SPDR SERIES TRUST (PSK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
149
Reporting holders
$378.2M
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $43.7M | 1,430,073 | 0.01% | 31q | -48.1%-$40.5M |
| MORGAN STANLEY | $34.2M | 1,120,402 | 0.00% | 35q | +5.2%+$1.7M |
| ROYAL BANK OF CANADA | $30.4M | 997,077 | 0.00% | 31q | +11.7%+$3.2M |
| Bank of New York Mellon Corp | $24.5M | 803,593 | 0.00% | 9q | -5.8%-$1.5M |
| State of Wisconsin - Board of Commissioners of Public Lands | $23.8M | 780,643 | 15.60% | 14q | HELD |
| CNO Financial Group, Inc. | $21.4M | 700,000 | 12.24% | 18q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $19.1M | 624,490 | 0.00% | 31q | +3.8%+$701.5K |
| RAYMOND JAMES FINANCIAL INC | $13.2M | 433,914 | 0.00% | 7q | +8.8%+$1.1M |
| LPL Financial LLC | $12.7M | 416,658 | 0.00% | 31q | -6.3%-$848.7K |
| Sage Advisory Services, Ltd.Co. | $11.4M | 372,859 | 5.60% | 26q | +7.9%+$835.3K |
| Lido Advisors, LLC | $8.1M | 266,836 | 0.02% | 30q | -1.3%-$103.5K |
| UBS Group AG | $8.1M | 265,320 | 0.00% | 31q | +3.3%+$262.5K |
| BANK OF AMERICA CORP /DE/ | $7.8M | 257,022 | 0.00% | 31q | -0.9%-$73.8K |
| United Asset Strategies, Inc. | $7.7M | 250,574 | 0.54% | new | NEW |
| TRUIST FINANCIAL CORP | $5.4M | 176,067 | 0.01% | 27q | +2.1%+$112.5K |
| Checchi Capital Advisers, LLC | $5.3M | 174,253 | 0.24% | 3q | HELD |
| Twelve Points Wealth Management LLC | $5.0M | 164,235 | 1.00% | 19q | +23.0%+$938.0K |
| Cetera Investment Advisers | $4.3M | 141,343 | 0.00% | 10q | -34.2%-$2.2M |
| Crews Bank & Trust | $4.2M | 138,140 | 0.55% | 7q | HELD |
| Sound Income Strategies, LLC | $4.1M | 134,336 | 0.18% | 31q | -1.9%-$78.2K |
| &PARTNERS | $4.0M | 131,391 | 0.02% | 8q | +0.9%+$36.9K |
| Ameritas Advisory Services, LLC | $3.7M | 122,711 | 0.08% | 12q | +99.8%+$1.9M |
| PNC Financial Services Group, Inc. | $3.6M | 116,605 | 0.00% | 31q | +3.3%+$113.1K |
| Rosenberg Matthew Hamilton | $3.5M | 114,610 | 0.65% | 25q | +12.0%+$375.7K |
| Allworth Financial LP | $3.4M | 111,472 | 0.01% | 31q | -7.1%-$258.4K |
| Midwest Trust Co | $3.4M | 110,380 | 0.04% | 5q | HELD |
| Shulman DeMeo Asset Management LLC | $3.2M | 105,421 | 0.60% | 19q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.8M | 93,171 | 0.00% | 9q | -5.2%-$155.8K |
| Sixth Street Partners Management Company, L.P. | $2.8M | 93,171 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 86,975 | 0.00% | 7q | +0.9%+$23.5K |
| Investors Research Corp | $2.6M | 84,470 | 0.46% | 29q | -4.9%-$133.5K |
| AMERIPRISE FINANCIAL INC | $2.4M | 79,494 | 0.00% | 31q | -50.5%-$2.5M |
| ST GERMAIN D J CO INC | $2.4M | 78,175 | 0.09% | 30q | -2.8%-$68.7K |
| Voya Financial Advisors, Inc. | $2.1M | 67,137 | 0.18% | 9q | +20.3%+$346.0K |
| Artemis Wealth Advisors, LLC | $1.9M | 31,041 | 0.12% | 17q | +185.7%+$1.3M |
| Aspetuck Financial Management LLC | $1.7M | 55,905 | 1.00% | 7q | HELD |
| Orion Porfolio Solutions, LLC | $1.6M | 53,187 | 0.01% | 14q | -0.7%-$11.8K |
| Crestwood Advisors Group, LLC | $1.5M | 50,729 | 0.02% | 12q | HELD |
| DEUTSCHE BANK AG\ | $1.5M | 48,275 | 0.00% | 5q | HELD |
| JPMORGAN CHASE & CO | $1.5M | 48,155 | 0.00% | 14q | +29.9%+$339.4K |
| Rockefeller Capital Management L.P. | $1.4M | 44,396 | 0.00% | 8q | -2.0%-$27.9K |
| OSAIC HOLDINGS, INC. | $1.3M | 41,597 | 0.00% | 26q | +3.7%+$45.9K |
| Wealthspire Retirement, LLC | $1.3M | 41,389 | 0.07% | 27q | +2.3%+$28.6K |
| Private Advisor Group, LLC | $1.2M | 38,473 | 0.01% | 30q | -18.5%-$266.6K |
| Wealthcare Advisory Partners LLC | $1.2M | 37,743 | 0.02% | 27q | -6.3%-$76.9K |
| BANK OF MONTREAL /CAN/ | $1.1M | 36,789 | 0.00% | 31q | -6.9%-$83.0K |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | $1.0M | 33,027 | 0.79% | 12q | -13.0%-$150.9K |
| Provenance Wealth Advisors, LLC | $962.8K | 31,535 | 0.09% | 12q | HELD |
| Strategic Financial Concepts, LLC | $866.1K | 28,368 | 0.26% | 2q | +0.6%+$4.8K |
| Breachway Investments LLC | $854.1K | 27,975 | 1.29% | 3q | +17.8%+$129.3K |
| Foundations Investment Advisors, LLC | $853.7K | 27,962 | 0.01% | 5q | +265.3%+$620.0K |
| XML Financial, LLC | $822.5K | 26,939 | 0.06% | 27q | HELD |
| Walser Wealth Management Company, A Ltd Liability Co | $808.8K | 26,493 | 0.34% | new | NEW |
| NewEdge Advisors, LLC | $807.2K | 26,441 | 0.00% | 21q | +23.5%+$153.5K |
| Fifth Third Securities, Inc. | $693.7K | 22,722 | 0.04% | 10q | +5.8%+$38.3K |
| FULTON BREAKEFIELD BROENNIMAN LLC | $689.8K | 22,593 | 0.04% | 7q | -11.4%-$89.1K |
| NBT BANK, N.A. | $669.1K | 21,916 | 0.04% | 13q | HELD |
| Cornerstone Financial Group, LLC /NE/ | $632.9K | 20,731 | 0.39% | 7q | +1.0%+$6.3K |
| MML INVESTORS SERVICES, LLC | $572.5K | 18,751 | 0.00% | 31q | +10.8%+$55.8K |
| Pure Financial Advisors, LLC | $530.5K | 17,376 | 0.01% | 18q | -26.6%-$192.1K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $508.9K | 16,669 | 0.07% | 3q | -11.4%-$65.2K |
| Atlas Private Wealth Advisors | $474.2K | 15,532 | 0.10% | 11q | -34.2%-$246.4K |
| US BANCORP \DE\ | $457.4K | 14,983 | 0.00% | 31q | +3.1%+$13.7K |
| Camarda Financial Advisors, LLC | $448.9K | 14,704 | 0.14% | 4q | +8.0%+$33.1K |
| CGN Advisors LLC | $441.7K | 14,469 | 0.03% | 18q | -11.6%-$58.1K |
| Hilton Capital Management, LLC | $423.1K | 13,860 | 0.03% | new | NEW |
| Sequent Planning LLC | $422.8K | 13,848 | 0.09% | 10q | +13.2%+$49.2K |
| FIFTH THIRD BANCORP | $421.1K | 13,793 | 0.00% | 2q | -4.4%-$19.3K |
| JONES FINANCIAL COMPANIES LLLP | $391.4K | 12,842 | 0.00% | 10q | +52.6%+$134.9K |
| Inscription Capital, LLC | $384.5K | 12,595 | 0.03% | 14q | -3.6%-$14.3K |
| Wedmont Private Capital | $383.2K | 12,604 | 0.01% | 11q | +1.8%+$6.6K |
| Mariner, LLC | $382.7K | 12,535 | 0.00% | 16q | -43.6%-$295.3K |
| WealthPoint Financial, LLC | $381.7K | 12,504 | 0.28% | 3q | +53.1%+$132.4K |
| GREENLEAF TRUST | $367.7K | 12,044 | 0.00% | 5q | -58.1%-$510.2K |
| ALEXANDER LABRUNERIE & CO., INC. | $363.1K | 11,895 | 0.13% | 10q | -3.8%-$14.2K |
| ECLECTIC ASSOCIATES INC /ADV | $360.1K | 11,794 | 0.04% | 13q | HELD |
| PRIVATE TRUST CO NA | $349.5K | 11,448 | 0.03% | 17q | HELD |
| Plan Group Financial, LLC | $335.7K | 10,996 | 0.07% | new | NEW |
| JANE STREET GROUP, LLC | $335.6K | 10,993 | 0.00% | new | NEW |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $305.3K | 10,000 | 0.04% | 7q | HELD |
| Cerity Partners LLC | $287.1K | 9,404 | 0.00% | 2q | +5.8%+$15.7K |
| Gotham Asset Management, LLC | $280.2K | 9,177 | 0.00% | 5q | +18.7%+$44.1K |
| TD Capital Management LLC | $279.6K | 9,159 | 0.02% | 15q | HELD |
| Creative Planning | $264.5K | 8,664 | 0.00% | 4q | +1.1%+$2.9K |
| Bath Savings Trust Co | $257.1K | 8,422 | 0.03% | 24q | -57.8%-$352.3K |
| FORM Wealth Advisors, LLC | $254.0K | 8,319 | 0.03% | 5q | +1.7%+$4.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $249.3K | 8,166 | 0.00% | 13q | -88.4%-$1.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $248.4K | 8,136 | 0.00% | 18q | +1.6%+$3.8K |
| KEYBANK NATIONAL ASSOCIATION/OH | $247.3K | 8,100 | 0.00% | 16q | HELD |
| Stratos Wealth Partners, LTD. | $241.7K | 7,918 | 0.00% | 10q | HELD |
| Sharper & Granite LLC | $223.2K | 7,310 | 0.07% | 15q | HELD |
| Equitable Holdings, Inc. | $222.2K | 7,280 | 0.00% | 15q | +8.4%+$17.2K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $212.9K | 6,975 | 0.00% | 21q | -13.9%-$34.5K |
| Farther Finance Advisors, LLC | $185.4K | 6,074 | 0.00% | 6q | +19.8%+$30.6K |
| Geneos Wealth Management Inc. | $172.8K | 5,660 | 0.00% | 42q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $161.5K | 5,288 | 0.00% | 18q | -45.5%-$134.6K |
| Tradewinds Capital Management, LLC | $143.8K | 4,710 | 0.03% | 22q | -8.6%-$13.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $126.8K | 4,159 | 0.01% | 3q | +0.5% |
| Medallion Wealth Advisors, LLC | $114.0K | 3,735 | 0.04% | 7q | -30.4%-$49.8K |
| Napier Financial, LLC | $84.9K | 2,780 | 0.02% | 2q | HELD |
Showing the largest 100 of 155 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 | 149 | $378.2M | 12,353,791 | 17 | 46 | 44 | 0.0% |
| Q1 2026 | 155 | $411.7M | 13,365,862 | 16 | 40 | 53 | 0.0% |
| Q4 2025 | 163 | $415.8M | 13,085,895 | 16 | 49 | 55 | 0.1% |
| Q3 2025 | 154 | $428.3M | 12,952,850 | 12 | 40 | 60 | 0.0% |
| Q2 2025 | 156 | $465.3M | 14,639,759 | 9 | 48 | 57 | 0.1% |
| Q1 2025 | 161 | $456.0M | 14,070,574 | 12 | 50 | 46 | 0.1% |
| Q4 2024 | 172 | $455.8M | 13,832,276 | 20 | 54 | 47 | 0.0% |
| Q3 2024 | 160 | $442.7M | 12,427,157 | 19 | 53 | 40 | 0.0% |
| Q2 2024 | 154 | $329.8M | 9,827,566 | 19 | 53 | 37 | 0.0% |
| Q1 2024 | 155 | $329.7M | 9,455,054 | 16 | 36 | 53 | 0.0% |
| Q4 2023 | 165 | $338.9M | 10,107,302 | 23 | 44 | 56 | 0.0% |
| Q3 2023 | 160 | $340.8M | 10,472,910 | 12 | 33 | 57 | 0.2% |
| Q2 2023 | 170 | $323.3M | 9,627,978 | 19 | 42 | 59 | 0.3% |
| Q1 2023 | 173 | $385.7M | 11,344,964 | 19 | 60 | 48 | 0.2% |
| Q4 2022 | 162 | $335.9M | 10,316,295 | 30 | 53 | 43 | 0.0% |
| Q3 2022 | 190 | $392.6M | 11,259,718 | 20 | 58 | 59 | 0.0% |
| Q2 2022 | 200 | $399.5M | 11,141,697 | 32 | 62 | 63 | 0.0% |
| Q1 2022 | 194 | $417.3M | 10,706,070 | 16 | 65 | 70 | 0.0% |
| Q4 2021 | 227 | $566.3M | 13,230,850 | 23 | 67 | 78 | 0.0% |
| Q3 2021 | 208 | $651.4M | 14,987,945 | 15 | 84 | 48 | 0.0% |
| Q2 2021 | 207 | $663.0M | 15,008,376 | 28 | 86 | 41 | 0.0% |
| Q1 2021 | 198 | $517.4M | 11,914,659 | 23 | 73 | 57 | 0.0% |
| Q4 2020 | 198 | $572.9M | 12,916,442 | 24 | 70 | 42 | 0.0% |
| Q3 2020 | 171 | $435.6M | 10,019,277 | 25 | 57 | 38 | 0.0% |
| Q2 2020 | 149 | $390.9M | 9,328,938 | 38 | 49 | 28 | 0.0% |
| Q1 2020 | 134 | $309.5M | 7,781,884 | 19 | 49 | 33 | 0.0% |
| Q4 2019 | 145 | $365.2M | 8,296,230 | 15 | 50 | 32 | 0.0% |
| Q3 2019 | 133 | $299.7M | 6,788,262 | 13 | 46 | 33 | 0.0% |
| Q2 2019 | 132 | $306.5M | 7,092,373 | 17 | 44 | 34 | 0.0% |
| Q1 2019 | 133 | $277.0M | 6,491,433 | 21 | 37 | 40 | 0.0% |
| Q4 2018 | 120 | $245.4M | 6,175,255 | 2 | 2 | 3 | 0.0% |