SPDR SERIES TRUST (ONEV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
79
Reporting holders
$195.9M
Reported value
0.0%
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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | $34.8M | 243,256 | 0.93% | 26q | -31.5%-$16.0M |
| LPL Financial LLC | $29.9M | 209,092 | 0.01% | 29q | -20.2%-$7.6M |
| Alaska Permanent Fund Corp | $23.4M | 158,073 | 1.62% | 25q | -89.6%-$202.1M |
| OSAIC HOLDINGS, INC. | $10.0M | 69,769 | 0.01% | 26q | +10.7%+$968.5K |
| Berkeley, Inc | $7.6M | 53,132 | 2.39% | 23q | +2.3%+$172.7K |
| Cetera Investment Advisers | $6.4M | 44,732 | 0.01% | 18q | -2.8%-$186.8K |
| Dynamic Advisor Solutions LLC | $6.2M | 43,231 | 0.18% | 6q | -1.0%-$62.1K |
| Provident Wealth Management, LLC | $6.0M | 41,601 | 1.53% | 18q | +2.4%+$138.9K |
| Equitable Holdings, Inc. | $5.0M | 35,184 | 0.03% | 27q | -4.1%-$213.6K |
| GOLDMAN SACHS GROUP INC | $4.8M | 33,435 | 0.00% | 5q | +13.9%+$585.1K |
| Fifth Third Securities, Inc. | $4.7M | 32,573 | 0.27% | 10q | +8.0%+$346.6K |
| BANK OF AMERICA CORP /DE/ | $3.7M | 25,671 | 0.00% | 31q | -2.0%-$76.4K |
| Ausdal Financial Partners, Inc. | $3.7M | 25,595 | 0.14% | 18q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.5M | 24,166 | 0.00% | 21q | -12.5%-$495.6K |
| Proactive Wealth Strategies LLC | $3.3M | 23,042 | 0.53% | 8q | HELD |
| Gotham Asset Management, LLC | $2.8M | 19,266 | 0.01% | 8q | HELD |
| RAYMOND JAMES FINANCIAL INC | $2.7M | 19,001 | 0.00% | 7q | -2.8%-$77.3K |
| Stratos Wealth Advisors, LLC | $2.3M | 16,319 | 0.13% | 29q | +2.5%+$57.1K |
| Mariner, LLC | $2.3M | 16,183 | 0.00% | 11q | +17.7%+$347.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 14,603 | 0.00% | 23q | -4.0%-$87.8K |
| Ameritas Advisory Services, LLC | $1.8M | 12,719 | 0.04% | 12q | -35.2%-$990.5K |
| HF Advisory Group, LLC | $1.8M | 12,693 | 0.56% | 15q | +6.8%+$115.3K |
| PNC Financial Services Group, Inc. | $1.7M | 12,011 | 0.00% | 31q | HELD |
| SOA Wealth Advisors, LLC. | $1.7M | 11,855 | 0.29% | 15q | +15.0%+$221.7K |
| 21 West Wealth Management LLC | $1.6M | 11,302 | 1.38% | 5q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.5M | 10,312 | 0.07% | 17q | -34.3%-$769.1K |
| Avant Capital LLC | $1.3M | 9,233 | 0.83% | 15q | -5.4%-$76.0K |
| NewEdge Advisors, LLC | $1.3M | 8,996 | 0.00% | 10q | +1.1%+$13.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 8,884 | 0.00% | 5q | +111.1%+$669.0K |
| JONES FINANCIAL COMPANIES LLLP | $1.2M | 8,111 | 0.00% | 9q | +24.7%+$231.4K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 8,058 | 0.00% | 30q | -7.7%-$96.3K |
| Pacific Sun Financial Corp | $1.0M | 7,165 | 0.42% | 16q | +2.6%+$25.8K |
| Vise Technologies, Inc. | $878.4K | 6,140 | 0.01% | new | NEW |
| Financial Freedom, LLC | $841.3K | 5,880 | 0.39% | 15q | -21.9%-$235.4K |
| CALTON & ASSOCIATES, INC. | $808.1K | 5,649 | 0.12% | 5q | -5.2%-$44.8K |
| Diversify Advisory Services, LLC | $636.1K | 4,292 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $636.1K | 4,292 | 0.01% | 2q | +0.6%+$3.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $605.6K | 4,232 | 0.00% | new | NEW |
| BRIGHTON JONES LLC | $594.3K | 4,154 | 0.01% | 2q | HELD |
| Private Advisor Group, LLC | $537.6K | 3,758 | 0.00% | 9q | +121.8%+$295.3K |
| SMART Wealth LLC | $536.1K | 3,747 | 0.12% | 3q | +2.7%+$13.9K |
| ROYAL BANK OF CANADA | $510.0K | 3,571 | 0.00% | 20q | -1.8%-$9.6K |
| Focus Partners Advisor Solutions, LLC | $506.7K | 3,541 | 0.00% | 13q | HELD |
| Grey Fox Wealth Advisors, LLC | $450.8K | 3,151 | 0.07% | 15q | HELD |
| Fermata Advisors, LLC | $426.5K | 2,981 | 0.09% | 12q | HELD |
| CITADEL ADVISORS LLC | $421.9K | 2,949 | 0.00% | 3q | +80.3%+$187.8K |
| JANE STREET GROUP, LLC | $416.3K | 2,910 | 0.00% | new | NEW |
| RIA Advisory Group LLC | $408.7K | 2,857 | 0.09% | 9q | -3.3%-$13.7K |
| Argyle Capital Partners, LLC | $379.1K | 2,650 | 0.24% | 7q | HELD |
| FARMERS & MERCHANTS INVESTMENTS INC | $335.1K | 2,342 | 0.01% | 2q | HELD |
| Bank of New York Mellon Corp | $321.1K | 2,244 | 0.00% | 2q | +7.8%+$23.2K |
| Goldstein Advisors, LLC | $320.2K | 2,238 | 0.03% | 2q | +9.8%+$28.6K |
| Scarborough Advisors, LLC | $309.1K | 2,142 | 0.04% | 19q | HELD |
| Keystone Financial Services, LLC | $262.3K | 1,833 | 0.16% | 5q | +8.7%+$20.9K |
| WealthCare Investment Partners, LLC | $246.0K | 1,720 | 0.06% | 19q | -11.8%-$32.9K |
| PFG Advisors | $236.5K | 1,653 | 0.01% | 13q | -3.2%-$7.9K |
| NFSG Corp | $228.2K | 1,595 | 0.03% | 24q | -5.9%-$14.3K |
| ASPIRIANT, LLC | $200.1K | 1,399 | 0.00% | new | NEW |
| US BANCORP \DE\ | $190.2K | 1,329 | 0.00% | 18q | +16.1%+$26.3K |
| Tower Research Capital LLC (TRC) | $167.8K | 1,173 | 0.00% | 3q | -4.9%-$8.6K |
| Larson Financial Group LLC | $143.3K | 1,002 | 0.00% | 3q | +0.5% |
| Clearstead Advisors, LLC | $131.0K | 916 | 0.00% | 9q | +0.5% |
| Rockefeller Capital Management L.P. | $108.3K | 757 | 0.00% | 4q | HELD |
| Global Retirement Partners, LLC | $101.0K | 706 | 0.00% | 16q | +10.3%+$9.4K |
| UBS Group AG | $100.0K | 699 | 0.00% | 2q | +3783.3%+$97.4K |
| EverSource Wealth Advisors, LLC | $78.5K | 549 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $77.5K | 542 | 0.00% | 4q | HELD |
| FMR LLC | $73.0K | 510 | 0.00% | 15q | HELD |
| Integrated Wealth Concepts LLC | $67.2K | 470 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $49.8K | 348 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $45.4K | 317 | 0.00% | 2q | HELD |
| Allworth Financial LP | $35.8K | 250 | 0.00% | 3q | +13.1%+$4.1K |
| HARBOUR INVESTMENTS, INC. | $26.5K | 185 | 0.00% | 11q | HELD |
| Guardian Partners Inc. | $25.5K | 178 | 0.00% | new | NEW |
| MORGAN STANLEY | $25.2K | 176 | 0.00% | 11q | -8.3%-$2.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $7.6K | 53 | 0.00% | 9q | HELD |
| Dunhill Financial, LLC | $6.7K | 47 | 0.00% | 5q | HELD |
| Capital Analysts, LLC | $1.4K | 9,478 | 0.03% | 2q | -2.4% |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 8,336 | 0.00% | 30q | +138.6% |
| TSFG, LLC | $1.1K | 7,596 | 0.14% | 15q | -2.6% |
| HRT FINANCIAL LP | $551 | 3,852 | 0.00% | new | NEW |
| ASSETMARK, INC | $429 | 3 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $127 | 1 | 0.00% | 15q | -98.9%-$11.6K |
| HANTZ FINANCIAL SERVICES, INC. | $7 | 47 | 0.00% | 2q | HELD |
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 | 79 | $195.9M | 1,363,394 | 8 | 26 | 24 | 0.0% |
| Q1 2026 | 81 | $402.3M | 3,242,742 | 13 | 23 | 25 | 0.0% |
| Q4 2025 | 74 | $436.3M | 3,218,157 | 11 | 24 | 21 | 0.0% |
| Q3 2025 | 68 | $469.2M | 3,564,412 | 4 | 28 | 16 | 0.0% |
| Q2 2025 | 76 | $476.4M | 3,692,825 | 10 | 21 | 25 | 0.0% |
| Q1 2025 | 65 | $447.1M | 3,572,183 | 3 | 25 | 21 | 0.0% |
| Q4 2024 | 70 | $436.1M | 3,475,945 | 6 | 25 | 20 | 0.0% |
| Q3 2024 | 69 | $575.8M | 4,436,622 | 6 | 23 | 17 | 0.0% |
| Q2 2024 | 66 | $532.9M | 4,324,433 | 9 | 22 | 17 | 0.0% |
| Q1 2024 | 62 | $534.3M | 4,303,200 | 5 | 22 | 17 | 0.0% |
| Q4 2023 | 62 | $486.7M | 4,253,628 | 12 | 24 | 18 | 0.0% |
| Q3 2023 | 56 | $448.3M | 4,274,491 | 4 | 23 | 17 | 0.0% |
| Q2 2023 | 56 | $456.5M | 4,205,299 | 8 | 23 | 13 | 0.0% |
| Q1 2023 | 49 | $118.7M | 1,123,886 | 4 | 22 | 14 | 0.0% |
| Q4 2022 | 54 | $112.3M | 1,090,982 | 9 | 23 | 10 | 0.0% |
| Q3 2022 | 55 | $459.8M | 5,002,051 | 7 | 29 | 10 | 0.0% |
| Q2 2022 | 49 | $466.2M | 4,757,888 | 5 | 20 | 12 | 0.0% |
| Q1 2022 | 45 | $512.6M | 4,671,700 | 12 | 17 | 6 | 0.0% |
| Q4 2021 | 37 | $539.5M | 4,976,613 | 9 | 15 | 6 | 0.0% |
| Q3 2021 | 26 | $503.1M | 4,870,077 | 4 | 9 | 9 | 0.0% |
| Q2 2021 | 24 | $501.3M | 4,819,377 | 4 | 8 | 10 | 0.0% |
| Q1 2021 | 26 | $477.4M | 4,806,649 | 2 | 11 | 7 | 0.0% |
| Q4 2020 | 28 | $430.4M | 4,793,443 | 3 | 11 | 5 | 0.0% |
| Q3 2020 | 27 | $369.2M | 4,743,774 | 4 | 9 | 9 | 0.0% |
| Q2 2020 | 28 | $440.6M | 5,989,512 | 7 | 9 | 8 | 0.0% |
| Q1 2020 | 27 | $367.7M | 5,924,302 | 9 | 7 | 7 | 0.0% |
| Q4 2019 | 30 | $55.8M | 648,716 | 8 | 11 | 5 | 0.0% |
| Q3 2019 | 25 | $53.8M | 659,818 | 10 | 8 | 3 | 0.0% |
| Q2 2019 | 17 | $47.8M | 596,703 | 7 | 7 | 2 | 0.0% |
| Q1 2019 | 11 | $43.1M | 564,894 | 6 | 2 | 2 | 0.0% |
| Q4 2018 | 11 | $34.0M | 503,963 | 1 | 0 | 0 | 0.0% |