SPDR SERIES TRUST (FITE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
51
Reporting holders
$69.5M
Reported value
1.7%
Held as options
+2
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 | $20.2M | 179,799 | 0.00% | 22q | +3.6%+$697.3K |
| Frederick Financial Consultants, LLC | $16.0M | 142,130 | 6.78% | 7q | -5.3%-$890.8K |
| Hutchens & Kramer Investment Management Group, LLC | $4.6M | 41,097 | 1.24% | 3q | +2.9%+$128.9K |
| Hughes Financial Services, LLC | $4.0M | 36,021 | 0.54% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.9M | 25,969 | 0.00% | 13q | +208.4%+$2.0M |
| UBS Group AG | $2.4M | 20,987 | 0.00% | 26q | -1.4%-$34.2K |
| Tidal Investments LLC | $2.1M | 18,839 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $2.0M | 17,859 | 0.00% | 2q | +127464.3%+$2.0M |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 15,828 | 0.00% | 7q | +50.0%+$592.6K |
| Baird Financial Group, Inc. | $1.5M | 13,337 | 0.00% | 6q | +0.8%+$11.7K |
| Cetera Investment Advisers | $1.4M | 12,589 | 0.00% | 3q | +23.9%+$273.3K |
| WealthBridge Capital Management, LLC | $1.2M | 10,362 | 0.23% | 18q | +0.6%+$7.3K |
| BANK OF AMERICA CORP /DE/ | $995.1K | 8,856 | 0.00% | 6q | +210.3%+$674.4K |
| Focus Partners Wealth | $922.7K | 8,211 | 0.00% | 7q | HELD |
| Belvedere Trading LLC | $910.2K | options only | 0.00% | new | OPTIONS |
| MORGAN STANLEY | $731.9K | 6,512 | 0.00% | 23q | -9.7%-$78.7K |
| KMT WEALTH MANAGEMENT, LLC | $577.9K | 5,143 | 0.49% | new | NEW |
| HighTower Advisors, LLC | $558.4K | 4,970 | 0.00% | 29q | +6.8%+$35.4K |
| CIBC WORLD MARKET INC. | $531.5K | 4,730 | 0.00% | 2q | +101.3%+$267.4K |
| JANE STREET GROUP, LLC | $491.3K | 4,372 | 0.00% | 2q | +6.3%+$29.2K |
| Wealthfront Advisers LLC | $443.5K | 3,947 | 0.00% | 6q | -4.6%-$21.4K |
| HighPoint Advisor Group LLC | $421.7K | 3,753 | 0.01% | 3q | HELD |
| STIFEL FINANCIAL CORP | $418.5K | 3,724 | 0.00% | new | NEW |
| Advyzon Investment Management, LLC | $348.2K | 3,099 | 0.03% | 2q | +3.0%+$10.2K |
| WealthCare Investment Partners, LLC | $344.3K | 3,064 | 0.08% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $332.2K | 2,956 | 0.00% | 26q | +27.1%+$70.8K |
| CITADEL ADVISORS LLC | $292.2K | options only | 0.00% | 2q | OPTIONS |
| CoreCap Advisors, LLC | $291.2K | 2,591 | 0.01% | 11q | -85.4%-$1.7M |
| Farther Finance Advisors, LLC | $250.2K | 2,227 | 0.00% | 4q | +64.6%+$98.2K |
| Ashton Thomas Private Wealth, LLC | $99.7K | 887 | 0.00% | 2q | +3.7%+$3.6K |
| Institute for Wealth Management, LLC. | $76.6K | 682 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $51.7K | 460 | 0.00% | new | NEW |
| US BANCORP \DE\ | $47.4K | 422 | 0.00% | 7q | HELD |
| Prestige Wealth Management Group LLC | $47.2K | 420 | 0.01% | 31q | HELD |
| Steward Partners Investment Advisory, LLC | $41.7K | 371 | 0.00% | 2q | +642.0%+$36.1K |
| TOTH FINANCIAL ADVISORY CORP | $41.6K | 370 | 0.00% | 13q | HELD |
| SIMPLEX TRADING, LLC | $35.2K | 313 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $33.7K | 300 | 0.00% | 3q | HELD |
| FMR LLC | $22.5K | 200 | 0.00% | new | NEW |
| Allworth Financial LP | $18.5K | 165 | 0.00% | 3q | +65.0%+$7.3K |
| Tidemark, LLC | $18.0K | 160 | 0.00% | 5q | HELD |
| Nova Wealth Management, Inc. | $14.6K | 130 | 0.01% | 4q | -36.6%-$8.4K |
| High Point Wealth Management, LLC | $13.7K | 122 | 0.01% | 3q | HELD |
| N.E.W. Advisory Services LLC | $7.3K | 65 | 0.00% | 6q | HELD |
| Triumph Capital Management | $6.4K | 57 | 0.00% | 3q | -41.2%-$4.5K |
| Aptus Capital Advisors, LLC | $5.5K | 49 | 0.00% | 8q | HELD |
| Smartleaf Asset Management LLC | $3.6K | 33 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.2K | 19,390 | 0.00% | 7q | +230.7%+$1.5K |
| IFP Advisors, Inc | $1.3K | 12 | 0.00% | 6q | HELD |
| Graney & King, LLC | $674 | 6 | 0.00% | 7q | HELD |
| USAdvisors Wealth Management, LLC | $436 | 3,881 | 0.12% | 4q | +4.0% |
| AE Wealth Management LLC | $112 | 1 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3 | 0 | 0.00% | 15q | -100.0% |
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 | 51 | $69.5M | 608,197 | 9 | 18 | 9 | 1.7% |
| Q1 2026 | 49 | $47.6M | 555,959 | 12 | 12 | 9 | 0.0% |
| Q4 2025 | 41 | $41.8M | 489,580 | 9 | 8 | 11 | 0.0% |
| Q3 2025 | 35 | $43.8M | 510,577 | 7 | 9 | 6 | 0.0% |
| Q2 2025 | 31 | $37.1M | 486,990 | 3 | 9 | 8 | 0.0% |
| Q1 2025 | 34 | $52.2M | 830,099 | 7 | 8 | 6 | 0.0% |
| Q4 2024 | 27 | $53.9M | 801,407 | 7 | 3 | 5 | 0.4% |
| Q3 2024 | 21 | $12.2M | 197,837 | 5 | 6 | 6 | 0.0% |
| Q2 2024 | 20 | $11.5M | 203,315 | 3 | 7 | 5 | 0.0% |
| Q1 2024 | 20 | $12.9M | 224,240 | 4 | 8 | 3 | 0.0% |
| Q4 2023 | 19 | $10.5M | 190,665 | 3 | 8 | 1 | 0.0% |
| Q3 2023 | 22 | $7.4M | 158,986 | 2 | 4 | 6 | 0.0% |
| Q2 2023 | 22 | $10.5M | 215,260 | 4 | 3 | 6 | 0.0% |
| Q1 2023 | 19 | $8.0M | 173,115 | 2 | 3 | 7 | 0.0% |
| Q4 2022 | 18 | $7.2M | 168,157 | 2 | 3 | 5 | 0.0% |
| Q3 2022 | 21 | $8.2M | 196,755 | 3 | 2 | 8 | 0.0% |
| Q2 2022 | 20 | $6.6M | 149,622 | 1 | 7 | 3 | 0.0% |
| Q1 2022 | 24 | $9.1M | 172,386 | 4 | 6 | 7 | 0.0% |
| Q4 2021 | 22 | $6.3M | 119,291 | 2 | 6 | 3 | 0.0% |
| Q3 2021 | 20 | $5.3M | 105,875 | 3 | 6 | 5 | 0.0% |
| Q2 2021 | 18 | $10.2M | 196,265 | 0 | 9 | 3 | 0.0% |
| Q1 2021 | 19 | $7.4M | 154,706 | 3 | 6 | 1 | 0.0% |
| Q4 2020 | 15 | $4.7M | 101,016 | 5 | 3 | 2 | 0.0% |
| Q3 2020 | 14 | $4.1M | 110,859 | 0 | 4 | 6 | 0.0% |
| Q2 2020 | 16 | $6.1M | 166,148 | 5 | 6 | 4 | 0.0% |
| Q1 2020 | 15 | $5.1M | 166,002 | 5 | 5 | 2 | 0.0% |
| Q4 2019 | 13 | $8.5M | 218,965 | 3 | 4 | 2 | 0.0% |
| Q3 2019 | 9 | $5.4M | 145,423 | 0 | 3 | 3 | 0.0% |
| Q2 2019 | 11 | $7.0M | 187,820 | 2 | 1 | 5 | 0.0% |
| Q1 2019 | 11 | $7.5M | 213,871 | 3 | 2 | 2 | 0.0% |
| Q4 2018 | 9 | $3.8M | 128,407 | 0 | 1 | 0 | 0.0% |