# SPDR SERIES TRUST (SMLV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SMLV/

- Reporting holders: 4
- Reported value: $9.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $5.5M | 36,590 | 4.0% | 3 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $2.8M | 18,363 | 1.0% | 28 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $1.1M | 7,541 | 0.3% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.9K | 59 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $9.4M |
| Q2 2026 | 100 | $171.9M |
| Q1 2026 | 95 | $124.0M |
| Q4 2025 | 94 | $104.4M |
| Q3 2025 | 91 | $98.5M |
| Q2 2025 | 86 | $98.8M |
| Q1 2025 | 84 | $94.9M |
| Q4 2024 | 87 | $107.0M |
| Q3 2024 | 79 | $93.7M |
| Q2 2024 | 80 | $86.3M |
| Q1 2024 | 75 | $91.6M |
| Q4 2023 | 75 | $93.7M |