SPDR SERIES TRUST (QUS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
190
Reporting holders
$1.3B
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | $389.3M | 2,083,611 | 0.40% | 11q | +1.3%+$5.1M |
| SFMG, LLC | $104.8M | 560,714 | 6.31% | 28q | +3.5%+$3.6M |
| Tolleson Wealth Management, Inc. | $95.7M | 511,934 | 12.89% | 26q | -4.8%-$4.8M |
| LPL Financial LLC | $69.9M | 373,850 | 0.02% | 31q | +6.0%+$3.9M |
| Perennial Investment Advisors, LLC | $56.2M | 300,970 | 3.74% | 14q | -5.3%-$3.1M |
| ENVESTNET ASSET MANAGEMENT INC | $38.6M | 206,813 | 0.01% | 21q | -3.1%-$1.2M |
| BANK OF AMERICA CORP /DE/ | $38.4M | 205,402 | 0.00% | 31q | -6.8%-$2.8M |
| Howard Capital Management, LLC | $37.7M | 201,781 | 0.45% | new | NEW |
| BIP Wealth, LLC | $32.3M | 172,792 | 0.92% | 3q | +62.8%+$12.5M |
| Sage Mountain Advisors LLC | $31.1M | 166,196 | 1.91% | 23q | -1.1%-$341.2K |
| AMERIPRISE FINANCIAL INC | $30.1M | 161,121 | 0.01% | 29q | -60.5%-$46.1M |
| MORGAN STANLEY | $23.0M | 122,928 | 0.00% | 27q | -1.7%-$400.3K |
| McKinney Capital Management, LLC | $19.4M | 103,585 | 7.63% | new | NEW |
| Marotta Asset Management | $15.9M | 84,965 | 2.65% | 26q | +27.2%+$3.4M |
| Paul R. Ried Financial Group, LLC | $14.3M | 76,485 | 6.24% | 7q | +3.4%+$465.5K |
| Continuum Advisory, LLC | $14.0M | 75,092 | 1.13% | 31q | +2.2%+$296.9K |
| Great Point Wealth Advisors, LLC | $13.8M | 73,642 | 2.22% | 25q | -12.8%-$2.0M |
| American Money Management, LLC | $13.5M | 72,164 | 1.93% | 31q | +3.4%+$439.5K |
| ROYAL BANK OF CANADA | $12.4M | 66,548 | 0.00% | 31q | -1.2%-$145.0K |
| VAQUERO PRIVATE WEALTH, LTD | $11.8M | 62,881 | 2.42% | new | FIRST |
| Goodman Advisory Group, LLC | $11.2M | 59,982 | 2.58% | 19q | +7.6%+$792.3K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $10.8M | 57,890 | 0.20% | new | NEW |
| ARQ WEALTH ADVISORS, LLC | $10.7M | 57,189 | 1.33% | 12q | +35.0%+$2.8M |
| Eagle Strategies LLC | $10.7M | 57,036 | 1.06% | 9q | -1.7%-$187.6K |
| Garrett Wealth Advisory Group, LLC | $10.0M | 53,368 | 1.53% | 25q | -6.1%-$648.0K |
| Hughes Financial Services, LLC | $8.0M | 42,984 | 1.06% | 7q | -1.3%-$107.4K |
| RAYMOND JAMES FINANCIAL INC | $7.4M | 39,763 | 0.00% | 7q | -8.1%-$655.7K |
| AlTi Global, Inc. | $7.4M | 39,752 | 0.15% | 9q | HELD |
| NewEdge Advisors, LLC | $7.1M | 38,014 | 0.02% | new | NEW |
| VISTA INVESTMENT MANAGEMENT | $7.0M | 37,265 | 2.09% | 28q | HELD |
| Quantinno Capital Management LP | $6.8M | 36,317 | 0.01% | 7q | +37.5%+$1.9M |
| Private Advisor Group, LLC | $6.5M | 34,838 | 0.03% | 14q | -87.0%-$43.6M |
| FIRST HAWAIIAN BANK | $5.0M | 26,815 | 0.63% | 29q | -12.4%-$712.5K |
| Cerity Partners LLC | $4.9M | 26,395 | 0.01% | 15q | -4.6%-$236.9K |
| Warner Group LLC | $4.8M | 25,637 | 1.18% | 4q | +98.7%+$2.4M |
| Midwest Financial Network, LLC | $4.8M | 25,439 | 3.25% | new | FIRST |
| Integrity Wealth Solutions LLC | $4.6M | 24,428 | 1.69% | 11q | -1.8%-$82.0K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $4.6M | 24,415 | 0.21% | 23q | -16.6%-$905.3K |
| CreativeOne Wealth, LLC | $4.0M | 21,465 | 0.09% | 16q | -13.1%-$603.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 21,091 | 0.00% | 31q | -1.4%-$56.8K |
| Essex Financial Services, Inc. | $3.7M | 19,854 | 0.18% | 9q | HELD |
| Kestra Advisory Services, LLC | $3.3M | 17,469 | 0.01% | 18q | +0.8%+$24.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.0M | 16,232 | 0.00% | 13q | +97.1%+$1.5M |
| Sharkey, Howes & Javer | $3.0M | 16,176 | 0.36% | 8q | -45.0%-$2.5M |
| FLAGSHIP HARBOR ADVISORS, LLC | $2.9M | 15,658 | 0.11% | 31q | HELD |
| Allred Capital Management, LLC | $2.6M | 14,014 | 0.86% | 15q | +27.4%+$563.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 12,523 | 0.00% | 12q | -62.6%-$4.0M |
| LBMC INVESTMENT ADVISORS, LLC | $2.3M | 12,199 | 0.12% | 21q | HELD |
| Versant Capital Management, Inc | $2.2M | 11,873 | 0.20% | 12q | HELD |
| Cetera Investment Advisers | $2.1M | 11,124 | 0.00% | 15q | +7.5%+$144.8K |
| Goldstein Advisors, LLC | $2.0M | 10,661 | 0.18% | 15q | -0.7%-$13.6K |
| Ethic Inc. | $1.9M | 10,068 | 0.02% | 2q | +6.7%+$117.5K |
| NWAM LLC | $1.7M | 9,169 | 0.09% | 5q | -10.8%-$207.2K |
| SENTINEL PENSION ADVISORS, LLC | $1.6M | 8,712 | 0.21% | 27q | HELD |
| Stratos Wealth Partners, LTD. | $1.6M | 8,554 | 0.02% | 16q | -5.4%-$90.8K |
| Selby Wealth Management, LLC | $1.6M | 8,548 | 0.57% | 3q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $1.6M | 8,435 | 0.11% | 26q | -37.4%-$943.5K |
| Riverpoint Wealth Management Holdings, LLC | $1.5M | 8,196 | 0.28% | 11q | +0.6%+$8.4K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $1.5M | 7,987 | 0.04% | 26q | HELD |
| Cornerstone Wealth Management, LLC | $1.4M | 7,572 | 0.06% | 25q | +4.0%+$54.2K |
| Corient Private Wealth LP | $1.4M | 7,465 | 0.00% | 7q | +171.2%+$880.5K |
| GTS SECURITIES LLC | $1.3M | 7,157 | 0.03% | new | NEW |
| IFP Advisors, Inc | $1.3M | 6,772 | 0.02% | 28q | -5.2%-$69.0K |
| Strategic Financial Partners, Ltd. | $1.3M | 6,722 | 0.47% | 5q | -68.5%-$2.7M |
| Presper Financial Architects, LLC | $1.3M | 6,717 | 0.65% | 5q | -22.4%-$361.9K |
| NorthRock Partners, LLC | $1.2M | 6,601 | 0.02% | 6q | -2.6%-$32.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.2M | 6,434 | 0.01% | 14q | -14.4%-$202.9K |
| McAdam, LLC | $1.2M | 6,286 | 0.05% | 28q | -41.9%-$847.9K |
| SHEETS SMITH WEALTH MANAGEMENT | $1.2M | 6,269 | 0.12% | 31q | -0.5%-$6.0K |
| Wilkins Miller Wealth Management, LLC | $1.1M | 5,894 | 0.61% | 6q | -6.4%-$74.7K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $1.1M | 5,748 | 0.08% | 15q | -9.1%-$107.6K |
| JPMORGAN CHASE & CO | $1.0M | 5,584 | 0.00% | 11q | +40.4%+$298.9K |
| Compound Planning, Inc. | $1.0M | 5,410 | 0.03% | 5q | -0.8%-$8.0K |
| Dynamic Advisor Solutions LLC | $932.3K | 4,989 | 0.03% | 2q | HELD |
| Princeton Global Asset Management LLC | $928.7K | 4,970 | 0.13% | 26q | HELD |
| 1620 INVESTMENT ADVISORS, INC. | $906.0K | 4,848 | 0.56% | 19q | -8.4%-$82.6K |
| Merit Financial Group, LLC | $905.8K | 4,848 | 0.00% | 27q | +100.2%+$453.5K |
| NAPLES GLOBAL ADVISORS, LLC | $901.6K | 4,825 | 0.06% | 19q | HELD |
| Rockefeller Capital Management L.P. | $872.8K | 4,671 | 0.00% | new | NEW |
| KING LUTHER CAPITAL MANAGEMENT CORP | $836.0K | 4,474 | 0.00% | 14q | -1.3%-$11.2K |
| Apollon Financial, LLC | $834.3K | 4,465 | 0.10% | 8q | +2.6%+$21.5K |
| Alpha Zero LLC | $830.3K | 4,389 | 0.31% | 7q | HELD |
| VICUS CAPITAL | $791.3K | 4,235 | 0.05% | 15q | -2.8%-$23.2K |
| FMR LLC | $786.8K | 4,211 | 0.00% | 25q | +40.6%+$227.0K |
| VestGen Advisors, LLC | $761.8K | 4,077 | 0.02% | 6q | -1.9%-$14.9K |
| Spinnaker Investment Group, LLC | $760.1K | 4,068 | 0.12% | new | NEW |
| Abundance Wealth Counselors | $733.2K | 3,924 | 0.05% | new | NEW |
| ROCKLAND TRUST CO | $697.4K | 3,732 | 0.03% | 4q | -1.5%-$10.3K |
| GILPIN WEALTH MANAGEMENT, LLC | $674.8K | 3,611 | 0.47% | 3q | -1.1%-$7.5K |
| Equitable Holdings, Inc. | $660.8K | 3,536 | 0.00% | 2q | +46.4%+$209.5K |
| PRIVATE TRUST CO NA | $653.3K | 3,496 | 0.05% | 17q | HELD |
| Cullen/Frost Bankers, Inc. | $650.8K | 3,483 | 0.01% | 13q | HELD |
| Valtinson Bruner Financial Planning LLC | $647.0K | 3,463 | 0.16% | 31q | HELD |
| Opulen Financial Group LLC | $635.7K | 3,402 | 0.40% | 7q | +0.5%+$3.4K |
| Aptus Capital Advisors, LLC | $625.2K | 3,346 | 0.00% | 10q | HELD |
| Financial Guidance Group, Inc. | $625.2K | 3,346 | 0.23% | 18q | HELD |
| Avant Capital LLC | $621.3K | 3,325 | 0.39% | 15q | HELD |
| GeoWealth Management, LLC | $615.8K | 3,295 | 0.02% | 16q | HELD |
| SEVEN MILE ADVISORY | $609.4K | 3,261 | 0.41% | new | NEW |
| Sanctuary Advisors, LLC | $554.2K | 2,966 | 0.00% | 9q | HELD |
Showing the largest 100 of 192 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 | 190 | $1.3B | 6,967,598 | 17 | 39 | 58 | 0.0% |
| Q1 2026 | 188 | $1.2B | 6,988,511 | 27 | 34 | 63 | 0.0% |
| Q4 2025 | 176 | $1.3B | 7,224,488 | 8 | 48 | 55 | 0.0% |
| Q3 2025 | 178 | $1.3B | 7,360,552 | 19 | 36 | 58 | 0.0% |
| Q2 2025 | 166 | $1.3B | 7,937,913 | 15 | 58 | 47 | 0.0% |
| Q1 2025 | 158 | $1.2B | 7,497,486 | 15 | 40 | 44 | 0.0% |
| Q4 2024 | 158 | $1.4B | 8,740,153 | 17 | 41 | 48 | 0.0% |
| Q3 2024 | 146 | $1.0B | 6,384,978 | 13 | 37 | 52 | 0.0% |
| Q2 2024 | 147 | $676.5M | 4,587,665 | 15 | 42 | 51 | 0.0% |
| Q1 2024 | 147 | $737.3M | 5,065,591 | 22 | 42 | 43 | 0.0% |
| Q4 2023 | 132 | $560.1M | 4,239,037 | 18 | 30 | 48 | 0.0% |
| Q3 2023 | 119 | $495.8M | 4,108,285 | 10 | 35 | 39 | 0.0% |
| Q2 2023 | 116 | $483.3M | 3,930,696 | 9 | 33 | 39 | 0.0% |
| Q1 2023 | 113 | $483.1M | 4,208,775 | 15 | 29 | 42 | 0.0% |
| Q4 2022 | 101 | $423.3M | 3,837,587 | 20 | 19 | 41 | 0.0% |
| Q3 2022 | 106 | $640.6M | 6,313,162 | 12 | 34 | 29 | 0.0% |
| Q2 2022 | 110 | $645.7M | 5,985,262 | 6 | 31 | 43 | 0.0% |
| Q1 2022 | 116 | $753.0M | 6,067,379 | 11 | 29 | 44 | 0.0% |
| Q4 2021 | 118 | $807.9M | 6,192,135 | 8 | 31 | 39 | 0.0% |
| Q3 2021 | 103 | $675.9M | 5,661,290 | 13 | 33 | 27 | 0.0% |
| Q2 2021 | 95 | $682.2M | 5,706,433 | 7 | 31 | 32 | 0.0% |
| Q1 2021 | 100 | $646.4M | 5,841,895 | 13 | 35 | 34 | 0.0% |
| Q4 2020 | 96 | $609.8M | 5,836,079 | 10 | 26 | 34 | 0.0% |
| Q3 2020 | 93 | $528.0M | 5,587,280 | 8 | 28 | 36 | 0.0% |
| Q2 2020 | 95 | $538.3M | 6,024,690 | 19 | 39 | 24 | 0.0% |
| Q1 2020 | 88 | $402.7M | 5,276,154 | 24 | 30 | 22 | 0.0% |
| Q4 2019 | 82 | $400.3M | 4,222,151 | 16 | 35 | 14 | 0.0% |
| Q3 2019 | 65 | $285.6M | 3,220,421 | 13 | 29 | 17 | 0.0% |
| Q2 2019 | 55 | $199.5M | 2,312,478 | 11 | 26 | 11 | 0.0% |
| Q1 2019 | 46 | $107.5M | 1,288,469 | 13 | 20 | 9 | 0.0% |
| Q4 2018 | 35 | $55.1M | 747,131 | 2 | 2 | 0 | 0.0% |