory Services, LLC | $391.2K | 2,117 | 0.00% | 4q | HELD |
| BlueChip Wealth Advisors LLC | $388.8K | 2,104 | 0.15% | 5q | -41.8%-$278.8K |
| Integrated Wealth Concepts LLC | $368.8K | 1,986 | 0.00% | 2q | +7.0%+$24.1K |
| Creekside Partners | $325.6K | 1,762 | 0.12% | 9q | HELD |
| Fifth Third Securities, Inc. | $323.0K | 1,748 | 0.02% | new | NEW |
| Pinnacle Financial Partners, Inc. | $296.9K | 1,606 | 0.00% | 3q | +0.9%+$2.6K |
| FIFTH THIRD BANCORP | $296.4K | 1,604 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $272.1K | 1,472 | 0.02% | 13q | HELD |
| Farther Finance Advisors, LLC | $230.4K | 1,247 | 0.00% | 2q | HELD |
| Convergence Financial, LLC | $221.8K | 1,200 | 0.02% | new | NEW |
| Mariner, LLC | $216.6K | 1,172 | 0.00% | new | NEW |
| Joseph P. Lucia & Associates, LLC | $216.6K | 1,172 | 0.07% | new | NEW |
| Sigma Planning Corp | $210.2K | 1,137 | 0.01% | 7q | -41.9%-$151.6K |
| GLENMEDE TRUST CO NA | $200.5K | 1,085 | 0.00% | 8q | HELD |
| North Star Investment Management Corp. | $184.8K | 1,000 | 0.01% | 28q | HELD |
| CoreCap Advisors, LLC | $181.5K | 982 | 0.01% | 6q | HELD |
| FMR LLC | $117.3K | 635 | 0.00% | 31q | +18.5%+$18.3K |
| HARBOUR INVESTMENTS, INC. | $116.4K | 630 | 0.00% | 17q | HELD |
| HUNTINGTON NATIONAL BANK | $88.1K | 477 | 0.00% | 8q | HELD |
| BANK OF MONTREAL /CAN/ | $79.5K | 430 | 0.00% | 12q | HELD |
| OBSIDIAN CIO, LLC | $77.3K | 1,271 | 0.06% | 3q | -26.5%-$27.9K |
| WEBSTER BANK, N. A. | $70.2K | 380 | 0.01% | 31q | HELD |
| AE Wealth Management LLC | $64.7K | 350 | 0.00% | 7q | HELD |
| Ameritas Advisory Services, LLC | $59.1K | 320 | 0.00% | new | NEW |
| Main Street Group, LTD | $34.0K | 184 | 0.01% | 2q | +162.9%+$21.1K |
| Larson Financial Group LLC | $27.1K | 146 | 0.00% | 6q | +0.7% |
| IFG Advisory, LLC | $24.0K | 130 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $22.6K | 122,186 | 0.03% | 14q | +98.3%+$11.2K |
| Federation des caisses Desjardins du Quebec | $19.0K | 103 | 0.00% | 38q | HELD |
| Arlington Trust Co LLC | $18.5K | 100 | 0.00% | 6q | HELD |
| Physician Wealth Advisors, Inc. | $15.5K | 84 | 0.00% | 7q | HELD |
| PNC Financial Services Group, Inc. | $14.0K | 76 | 0.00% | 31q | +58.3%+$5.2K |
| Archer Investment Corp | $11.1K | 60 | 0.00% | 4q | +100.0%+$5.5K |
| VANGUARD ADVISERS INC | $10.4K | 56 | 0.00% | 2q | HELD |
| FLOW TRADERS U.S. LLC | $6.7K | 36,518 | 0.28% | 3q | +406.1%+$5.4K |
| Capital Investment Advisory Services, LLC | $5.5K | 30 | 0.00% | 7q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.2K | 23 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $1.9K | 10 | 0.00% | 2q | HELD |
| Ashton Thomas Private Wealth, LLC | $1.7K | 9 | 0.00% | 2q | HELD |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $1.2K | 6,628 | 0.06% | 8q | +3.7% |
| Janney Montgomery Scott LLC | $1.2K | 6,480 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $1.1K | 6 | 0.00% | 2q | -70.0%-$2.6K |
| HANTZ FINANCIAL SERVICES, INC. | $4 | 23 | 0.00% | new | NEW |
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 | 92 | $308.5M | 1,670,683 | 8 | 28 | 24 | 0.0% |
| Q1 2026 | 93 | $284.7M | 1,686,446 | 18 | 30 | 17 | 0.0% |
| Q4 2025 | 82 | $255.3M | 1,531,934 | 8 | 35 | 14 | 0.0% |
| Q3 2025 | 81 | $228.7M | 1,414,548 | 10 | 23 | 21 | 0.0% |
| Q2 2025 | 75 | $194.0M | 1,287,937 | 11 | 22 | 14 | 0.0% |
| Q1 2025 | 66 | $151.7M | 1,085,241 | 12 | 19 | 12 | 0.0% |
| Q4 2024 | 56 | $114.6M | 868,139 | 11 | 19 | 8 | 0.0% |
| Q3 2024 | 51 | $104.1M | 755,123 | 10 | 13 | 13 | 0.0% |
| Q2 2024 | 46 | $91.6M | 714,539 | 4 | 17 | 9 | 0.0% |
| Q1 2024 | 47 | $92.5M | 720,263 | 7 | 15 | 10 | 0.0% |
| Q4 2023 | 47 | $81.7M | 686,136 | 3 | 15 | 13 | 0.0% |
| Q3 2023 | 43 | $74.5M | 683,310 | 5 | 14 | 8 | 0.0% |
| Q2 2023 | 39 | $73.1M | 646,551 | 8 | 13 | 6 | 0.0% |
| Q1 2023 | 33 | $41.6M | 386,905 | 4 | 12 | 5 | 0.0% |
| Q4 2022 | 32 | $39.2M | 388,261 | 6 | 4 | 10 | 0.0% |
| Q3 2022 | 35 | $33.1M | 380,714 | 1 | 12 | 5 | 0.0% |
| Q2 2022 | 37 | $36.1M | 375,550 | 10 | 4 | 8 | 0.0% |
| Q1 2022 | 32 | $37.0M | 329,111 | 6 | 7 | 3 | 0.0% |
| Q4 2021 | 26 | $28.3M | 249,360 | 0 | 4 | 6 | 0.0% |
| Q3 2021 | 29 | $28.0M | 257,010 | 0 | 7 | 5 | 0.0% |
| Q2 2021 | 31 | $29.3M | 265,217 | 4 | 8 | 2 | 0.0% |
| Q1 2021 | 29 | $24.0M | 227,348 | 3 | 8 | 1 | 0.0% |
| Q4 2020 | 27 | $19.6M | 204,327 | 2 | 2 | 7 | 0.0% |
| Q3 2020 | 29 | $23.1M | 281,957 | 2 | 6 | 6 | 0.0% |
| Q2 2020 | 30 | $19.9M | 254,357 | 4 | 3 | 9 | 0.0% |
| Q1 2020 | 28 | $20.4M | 301,337 | 0 | 7 | 5 | 0.0% |
| Q4 2019 | 33 | $24.5M | 273,408 | 1 | 4 | 8 | 0.0% |
| Q3 2019 | 33 | $23.8M | 285,456 | 3 | 6 | 9 | 0.0% |
| Q2 2019 | 30 | $23.1M | 271,739 | 2 | 7 | 9 | 0.0% |
| Q1 2019 | 32 | $29.2M | 448,270 | 3 | 6 | 9 | 0.0% |
| Q4 2018 | 30 | $20.6M | 273,582 | 3 | 0 | 2 | 0.0% |