SPDR SERIES TRUST (EMHC)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
98
Reporting holders
$175.2M
Reported value
0.0%
Held as options
+5
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 | $41.1M | 1,615,514 | 0.01% | 12q | +10.8%+$4.0M |
| ENVESTNET ASSET MANAGEMENT INC | $22.3M | 875,434 | 0.01% | 11q | +14.7%+$2.9M |
| Envestnet Portfolio Solutions, Inc. | $20.0M | 785,292 | 0.10% | 10q | +16.8%+$2.9M |
| ASSETMARK, INC | $14.2M | 558,691 | 0.02% | 10q | +3.1%+$423.1K |
| Cerity Partners LLC | $10.2M | 399,034 | 0.01% | 2q | +10.3%+$947.0K |
| Aspire Private Capital, LLC | $6.0M | 236,635 | 1.24% | 11q | +4.0%+$228.8K |
| JANE STREET GROUP, LLC | $3.4M | 135,611 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $3.3M | 129,504 | 0.01% | 12q | +38.4%+$914.2K |
| Breakwater Investment Management | $3.1M | 121,718 | 1.05% | 3q | +69.6%+$1.3M |
| Raleigh Capital Management Inc. | $2.6M | 103,338 | 0.84% | 11q | +6.9%+$170.8K |
| Capital Investment Management, Inc. | $2.6M | 100,689 | 0.78% | 3q | +4.1%+$100.0K |
| LANDMARK WEALTH MANAGEMENT, INC. | $2.6M | 100,315 | 0.84% | 9q | +6.3%+$151.2K |
| Cetera Investment Advisers | $2.4M | 94,644 | 0.00% | 10q | +4.1%+$94.1K |
| Valtinson Bruner Financial Planning LLC | $2.3M | 91,684 | 0.58% | 4q | +16.0%+$322.5K |
| HighTower Advisors, LLC | $2.2M | 85,940 | 0.00% | 10q | +10.2%+$202.3K |
| KWB Wealth | $1.9M | 76,244 | 0.17% | 5q | +170.9%+$1.2M |
| Hibernia Wealth Partners, LLC | $1.7M | 66,761 | 0.92% | 10q | -43.4%-$1.3M |
| Signal Advisors Wealth, LLC | $1.6M | 62,177 | 0.08% | 7q | +12.8%+$179.7K |
| PRINCIPAL SECURITIES, INC. | $1.6M | 61,850 | 0.02% | 9q | +150.3%+$944.7K |
| Simplicity Wealth,LLC | $1.5M | 58,049 | 0.05% | 6q | +0.7%+$9.9K |
| HARBOUR INVESTMENTS, INC. | $1.4M | 53,921 | 0.02% | 11q | +16.3%+$192.6K |
| MML INVESTORS SERVICES, LLC | $1.4M | 53,097 | 0.00% | 4q | +46.7%+$429.9K |
| AE Wealth Management LLC | $1.3M | 50,354 | 0.01% | 11q | +7.6%+$90.9K |
| VICUS CAPITAL | $1.2M | 45,621 | 0.07% | 4q | +16.6%+$165.2K |
| McNamara Financial Services, Inc. | $1.1M | 42,882 | 0.19% | 10q | +3.1%+$33.1K |
| Visionary Horizons, LLC | $1.1M | 42,084 | 0.45% | new | NEW |
| Orion Porfolio Solutions, LLC | $1.0M | 40,905 | 0.01% | 11q | +8.8%+$84.2K |
| RFG Advisory, LLC | $948.1K | 37,269 | 0.01% | 10q | +0.7%+$6.9K |
| WealthPoint Financial, LLC | $922.4K | 36,257 | 0.67% | 3q | +43.0%+$277.4K |
| Sanctuary Advisors, LLC | $918.4K | 36,101 | 0.00% | 9q | +3.5%+$31.4K |
| NOVUS ADVISORS, LLC | $877.1K | 34,477 | 1.83% | 7q | +2.8%+$23.9K |
| Midwest Financial Network, LLC | $865.4K | 34,023 | 0.59% | new | FIRST |
| RAYMOND JAMES FINANCIAL INC | $844.3K | 33,188 | 0.00% | 5q | +2.3%+$18.8K |
| OSAIC HOLDINGS, INC. | $794.0K | 31,209 | 0.00% | 14q | +9.6%+$69.8K |
| Arete Wealth Advisors, LLC | $736.0K | 28,932 | 0.02% | 4q | +143.0%+$433.1K |
| Western Wealth Management, LLC | $682.1K | 26,811 | 0.02% | 2q | +137.5%+$394.9K |
| Sharkey, Howes & Javer | $668.5K | 26,276 | 0.08% | 8q | -52.7%-$745.5K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $660.7K | 25,969 | 0.19% | 10q | -1.8%-$12.1K |
| International Private Wealth Advisors LLC | $639.8K | 25,148 | 0.33% | 7q | +5.5%+$33.3K |
| Legacy Wealth Partners, LLC | $639.1K | 25,122 | 0.14% | 3q | +2.7%+$17.0K |
| Ethic Inc. | $631.9K | 24,839 | 0.01% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $623.8K | 24,520 | 0.01% | 10q | -14.6%-$106.5K |
| Concurrent Investment Advisors, LLC | $599.4K | 23,563 | 0.01% | 3q | +11.6%+$62.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $577.3K | 22,692 | 0.03% | 11q | +8.4%+$44.8K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $572.8K | 22,479 | 0.00% | new | NEW |
| CreativeOne Wealth, LLC | $507.1K | 19,933 | 0.01% | 10q | -31.7%-$235.1K |
| BANK OF AMERICA CORP /DE/ | $431.9K | 16,978 | 0.00% | 7q | +4.4%+$18.1K |
| Belpointe Asset Management LLC | $407.3K | 16,008 | 0.01% | 2q | +94.6%+$197.9K |
| Atria Investments, Inc | $387.3K | 15,225 | 0.00% | 3q | +14.7%+$49.6K |
| BlueChip Wealth Advisors LLC | $375.5K | 14,759 | 0.14% | new | NEW |
| Balefire, LLC | $345.4K | 13,579 | 0.06% | 5q | +1.1%+$3.9K |
| Kestra Advisory Services, LLC | $339.8K | 13,358 | 0.00% | 3q | -36.0%-$191.1K |
| PCB Capital LLC | $333.0K | 13,088 | 0.41% | 2q | +49.3%+$109.9K |
| AlphaStar Capital Management, LLC | $324.8K | 12,765 | 0.02% | 6q | +12.7%+$36.6K |
| Ascent Group, LLC | $306.0K | 12,030 | 0.01% | 11q | +0.7%+$2.1K |
| Outlook Wealth Advisors, LLC | $289.3K | 11,386 | 0.06% | 6q | +4.6%+$12.7K |
| Sowell Financial Services LLC | $277.9K | 10,924 | 0.01% | 3q | +11.8%+$29.2K |
| RICHARDSON FINANCIAL SERVICES INC. | $271.8K | 10,684 | 0.15% | 10q | +1.8%+$4.9K |
| Balboa Wealth Partners | $267.9K | 10,530 | 0.04% | 10q | -42.2%-$195.8K |
| Cannon Financial Strategists, Inc. | $261.9K | 10,295 | 0.03% | 11q | +1.4%+$3.7K |
| RWA WEALTH PARTNERS, LLC | $260.8K | 10,250 | 0.00% | 13q | HELD |
| Global Financial Private Client, LLC | $239.0K | 9,395 | 0.06% | 4q | +6.1%+$13.7K |
| GeoWealth Management, LLC | $219.1K | 8,614 | 0.01% | 10q | +6.7%+$13.8K |
| Lifeworks Advisors, LLC | $214.8K | 8,444 | 0.02% | 8q | -1.9%-$4.2K |
| Founders Financial Alliance, LLC | $210.0K | 8,256 | 0.03% | new | NEW |
| Smartleaf Asset Management LLC | $154.2K | 6,053 | 0.01% | 11q | HELD |
| Geneos Wealth Management Inc. | $134.4K | 5,282 | 0.00% | 2q | +178.9%+$86.2K |
| Strategic Investment Advisors / MI | $117.0K | 4,599 | 0.01% | 2q | -12.7%-$17.0K |
| IFP Advisors, Inc | $106.0K | 4,165 | 0.00% | new | NEW |
| Richard W. Paul & Associates, LLC | $83.3K | 3,274 | 0.03% | 10q | +6.3%+$5.0K |
| Integrated Wealth Concepts LLC | $62.3K | 2,447 | 0.00% | new | NEW |
| Triumph Capital Management | $56.7K | 2,227 | 0.01% | 3q | +3.1%+$1.7K |
| Farther Finance Advisors, LLC | $28.6K | 1,123 | 0.00% | 9q | +9.2%+$2.4K |
| AdvisorNet Financial, Inc | $18.5K | 729 | 0.00% | 9q | HELD |
| Buck Wealth Strategies, LLC | $18.4K | 723 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $16.8K | 661 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $14.0K | 550 | 0.00% | 10q | +266.7%+$10.2K |
| PRIVATE TRUST CO NA | $10.3K | 406 | 0.00% | 6q | HELD |
| Global Retirement Partners, LLC | $10.1K | 397 | 0.00% | 9q | -29.6%-$4.2K |
| FIFTH THIRD BANCORP | $7.9K | 312 | 0.00% | 2q | -0.6% |
| MERCER GLOBAL ADVISORS INC /ADV | $6.6K | 260 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $6.6K | 258 | 0.00% | 10q | HELD |
| Cambridge Investment Research Advisors, Inc. | $6.2K | 243,254 | 0.01% | 11q | +103.5%+$3.1K |
| FMR LLC | $5.0K | 198 | 0.00% | 4q | -12.8% |
| MORGAN STANLEY | $4.3K | 169 | 0.00% | 13q | +74.2%+$1.8K |
| Lloyd Advisory Services, LLC. | $4.1K | 162 | 0.00% | 2q | +9.5% |
| PARK AVENUE SECURITIES LLC | $4.0K | 157,438 | 0.03% | 8q | +5.7% |
| Kingdom Financial Group LLC. | $3.8K | 150 | 0.00% | 3q | +1.4% |
| UBS Group AG | $3.1K | 120 | 0.00% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $2.9K | 115 | 0.00% | 5q | HELD |
| Cape Investment Advisory, Inc. | $2.8K | 111 | 0.00% | new | NEW |
| REAP Financial Group, LLC | $2.8K | 111 | 0.00% | 10q | +11.0% |
| Continuum Advisory, LLC | $2.3K | 89 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $2.2K | 87 | 0.00% | 2q | -44.9%-$1.8K |
| Quest 10 Wealth Builders, Inc. | $1.9K | 74 | 0.00% | 4q | -36.8%-$1.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.5K | 59 | 0.00% | 6q | -68.6%-$3.3K |
| CoreCap Advisors, LLC | $1.4K | 57 | 0.00% | 3q | HELD |
| Rossby Financial, LCC | $1.3K | 52 | 0.00% | 6q | HELD |
| Meramec Financial Planners, LLC | $350 | 14 | 0.00% | new | NEW |
| Key Capital Management, INC | $229 | 9 | 0.00% | 3q | +12.5% |
Showing the largest 100 of 102 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 | 98 | $175.2M | 6,888,407 | 15 | 59 | 15 | 0.0% |
| Q1 2026 | 93 | $151.0M | 6,025,621 | 17 | 53 | 14 | 0.0% |
| Q4 2025 | 86 | $137.8M | 5,425,572 | 10 | 40 | 19 | 0.0% |
| Q3 2025 | 78 | $139.2M | 5,565,003 | 11 | 36 | 16 | 0.0% |
| Q2 2025 | 72 | $124.3M | 5,054,005 | 6 | 44 | 15 | 0.0% |
| Q1 2025 | 70 | $109.8M | 4,542,769 | 13 | 40 | 10 | 0.0% |
| Q4 2024 | 66 | $68.9M | 2,894,950 | 5 | 32 | 16 | 0.0% |
| Q3 2024 | 63 | $68.8M | 2,740,362 | 7 | 26 | 18 | 0.0% |
| Q2 2024 | 55 | $60.0M | 2,517,526 | 8 | 25 | 15 | 0.0% |
| Q1 2024 | 49 | $57.6M | 2,384,614 | 25 | 14 | 6 | 0.0% |
| Q4 2023 | 28 | $11.8M | 486,077 | 16 | 3 | 4 | 0.0% |
| Q3 2023 | 10 | $5.9M | 257,644 | 2 | 4 | 2 | 0.0% |
| Q2 2023 | 9 | $9.1M | 381,296 | 3 | 2 | 2 | 0.0% |
| Q1 2023 | 8 | $3.9M | 164,627 | 4 | 2 | 0 | 0.0% |
| Q4 2022 | 5 | $2.5M | 108,364 | 3 | 1 | 1 | 0.0% |
| Q3 2022 | 5 | $99.5M | 4,553,332 | 1 | 2 | 2 | 0.0% |
| Q2 2022 | 5 | $143.3M | 6,169,662 | 1 | 2 | 2 | 0.0% |
| Q1 2022 | 4 | $163.2M | 6,172,713 | 2 | 1 | 0 | 0.0% |
| Q4 2021 | 2 | $180.6M | 6,059,685 | 1 | 1 | 0 | 0.0% |
| Q3 2021 | 1 | $178.2M | 5,908,448 | 0 | 1 | 0 | 0.0% |
| Q2 2021 | 2 | $181.8M | 5,893,371 | 2 | 0 | 0 | 0.0% |