SPDR SERIES TRUST (KOMP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
155
Reporting holders
$2.3B
Reported value
0.0%
Held as options
+13
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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | $2.0B | 28,216,004 | 3.58% | 30q | -4.7%-$98.5M |
| MIDLAND WEALTH ADVISORS, LLC | $81.2M | 1,135,593 | 3.82% | 4q | +1.7%+$1.4M |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $35.3M | 458,174 | 9.43% | 4q | +176.3%+$22.5M |
| MORGAN STANLEY | $18.2M | 255,165 | 0.00% | 25q | +3.1%+$550.3K |
| Baird Financial Group, Inc. | $16.5M | 230,181 | 0.02% | 8q | +0.9%+$150.2K |
| Mariner, LLC | $10.7M | 149,679 | 0.01% | 20q | -1.7%-$182.6K |
| ROYAL BANK OF CANADA | $10.2M | 143,100 | 0.00% | 28q | HELD |
| RAYMOND JAMES FINANCIAL INC | $8.8M | 123,309 | 0.00% | 7q | +24.5%+$1.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.3M | 107,235 | 0.01% | 4q | -8.7%-$695.5K |
| BANK OF AMERICA CORP /DE/ | $7.1M | 99,132 | 0.00% | 30q | +6.7%+$447.4K |
| Financial Guidance Group, Inc. | $7.0M | 98,434 | 2.63% | 18q | -2.0%-$145.3K |
| Aptus Capital Advisors, LLC | $7.0M | 98,434 | 0.05% | 14q | -2.0%-$145.3K |
| LPL Financial LLC | $5.8M | 81,730 | 0.00% | 25q | -39.0%-$3.7M |
| GOLDMAN SACHS GROUP INC | $5.3M | 74,785 | 0.00% | 3q | +11.6%+$554.5K |
| Private Advisory Group LLC | $5.1M | 71,597 | 0.28% | 2q | +26.3%+$1.1M |
| MGO ONE SEVEN LLC | $5.0M | 70,233 | 0.08% | 10q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 62,280 | 0.01% | 29q | -2.7%-$124.8K |
| Towerpoint Wealth, LLC | $3.7M | 52,248 | 1.29% | 30q | -35.8%-$2.1M |
| Financial Enhancement Group LLC | $3.7M | 51,671 | 0.44% | 5q | +4.3%+$153.3K |
| Wealthcare Advisory Partners LLC | $3.3M | 46,566 | 0.06% | 20q | -1.9%-$65.9K |
| CITADEL ADVISORS LLC | $3.3M | 46,412 | 0.00% | 3q | -6.3%-$222.2K |
| KINTRA WEALTH, LLC | $3.2M | 45,443 | 0.17% | 3q | -14.7%-$555.3K |
| WELLS FARGO & COMPANY/MN | $3.2M | 44,094 | 0.00% | 24q | -39.9%-$2.1M |
| AMERIPRISE FINANCIAL INC | $2.6M | 36,177 | 0.00% | 22q | -50.9%-$2.7M |
| HighTower Advisors, LLC | $2.4M | 33,325 | 0.00% | 26q | +6.5%+$144.4K |
| Geneos Wealth Management Inc. | $2.4M | 32,956 | 0.05% | 30q | +1.6%+$36.3K |
| PENOBSCOT WEALTH MANAGEMENT | $2.3M | 31,861 | 0.61% | 17q | +2.0%+$43.8K |
| Austin Wealth Management, LLC | $2.2M | 33,787 | 0.47% | 12q | +2.7%+$59.0K |
| Cetera Investment Advisers | $2.1M | 29,794 | 0.00% | 10q | +10.0%+$193.6K |
| Lunt Capital Management, Inc. | $2.1M | 29,437 | 0.77% | 13q | -3.1%-$67.6K |
| WealthCare Investment Partners, LLC | $1.9M | 26,168 | 0.45% | 19q | +5.1%+$90.1K |
| UBS Group AG | $1.8M | 24,886 | 0.00% | 22q | -24.9%-$590.4K |
| Advantage Trust Co | $1.7M | 23,955 | 0.60% | 11q | HELD |
| Orion Porfolio Solutions, LLC | $1.7M | 23,650 | 0.01% | 29q | -4.0%-$69.9K |
| Strategic Advocates LLC | $1.7M | 23,585 | 6.53% | 11q | -1.1%-$18.8K |
| Savvy Advisors, Inc. | $1.6M | 22,393 | 0.03% | 3q | HELD |
| Cerity Partners LLC | $1.6M | 21,931 | 0.00% | 2q | HELD |
| Focus Partners Wealth | $1.5M | 21,105 | 0.00% | 7q | +18.8%+$239.2K |
| Vise Technologies, Inc. | $1.5M | 20,995 | 0.02% | new | NEW |
| RITHOLTZ WEALTH MANAGEMENT | $1.5M | 20,556 | 0.01% | 6q | +100.5%+$736.7K |
| Comprehensive Money Management Services LLC | $1.4M | 20,049 | 0.90% | 7q | -2.7%-$39.4K |
| RFG Advisory, LLC | $1.4M | 19,923 | 0.02% | 4q | -9.2%-$144.7K |
| Hughes Financial Services, LLC | $1.3M | 18,329 | 0.17% | 7q | -10.6%-$156.2K |
| STIFEL FINANCIAL CORP | $1.3M | 18,094 | 0.00% | 9q | +42.9%+$388.3K |
| Prime Capital Investment Advisors, LLC | $1.2M | 17,100 | 0.01% | 13q | +19.3%+$198.0K |
| One Capital Management, LLC | $1.2M | 20,725 | 0.03% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $1.0M | 14,519 | 0.00% | 26q | +7.9%+$75.9K |
| FMR LLC | $970.4K | 13,572 | 0.00% | 26q | +25.6%+$197.9K |
| Van Hulzen Asset Management, LLC | $969.3K | 13,557 | 0.07% | new | NEW |
| JPMORGAN CHASE & CO | $876.5K | 12,567 | 0.00% | 11q | +881.8%+$787.3K |
| Bluespring Wealth Management, LLC | $797.8K | 11,159 | 0.02% | 5q | +78.1%+$349.9K |
| Summit Investment Advisory Services, LLC | $755.7K | 10,570 | 0.19% | 8q | -5.5%-$44.4K |
| Wealthfront Advisers LLC | $738.2K | 10,325 | 0.00% | 7q | +54.8%+$261.3K |
| Essex LLC | $724.1K | 10,127 | 0.11% | 20q | -6.1%-$47.1K |
| Brookstone Capital Management | $721.3K | 10,089 | 0.01% | 18q | +8.0%+$53.2K |
| Creative Planning | $697.8K | 9,760 | 0.00% | 7q | +0.8%+$5.5K |
| Spire Wealth Management | $686.6K | 9,602 | 0.02% | 3q | HELD |
| Integrated Wealth Concepts LLC | $636.5K | 8,902 | 0.00% | 23q | +100.1%+$318.4K |
| OneDigital Investment Advisors LLC | $609.8K | 8,529 | 0.01% | 19q | HELD |
| Tower Research Capital LLC (TRC) | $601.1K | 8,407 | 0.01% | 2q | -4.0%-$25.0K |
| Aries Wealth Management | $572.7K | 8,010 | 0.11% | 5q | +1.5%+$8.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $555.2K | 7,765 | 0.00% | 6q | +7.7%+$39.8K |
| ENTREWEALTH, LLC | $537.0K | 7,773 | 0.20% | 5q | +9.0%+$44.4K |
| RPG Investment Advisory, LLC | $529.4K | 7,404 | 0.05% | 14q | -8.1%-$46.4K |
| Talisman Wealth Advisors LLC | $499.7K | 5,686 | 0.37% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $496.5K | 6,944 | 0.00% | 2q | -33.1%-$245.6K |
| Global Financial Private Client, LLC | $483.7K | 6,765 | 0.13% | 4q | +17.1%+$70.6K |
| Opulen Financial Group LLC | $408.8K | 5,718 | 0.26% | 7q | -5.0%-$21.3K |
| Farther Finance Advisors, LLC | $408.5K | 5,713 | 0.00% | 8q | HELD |
| Lido Advisors, LLC | $398.4K | 5,572 | 0.00% | 4q | -22.4%-$114.8K |
| Lynx Investment Advisory | $391.6K | 5,476 | 0.13% | 9q | -1.3%-$5.3K |
| Beacon Pointe Advisors, LLC | $389.6K | 5,449 | 0.00% | 2q | +2.2%+$8.2K |
| StoneX Group Inc. | $365.9K | 5,118 | 0.01% | new | NEW |
| Junk Investment Group, LLC | $331.0K | 4,630 | 0.15% | 2q | -3.8%-$13.0K |
| Root Financial Partners, LLC | $292.2K | 4,087 | 0.01% | 5q | -1.4%-$4.0K |
| BlackRock, Inc. | $278.4K | 3,894 | 0.00% | 4q | HELD |
| Mezzasalma Advisors, LLC | $270.0K | 3,776 | 0.05% | 5q | HELD |
| NewEdge Advisors, LLC | $238.5K | 3,336 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $236.2K | 3,304 | 0.00% | new | NEW |
| IFP Advisors, Inc | $235.5K | 3,294 | 0.00% | 20q | +15.2%+$31.0K |
| Frederick Financial Consultants, LLC | $227.3K | 3,179 | 0.10% | 4q | -10.5%-$26.7K |
| Chicago Partners Investment Group LLC | $209.6K | 3,152 | 0.00% | 2q | HELD |
| Decker Wealth Management LLC | $205.2K | 2,870 | 0.04% | new | NEW |
| Sanctuary Advisors, LLC | $204.9K | 2,866 | 0.00% | 4q | -20.0%-$51.3K |
| Capital Advantage, Inc. | $203.6K | 2,848 | 0.02% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $203.2K | 2,842 | 0.00% | 2q | +1.9%+$3.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $186.6K | 2,609 | 0.00% | new | NEW |
| AE Wealth Management LLC | $183.4K | 2,565 | 0.00% | 7q | +29.5%+$41.8K |
| FIFTH THIRD BANCORP | $138.8K | 1,941 | 0.00% | 2q | +2713.0%+$133.8K |
| PNC Financial Services Group, Inc. | $131.5K | 1,839 | 0.00% | 19q | HELD |
| Global Retirement Partners, LLC | $119.3K | 1,669 | 0.00% | 16q | HELD |
| BANK OF MONTREAL /CAN/ | $117.0K | 1,636 | 0.00% | 21q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $113.4K | 1,587 | 0.01% | 4q | +6512.5%+$111.7K |
| Betterment LLC | $107.3K | 1,500,675 | 0.18% | 19q | +1.0%+$1.1K |
| Allworth Financial LP | $100.7K | 1,408 | 0.00% | 17q | HELD |
| SBI Securities Co., Ltd. | $97.2K | 1,360 | 0.00% | 7q | HELD |
| Continuum Advisory, LLC | $90.1K | 1,260 | 0.01% | new | NEW |
| Larson Financial Group LLC | $87.5K | 1,224 | 0.00% | 9q | -14.0%-$14.2K |
| MATHER GROUP, LLC. | $85.0K | 1,189 | 0.00% | 2q | HELD |
| Parallel Advisors, LLC | $67.2K | 940 | 0.00% | 22q | HELD |
Showing the largest 100 of 162 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 | 155 | $2.3B | 32,646,092 | 24 | 42 | 41 | 0.0% |
| Q1 2026 | 142 | $2.0B | 33,807,616 | 23 | 43 | 35 | 0.0% |
| Q4 2025 | 139 | $2.1B | 34,466,582 | 27 | 39 | 37 | 0.0% |
| Q3 2025 | 126 | $2.2B | 36,069,249 | 23 | 31 | 38 | 0.0% |
| Q2 2025 | 115 | $2.0B | 37,575,319 | 17 | 35 | 35 | 0.0% |
| Q1 2025 | 111 | $1.7B | 37,061,754 | 10 | 35 | 43 | 0.0% |
| Q4 2024 | 123 | $1.9B | 36,892,504 | 19 | 34 | 35 | 0.0% |
| Q3 2024 | 115 | $1.8B | 37,009,730 | 13 | 29 | 37 | 0.0% |
| Q2 2024 | 123 | $1.7B | 36,751,839 | 19 | 24 | 41 | 0.1% |
| Q1 2024 | 116 | $1.8B | 37,738,271 | 18 | 31 | 30 | 0.0% |
| Q4 2023 | 115 | $1.7B | 36,256,796 | 16 | 22 | 41 | 0.0% |
| Q3 2023 | 106 | $1.4B | 35,672,574 | 13 | 27 | 32 | 0.0% |
| Q2 2023 | 101 | $1.6B | 35,091,156 | 7 | 30 | 27 | 0.1% |
| Q1 2023 | 103 | $1.4B | 33,718,227 | 13 | 36 | 29 | 0.0% |
| Q4 2022 | 99 | $1.3B | 32,731,125 | 14 | 21 | 45 | 0.0% |
| Q3 2022 | 124 | $1.3B | 32,986,716 | 16 | 41 | 37 | 0.0% |
| Q2 2022 | 121 | $1.3B | 32,374,618 | 12 | 38 | 44 | 0.0% |
| Q1 2022 | 135 | $1.6B | 30,705,307 | 14 | 49 | 40 | 0.0% |
| Q4 2021 | 162 | $1.6B | 27,943,297 | 29 | 48 | 34 | 0.0% |
| Q3 2021 | 135 | $1.5B | 25,061,498 | 25 | 50 | 30 | 0.0% |
| Q2 2021 | 120 | $1.7B | 25,792,316 | 26 | 55 | 20 | 0.0% |
| Q1 2021 | 102 | $1.7B | 24,675,139 | 37 | 31 | 19 | 0.0% |
| Q4 2020 | 69 | $1.6B | 27,453,873 | 17 | 30 | 13 | 0.0% |
| Q3 2020 | 53 | $1.1B | 24,868,847 | 13 | 20 | 11 | 0.0% |
| Q2 2020 | 46 | $949.8M | 25,512,771 | 16 | 16 | 9 | 0.0% |
| Q1 2020 | 35 | $441.4M | 15,496,738 | 11 | 18 | 2 | 0.0% |
| Q4 2019 | 29 | $92.7M | 2,567,067 | 7 | 10 | 3 | 0.0% |
| Q3 2019 | 21 | $55.2M | 1,665,294 | 8 | 9 | 1 | 0.0% |
| Q2 2019 | 15 | $37.2M | 1,116,824 | 8 | 4 | 0 | 0.0% |
| Q1 2019 | 8 | $1.4M | 44,101 | 8 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $3.6M | 136,356 | 0 | 0 | 0 | 0.0% |