SPDR SERIES TRUST (SJNK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
384
Reporting holders
$3.1B
Reported value
0.0%
Held as options
+11
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 |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $432.5M | 17,312,814 | 0.09% | 31q | -50.9%-$448.3M |
| LPL Financial LLC | $192.1M | 7,676,050 | 0.04% | 31q | +10.9%+$18.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $170.7M | 6,818,664 | 3.69% | 14q | -1.0%-$1.8M |
| Bramshill Investments, LLC | $151.9M | 6,067,585 | 11.62% | new | NEW |
| WELLS FARGO & COMPANY/MN | $96.6M | 3,860,629 | 0.02% | 31q | -50.4%-$98.1M |
| Wealthfront Advisers LLC | $95.3M | 3,809,219 | 0.18% | 13q | -29.0%-$38.9M |
| NEUBERGER BERMAN GROUP LLC | $89.7M | 3,583,117 | 0.06% | 31q | HELD |
| RMG Wealth Management LLC | $87.9M | 3,534,764 | 9.07% | new | NEW |
| Clark Capital Management Group, Inc. | $78.0M | 3,116,460 | 0.43% | 13q | +2.8%+$2.1M |
| BANK OF AMERICA CORP /DE/ | $76.5M | 3,057,315 | 0.00% | 31q | +3.9%+$2.9M |
| ENVESTNET ASSET MANAGEMENT INC | $68.0M | 2,717,476 | 0.02% | 31q | +15.5%+$9.1M |
| MORGAN STANLEY | $62.9M | 2,511,516 | 0.00% | 35q | +12.6%+$7.0M |
| ASSETMARK, INC | $61.2M | 2,446,024 | 0.11% | 31q | -1.2%-$739.2K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $51.6M | 2,061,130 | 0.98% | 18q | +4.7%+$2.3M |
| Nuveen, LLC | $45.4M | 1,815,513 | 0.01% | 2q | HELD |
| SIGMA INVESTMENT COUNSELORS INC | $42.1M | 1,681,734 | 2.05% | 31q | +1.3%+$547.6K |
| Berkshire Money Management, Inc. | $42.1M | 1,681,386 | 3.85% | 19q | HELD |
| UBS Group AG | $39.2M | 1,566,179 | 0.00% | 31q | +13.6%+$4.7M |
| Arax Advisory Partners | $34.1M | 1,361,510 | 0.23% | 3q | +178341.7%+$34.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $32.9M | 1,314,467 | 0.48% | 31q | -11.6%-$4.3M |
| DAVENPORT & Co LLC | $32.4M | 1,293,105 | 0.16% | 19q | -5.1%-$1.7M |
| CAPSTONE INVESTMENT ADVISORS, LLC | $27.8M | 1,110,001 | 0.05% | new | NEW |
| ANGELES WEALTH MANAGEMENT, LLC | $27.7M | 1,106,976 | 1.27% | 18q | +1.7%+$466.1K |
| Aristotle Pacific Capital, LLC | $26.9M | 1,073,016 | 12.78% | 17q | +527.4%+$22.6M |
| Essex LLC | $25.2M | 1,006,633 | 3.82% | 20q | +17.3%+$3.7M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $25.0M | 1,000,000 | 0.04% | 14q | HELD |
| STIFEL FINANCIAL CORP | $24.4M | 974,731 | 0.02% | 31q | +19.2%+$3.9M |
| AMERICAN CENTURY COMPANIES INC | $22.6M | 903,480 | 0.01% | 18q | -1.9%-$432.7K |
| Bank of New York Mellon Corp | $21.8M | 872,767 | 0.00% | 31q | -7.6%-$1.8M |
| Allspring Global Investments Holdings, LLC | $21.7M | 869,306 | 0.03% | 5q | HELD |
| Cetera Investment Advisers | $21.5M | 857,762 | 0.02% | 23q | +20.1%+$3.6M |
| Merit Financial Group, LLC | $19.3M | 772,720 | 0.06% | 15q | +103.1%+$9.8M |
| Curran Financial Partners, LLC | $19.3M | 771,545 | 2.87% | 16q | +12.6%+$2.2M |
| 1832 Asset Management L.P. | $19.2M | 767,370 | 0.01% | 9q | +2.5%+$466.7K |
| Disciplined Investments, LLC | $19.2M | 766,030 | 3.10% | 27q | +116.5%+$10.3M |
| Employees' Retirement Fund of the City of Fort Worth | $17.4M | 693,800 | 6.20% | 15q | +16.8%+$2.5M |
| SHENKMAN CAPITAL MANAGEMENT INC | $17.0M | 668,051 | 2.36% | 12q | -66.6%-$33.9M |
| ROYAL BANK OF CANADA | $16.8M | 670,054 | 0.00% | 31q | +1.9%+$308.2K |
| HOWARD FINANCIAL SERVICES, LTD. | $16.8M | 670,023 | 1.67% | 15q | -10.0%-$1.9M |
| RAYMOND JAMES FINANCIAL INC | $16.6M | 663,463 | 0.00% | 7q | +12.0%+$1.8M |
| HighTower Advisors, LLC | $16.3M | 650,867 | 0.02% | 16q | +6.6%+$1.0M |
| Mason & Associates Inc | $15.9M | 634,715 | 2.57% | 6q | +0.6%+$99.5K |
| Kestra Advisory Services, LLC | $13.5M | 539,711 | 0.04% | 23q | +211.3%+$9.2M |
| Federation des caisses Desjardins du Quebec | $13.1M | 522,569 | 0.04% | 2q | -12.8%-$1.9M |
| Advisory Alpha, LLC | $13.0M | 518,155 | 0.32% | 6q | -2.1%-$272.5K |
| Equitable Holdings, Inc. | $12.9M | 515,686 | 0.08% | 27q | +8.5%+$1.0M |
| Sanctuary Advisors, LLC | $12.2M | 487,635 | 0.06% | 9q | +7.9%+$892.8K |
| TRUIST FINANCIAL CORP | $11.6M | 463,569 | 0.01% | 27q | -13.9%-$1.9M |
| JPMORGAN CHASE & CO | $11.6M | 463,095 | 0.00% | 31q | -1.9%-$225.2K |
| Cornerstone National Bank & Trust Co | $11.4M | 459,497 | 3.87% | 11q | -22.7%-$3.4M |
| OSAIC HOLDINGS, INC. | $10.8M | 430,989 | 0.01% | 26q | +3.4%+$353.6K |
| GUGGENHEIM CAPITAL LLC | $10.6M | 422,019 | 0.07% | 31q | +5.3%+$534.5K |
| State of New Jersey Common Pension Fund D | $10.0M | 400,000 | 0.03% | 21q | HELD |
| Union Bancaire Privee, UBP SA | $9.9M | 396,680 | 0.11% | 7q | +82.7%+$4.5M |
| FULTON BREAKEFIELD BROENNIMAN LLC | $9.8M | 390,591 | 0.58% | 28q | -1.5%-$150.6K |
| RiverFront Investment Group, LLC | $9.4M | 377,194 | 0.12% | 5q | -1.2%-$116.7K |
| Caldwell Trust Co | $9.2M | 368,607 | 0.75% | 27q | -1.5%-$144.4K |
| NOMURA ASSET MANAGEMENT CO LTD | $9.2M | 367,424 | 0.02% | 19q | -7.4%-$735.4K |
| Certified Advisory Corp | $9.1M | 362,573 | 0.73% | 14q | +4.5%+$387.3K |
| TD PRIVATE CLIENT WEALTH LLC | $9.0M | 360,371 | 0.17% | 22q | +33.8%+$2.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.9M | 358,418 | 0.01% | 7q | HELD |
| Waterloo Capital, L.P. | $8.9M | 354,627 | 0.50% | 11q | +4.2%+$355.7K |
| IRONWOOD WEALTH MANAGEMENT, INC. | $8.8M | 354,250 | 3.73% | 16q | +8.0%+$651.2K |
| Lebenthal Global Advisors, LLC | $8.7M | 348,842 | 1.18% | 14q | +11.0%+$864.5K |
| &PARTNERS | $8.6M | 344,531 | 0.04% | 10q | +5.7%+$462.3K |
| OLD MISSION CAPITAL LLC | $8.5M | 340,516 | 0.14% | new | NEW |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $8.4M | 337,227 | 0.99% | 31q | +3.6%+$296.6K |
| AA Financial Advisors, LLC | $8.4M | 334,635 | 1.01% | 11q | +7.5%+$582.1K |
| ZEGA Investments, LLC | $8.3M | 333,266 | 0.86% | 7q | -1.1%-$89.9K |
| Clearstead Advisors, LLC | $8.2M | 329,510 | 0.08% | 12q | +94045.7%+$8.2M |
| Crabel Capital Management, LLC | $8.2M | 327,284 | 5.98% | new | NEW |
| Mutual Advisors, LLC | $8.1M | 324,941 | 0.15% | 5q | +15.7%+$1.1M |
| NewEdge Advisors, LLC | $7.8M | 310,422 | 0.02% | 17q | +28.7%+$1.7M |
| Sharper & Granite LLC | $7.5M | 300,650 | 2.33% | 15q | +7.0%+$492.9K |
| Sumitomo Mitsui Trust Group, Inc. | $7.5M | 300,000 | 0.00% | 5q | -27.7%-$2.9M |
| AXXCESS WEALTH MANAGEMENT, LLC | $7.5M | 298,963 | 0.12% | 19q | +2764.2%+$7.2M |
| Global Assets Advisory, LLC | $7.2M | 289,753 | 1.57% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.8M | 272,631 | 0.00% | 31q | +3.7%+$243.5K |
| Financial Management, Inc. | $6.8M | 271,280 | 5.57% | 3q | +16.6%+$968.9K |
| SAM Advisors, LLC | $6.6M | 265,141 | 1.81% | 13q | +4.1%+$262.7K |
| DEUTSCHE BANK AG\ | $6.5M | 260,000 | 0.00% | 9q | HELD |
| Missouri Trust & Investment Co | $6.4M | 256,793 | 1.73% | 19q | +3.1%+$189.5K |
| MOULTON WEALTH MANAGEMENT, INC | $6.1M | 245,850 | 4.02% | 2q | +32.7%+$1.5M |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $6.0M | 241,592 | 0.41% | 25q | -2.0%-$122.5K |
| Financial Partners Group, Inc | $6.0M | 241,585 | 0.61% | 15q | -8.7%-$574.3K |
| PERSPECTIVE WEALTH ADVISORS LLC | $5.9M | 234,611 | 3.23% | 3q | -31.0%-$2.6M |
| Mezzasalma Advisors, LLC | $5.8M | 233,377 | 1.17% | new | NEW |
| Tower Research Capital LLC (TRC) | $5.8M | 232,346 | 0.14% | new | NEW |
| Sound Income Strategies, LLC | $5.7M | 226,997 | 0.26% | 24q | -2.2%-$125.5K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $5.6M | 225,384 | 0.06% | 31q | +10.2%+$520.0K |
| Steward Partners Investment Advisory, LLC | $5.5M | 220,192 | 0.03% | 31q | +6.2%+$321.8K |
| MML INVESTORS SERVICES, LLC | $5.2M | 208,769 | 0.01% | 28q | +38.1%+$1.4M |
| Echo45 Advisors LLC | $5.2M | 207,676 | 2.68% | 19q | +4.9%+$244.1K |
| Sowell Financial Services LLC | $5.0M | 199,772 | 0.16% | 16q | +16.4%+$704.0K |
| Private Advisor Group, LLC | $5.0M | 199,700 | 0.02% | 25q | +106.0%+$2.6M |
| World Investment Advisors | $5.0M | 199,554 | 0.08% | 9q | HELD |
| Benchmark Financial, LLC | $5.0M | 198,189 | 4.04% | 3q | +2.4%+$116.9K |
| Creative Planning | $4.9M | 197,365 | 0.00% | 31q | HELD |
| BayBridge Capital Group, LLC | $4.9M | 196,703 | 2.57% | 11q | +22.0%+$889.1K |
| Mariner, LLC | $4.8M | 192,592 | 0.01% | 17q | -47.9%-$4.4M |
Showing the largest 100 of 398 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 | 384 | $3.1B | 124,826,906 | 39 | 152 | 101 | 0.0% |
| Q1 2026 | 373 | $3.3B | 131,861,252 | 34 | 139 | 126 | 0.0% |
| Q4 2025 | 396 | $2.9B | 116,283,589 | 40 | 147 | 118 | 0.0% |
| Q3 2025 | 382 | $3.1B | 122,226,526 | 37 | 148 | 91 | 0.0% |
| Q2 2025 | 372 | $3.1B | 120,612,948 | 45 | 128 | 119 | 0.0% |
| Q1 2025 | 354 | $3.2B | 126,343,745 | 42 | 153 | 85 | 0.1% |
| Q4 2024 | 359 | $3.1B | 121,525,845 | 42 | 136 | 89 | 0.1% |
| Q3 2024 | 332 | $2.8B | 107,719,426 | 26 | 129 | 101 | 0.0% |
| Q2 2024 | 331 | $2.8B | 110,271,463 | 38 | 109 | 111 | 0.0% |
| Q1 2024 | 319 | $2.8B | 112,011,456 | 28 | 132 | 94 | 0.0% |
| Q4 2023 | 327 | $2.5B | 97,902,357 | 41 | 108 | 117 | 0.0% |
| Q3 2023 | 306 | $2.2B | 91,109,443 | 26 | 105 | 108 | 0.1% |
| Q2 2023 | 304 | $2.2B | 89,333,647 | 47 | 115 | 91 | 0.0% |
| Q1 2023 | 278 | $1.8B | 70,412,370 | 31 | 84 | 113 | 0.0% |
| Q4 2022 | 284 | $1.9B | 76,649,495 | 68 | 87 | 82 | 0.6% |
| Q3 2022 | 291 | $1.7B | 72,406,958 | 32 | 100 | 105 | 0.5% |
| Q2 2022 | 303 | $2.3B | 94,614,946 | 31 | 86 | 120 | 0.1% |
| Q1 2022 | 325 | $2.4B | 90,256,505 | 24 | 103 | 132 | 0.0% |
| Q4 2021 | 364 | $2.7B | 98,443,649 | 43 | 153 | 73 | 0.0% |
| Q3 2021 | 327 | $3.2B | 117,050,387 | 31 | 119 | 107 | 0.0% |
| Q2 2021 | 327 | $3.6B | 129,576,825 | 36 | 155 | 67 | 0.0% |
| Q1 2021 | 313 | $2.9B | 105,215,617 | 62 | 128 | 64 | 0.0% |
| Q4 2020 | 283 | $2.5B | 91,391,733 | 42 | 81 | 88 | 0.0% |
| Q3 2020 | 250 | $2.2B | 86,006,805 | 44 | 91 | 70 | 0.0% |
| Q2 2020 | 231 | $2.0B | 80,992,539 | 49 | 72 | 78 | 0.0% |
| Q1 2020 | 233 | $1.8B | 75,772,677 | 20 | 73 | 105 | 0.1% |
| Q4 2019 | 276 | $2.4B | 87,778,616 | 31 | 86 | 99 | 0.0% |
| Q3 2019 | 253 | $2.2B | 80,792,204 | 40 | 98 | 70 | 0.0% |
| Q2 2019 | 249 | $1.7B | 60,842,944 | 24 | 91 | 90 | 0.1% |
| Q1 2019 | 270 | $1.7B | 62,522,948 | 40 | 99 | 84 | 0.0% |
| Q4 2018 | 253 | $1.1B | 43,464,554 | 3 | 7 | 10 | 0.0% |