SPDR SERIES TRUST (JNK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
532
Reporting holders
$7.3B
Reported value
0.0%
Held as options
+6
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 | $1.3B | 13,671,856 | 0.04% | 29q | +23.5%+$250.3M |
| ASSETMARK, INC | $601.1M | 6,237,851 | 1.03% | 29q | +6.2%+$35.0M |
| MORGAN STANLEY | $567.9M | 5,892,599 | 0.03% | 29q | -5.7%-$34.6M |
| American Family Investments, Inc. | $547.6M | 5,682,623 | 9.88% | 3q | +59.4%+$204.1M |
| Clark Capital Management Group, Inc. | $356.3M | 3,697,516 | 1.94% | 13q | -0.9%-$3.2M |
| Japan Science & Technology Agency | $279.5M | 2,900,000 | 5.29% | 14q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $216.5M | 2,246,389 | 0.05% | 29q | +23.3%+$41.0M |
| LPL Financial LLC | $200.9M | 2,085,074 | 0.05% | 29q | +42.3%+$59.7M |
| Ocean Park Asset Management, LLC | $169.7M | 1,760,824 | 8.17% | 13q | -7.6%-$14.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $157.9M | 1,638,298 | 3.42% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $149.3M | 1,552,184 | 0.08% | 27q | -28.2%-$58.7M |
| Caisse de depot et placement du Quebec | $141.8M | 1,471,100 | 0.20% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $141.6M | 1,471,434 | 0.03% | 29q | -36.7%-$82.2M |
| Man Group plc | $120.3M | 1,248,169 | 0.19% | 14q | +699.6%+$105.2M |
| WELLS FARGO & COMPANY/MN | $104.4M | 1,082,845 | 0.02% | 29q | -90.5%-$996.3M |
| Bank of New York Mellon Corp | $87.1M | 904,163 | 0.01% | 29q | -6.2%-$5.8M |
| Counterpoint Mutual Funds LLC | $84.4M | 875,415 | 8.34% | 15q | +446.9%+$68.9M |
| BNP PARIBAS FINANCIAL MARKETS | $79.0M | 819,437 | 0.03% | 29q | +1.4%+$1.1M |
| GOLDMAN SACHS GROUP INC | $76.8M | 796,681 | 0.01% | 29q | -11.3%-$9.7M |
| BANK OF AMERICA CORP /DE/ | $68.9M | 715,074 | 0.00% | 29q | -15.5%-$12.6M |
| PNC Financial Services Group, Inc. | $62.3M | 646,020 | 0.03% | 29q | HELD |
| BLB&B Advisors, LLC | $61.6M | 639,284 | 2.25% | 29q | +9.4%+$5.3M |
| Envestnet Portfolio Solutions, Inc. | $57.2M | 593,914 | 0.27% | 12q | +189.2%+$37.4M |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $50.1M | 520,000 | 0.59% | new | NEW |
| MEEDER ASSET MANAGEMENT INC | $49.4M | 512,966 | 2.53% | 2q | -0.8%-$375.9K |
| ROYAL BANK OF CANADA | $48.7M | 505,738 | 0.01% | 29q | +32.5%+$12.0M |
| UBS Group AG | $46.9M | 486,469 | 0.01% | 29q | +7.6%+$3.3M |
| EXCHANGE TRADED CONCEPTS, LLC | $42.1M | 437,332 | 0.10% | 5q | +115.7%+$22.6M |
| Bank Julius Baer & Co. Ltd, Zurich | $40.5M | 420,461 | 0.10% | 26q | HELD |
| Aristotle Pacific Capital, LLC | $38.1M | 395,000 | 18.11% | 23q | +68.1%+$15.4M |
| Cetera Investment Advisers | $34.1M | 353,834 | 0.03% | 29q | +11.5%+$3.5M |
| TOEWS CORP /ADV | $31.8M | 330,000 | 4.64% | new | NEW |
| CITIGROUP INC | $30.8M | 319,246 | 0.01% | 29q | +2308.3%+$29.5M |
| ALLSTATE CORP | $30.5M | 316,000 | 0.30% | 4q | +187.3%+$19.9M |
| Checchi Capital Advisers, LLC | $29.3M | 304,019 | 1.32% | 28q | +2.7%+$764.5K |
| CAPSTONE INVESTMENT ADVISORS, LLC | $26.8M | 277,601 | 0.05% | new | NEW |
| Howard Capital Management, LLC | $25.9M | 269,034 | 0.31% | 5q | +4.0%+$1.0M |
| MML INVESTORS SERVICES, LLC | $25.1M | 260,785 | 0.05% | 29q | +15.5%+$3.4M |
| HSBC HOLDINGS PLC | $25.1M | 260,490 | 0.01% | 29q | -3.9%-$1.0M |
| CNO Financial Group, Inc. | $25.0M | 259,200 | 14.30% | 5q | HELD |
| Tower Research Capital LLC (TRC) | $24.7M | 256,263 | 0.60% | 29q | +2090.7%+$23.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | $23.0M | 238,216 | 0.16% | 29q | -42.0%-$16.6M |
| BANK OF MONTREAL /CAN/ | $20.4M | 211,662 | 0.01% | 29q | +250.5%+$14.6M |
| RAYMOND JAMES FINANCIAL INC | $19.3M | 199,845 | 0.01% | 7q | -44.8%-$15.6M |
| TD Asset Management Inc | $18.8M | 195,282 | 0.02% | 3q | -91.0%-$191.3M |
| Mirae Asset Global Investments Co., Ltd. | $17.1M | 177,000 | 0.03% | 29q | -44.7%-$13.8M |
| Berkshire Money Management, Inc. | $16.9M | 174,941 | 1.54% | 5q | +1.3%+$220.7K |
| Silverleafe Capital Partners, LLC | $15.8M | 164,073 | 4.31% | 2q | -3.0%-$493.4K |
| OSAIC HOLDINGS, INC. | $15.7M | 162,534 | 0.02% | 26q | -30.2%-$6.8M |
| RENAISSANCE TECHNOLOGIES LLC | $15.6M | 161,700 | 0.02% | 10q | +3493.3%+$15.1M |
| MILLENNIUM MANAGEMENT LLC | $15.6M | 161,632 | 0.01% | 29q | +67.0%+$6.3M |
| Idaho Trust Co | $13.7M | 141,661 | 3.99% | 9q | +6.2%+$792.1K |
| Symmetry Partners, LLC | $13.6M | 141,573 | 0.70% | 29q | +6.6%+$840.3K |
| GUGGENHEIM CAPITAL LLC | $13.3M | 138,427 | 0.08% | 29q | +1.2%+$156.7K |
| Cerity Partners LLC | $13.3M | 138,001 | 0.02% | 11q | +104.8%+$6.8M |
| Jessup Wealth Management, Inc | $13.3M | 137,830 | 3.96% | 15q | +2.3%+$293.6K |
| Crabel Capital Management, LLC | $12.9M | 133,948 | 9.43% | new | NEW |
| NewSquare Capital LLC | $12.8M | 132,363 | 0.94% | 29q | +3.7%+$459.9K |
| PRINCIPAL SECURITIES, INC. | $12.5M | 129,523 | 0.15% | 11q | +57.2%+$4.5M |
| CITADEL ADVISORS LLC | $12.1M | 112,735 | 0.00% | 29q | HELD |
| Altura Wealth Advisors Inc. | $12.1M | 125,451 | 4.08% | 10q | +12.7%+$1.4M |
| Integrated Wealth Concepts LLC | $11.3M | 117,188 | 0.06% | 29q | +109.6%+$5.9M |
| PRUDENTIAL PLC | $10.6M | 110,004 | 0.06% | new | NEW |
| Somnio Financial Group, LLC | $10.3M | 107,198 | 6.12% | 8q | +4.9%+$484.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $9.7M | 100,264 | 0.01% | 28q | +143.9%+$5.7M |
| NewEdge Advisors, LLC | $9.0M | 93,515 | 0.03% | 17q | +145.1%+$5.3M |
| MACKENZIE FINANCIAL CORP | $8.6M | 89,300 | 0.01% | 29q | +42.7%+$2.6M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $8.5M | 88,483 | 0.10% | new | NEW |
| Jefferies Financial Group Inc. | $8.4M | 86,665 | 0.05% | new | NEW |
| HighTower Advisors, LLC | $8.2M | 85,344 | 0.01% | 29q | +109.8%+$4.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.1M | 83,892 | 0.00% | 29q | +6.1%+$464.2K |
| Aspire Private Capital, LLC | $8.1M | 83,655 | 1.67% | 29q | +134.1%+$4.6M |
| NOMURA ASSET MANAGEMENT CO LTD | $7.8M | 81,433 | 0.02% | 29q | HELD |
| Gateway Wealth Partners, LLC | $7.8M | 80,643 | 0.47% | 2q | +9.2%+$656.9K |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | $7.7M | 79,820 | 2.65% | 7q | HELD |
| Allianz Asset Management GmbH | $7.5M | 78,200 | 0.01% | 5q | HELD |
| Kestra Advisory Services, LLC | $7.3M | 75,471 | 0.02% | 24q | +21.1%+$1.3M |
| Equitable Holdings, Inc. | $7.2M | 75,138 | 0.04% | 27q | -25.7%-$2.5M |
| Hibernia Wealth Partners, LLC | $7.0M | 72,824 | 3.80% | 11q | -45.2%-$5.8M |
| Brindle & Bay Financial Advisors, LLC | $7.0M | 72,623 | 3.50% | 3q | +50.3%+$2.3M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.7M | 70,056 | 0.04% | 29q | +1.9%+$128.5K |
| IFG Advisory, LLC | $6.6M | 68,841 | 0.23% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $6.6M | 68,824 | 0.00% | 10q | +1.1%+$73.3K |
| Baird Financial Group, Inc. | $6.6M | 68,702 | 0.01% | 29q | -1.8%-$120.8K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $6.6M | 68,497 | 0.00% | 18q | HELD |
| JPMORGAN CHASE & CO | $6.5M | 67,721 | 0.00% | 29q | +10.8%+$636.2K |
| Prudent Man Advisors, LLC | $6.5M | 67,684 | 1.49% | 25q | +508.0%+$5.4M |
| Gotham Asset Management, LLC | $6.3M | 65,704 | 0.01% | 9q | +5.6%+$336.0K |
| Prospera Financial Services Inc | $6.3M | 65,684 | 0.09% | 29q | HELD |
| Apella Capital, LLC | $6.2M | 64,333 | 0.09% | 23q | -4.5%-$289.8K |
| Summit Financial, LLC | $6.2M | 63,858 | 0.07% | 2q | +1.7%+$105.3K |
| Prime Capital Investment Advisors, LLC | $6.0M | 62,534 | 0.06% | 13q | -44.4%-$4.8M |
| Hilltop Holdings Inc. | $5.9M | 61,641 | 0.46% | 9q | -22.7%-$1.7M |
| LANDMARK WEALTH MANAGEMENT, INC. | $5.9M | 61,598 | 1.96% | 9q | +156.9%+$3.6M |
| Navigation Wealth Management, Inc. | $5.8M | 60,130 | 7.98% | 9q | +171.0%+$3.7M |
| Up Capital Management, Inc. | $5.7M | 59,358 | 4.43% | 3q | -11.9%-$773.8K |
| Sound Income Strategies, LLC | $5.6M | 58,039 | 0.25% | 29q | -1.2%-$70.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.4M | 56,197 | 0.01% | 29q | -24.7%-$1.8M |
| FRANKLIN RESOURCES INC | $5.4M | 55,606 | 0.00% | 29q | +1.0%+$55.6K |
| BlackRock, Inc. | $5.3M | 54,636 | 0.00% | 8q | +0.6%+$33.1K |
Showing the largest 100 of 555 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 | 532 | $7.3B | 75,523,915 | 65 | 210 | 138 | 0.0% |
| Q1 2026 | 526 | $7.5B | 78,729,347 | 55 | 189 | 174 | 0.1% |
| Q4 2025 | 541 | $6.7B | 68,571,508 | 46 | 178 | 172 | 0.4% |
| Q3 2025 | 519 | $7.1B | 71,960,636 | 39 | 211 | 139 | 0.3% |
| Q2 2025 | 526 | $6.9B | 70,954,754 | 64 | 171 | 175 | 0.3% |
| Q1 2025 | 524 | $6.6B | 69,423,423 | 46 | 158 | 188 | 0.1% |
| Q4 2024 | 547 | $7.2B | 75,588,498 | 47 | 214 | 140 | 0.2% |
| Q3 2024 | 523 | $7.6B | 77,570,546 | 53 | 157 | 198 | 0.5% |
| Q2 2024 | 505 | $7.8B | 82,985,610 | 48 | 169 | 176 | 0.2% |
| Q1 2024 | 512 | $8.8B | 92,060,848 | 67 | 172 | 155 | 0.2% |
| Q4 2023 | 495 | $7.9B | 82,170,668 | 57 | 146 | 160 | 1.4% |
| Q3 2023 | 465 | $7.0B | 77,205,054 | 50 | 142 | 158 | 0.7% |
| Q2 2023 | 463 | $7.7B | 83,292,025 | 54 | 145 | 158 | 0.7% |
| Q1 2023 | 446 | $6.4B | 69,020,403 | 57 | 115 | 175 | 1.1% |
| Q4 2022 | 446 | $8.7B | 94,885,296 | 105 | 126 | 124 | 1.9% |
| Q3 2022 | 462 | $6.1B | 68,482,742 | 52 | 153 | 161 | 1.4% |
| Q2 2022 | 479 | $6.7B | 71,745,267 | 52 | 131 | 195 | 3.4% |
| Q1 2022 | 516 | $7.9B | 76,921,748 | 54 | 153 | 188 | 2.3% |
| Q4 2021 | 559 | $9.4B | 78,241,213 | 66 | 209 | 143 | 9.2% |
| Q3 2021 | 513 | $7.6B | 67,708,861 | 42 | 177 | 178 | 2.2% |
| Q2 2021 | 521 | $8.3B | 73,773,156 | 52 | 197 | 160 | 2.7% |
| Q1 2021 | 510 | $10.8B | 95,992,467 | 43 | 186 | 171 | 3.3% |
| Q4 2020 | 515 | $11.2B | 99,756,503 | 57 | 190 | 146 | 3.0% |
| Q3 2020 | 472 | $10.5B | 98,991,014 | 51 | 178 | 137 | 1.5% |
| Q2 2020 | 470 | $8.4B | 81,130,749 | 87 | 158 | 133 | 1.9% |
| Q1 2020 | 439 | $7.3B | 74,309,438 | 54 | 121 | 189 | 3.3% |
| Q4 2019 | 507 | $9.6B | 93,156,427 | 56 | 176 | 129 | 1.7% |
| Q3 2019 | 455 | $9.2B | 82,310,200 | 76 | 150 | 142 | 2.8% |
| Q2 2019 | 426 | $9.9B | 74,076,443 | 405 | 0 | 17 | 18.0% |
| Q1 2019 | 19 | $44.4M | 1,230,999 | 14 | 1 | 3 | 0.0% |
| Q4 2018 | 4 | $13.6M | 406,205 | 0 | 0 | 2 | 0.0% |