# SPDR SERIES TRUST (SPAB)

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

- Reporting holders: 28
- Reported value: $187.9M
- 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 |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $64.3M | 2,646,568 | 0.8% | 8 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $59.9M | 2,457,803 | 0.9% | 32 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $22.7M | 929,817 | 4.6% | 32 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $16.0M | 656,390 | 0.4% | 32 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $7.3M | 298,507 | 1.1% | 26 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $5.3M | 216,403 | 4.8% | 16 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $2.7M | 111,612 | 2.1% | 8 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $2.1M | 87,576 | 0.2% | 7 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $1.7M | 68,361 | 0.5% | 16 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $1.3M | 53,982 | 0.3% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $940.1K | 38,593 | 0.0% | 15 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $853.6K | 35,042 | 0.7% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $447.6K | 18,374 | 0.0% | 19 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $414.7K | 17,025 | 0.0% | 4 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $385.9K | 15,840 | 0.1% | 8 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $373.2K | 15,320 | 0.1% | 8 |
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $332.7K | 13,659 | 0.2% | 12 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $244.0K | 10,017 | 0.0% | 16 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $208.8K | 8,572 | 0.0% | 3 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $139.1K | 5,709 | 0.0% | 4 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $116.8K | 4,799 | 0.0% | 11 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $98.1K | 4,026 | 0.0% | 27 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $71.4K | 2,933 | 0.0% | 2 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $16.1K | 660 | 0.0% | 6 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $12.4K | 509 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $187.9M |
| Q2 2026 | 541 | $7.7B |
| Q1 2026 | 545 | $7.2B |
| Q4 2025 | 528 | $7.1B |
| Q3 2025 | 489 | $6.8B |
| Q2 2025 | 507 | $6.9B |
| Q1 2025 | 512 | $6.5B |
| Q4 2024 | 502 | $6.4B |
| Q3 2024 | 459 | $6.6B |
| Q2 2024 | 454 | $5.8B |
| Q1 2024 | 437 | $5.7B |
| Q4 2023 | 444 | $5.9B |