SPDR SERIES TRUST (SPAB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
520
Reporting holders
$6.9B
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $646.4M | 25,330,337 | 0.15% | 31q | +2.5%+$15.7M |
| EXCHANGE TRADED CONCEPTS, LLC | $496.5M | 19,454,264 | 1.13% | 4q | +171.7%+$313.7M |
| STATE STREET CORP | $370.7M | 14,524,976 | 0.01% | 31q | -7.9%-$31.8M |
| Cerity Partners LLC | $367.6M | 14,403,756 | 0.44% | 15q | +13.4%+$43.5M |
| ENVESTNET ASSET MANAGEMENT INC | $251.6M | 9,857,952 | 0.06% | 31q | +0.7%+$1.7M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $249.8M | 9,787,519 | 3.28% | 14q | +4.9%+$11.7M |
| RiverFront Investment Group, LLC | $199.3M | 7,808,136 | 2.63% | 26q | HELD |
| BANK OF AMERICA CORP /DE/ | $182.0M | 7,130,294 | 0.01% | 31q | +22.0%+$32.9M |
| Tidal Investments LLC | $142.6M | 5,605,943 | 0.25% | 2q | -6.0%-$9.1M |
| Horizon Investments, LLC | $131.6M | 9,729,670 | 1.44% | 31q | +35.7%+$34.6M |
| OSAIC HOLDINGS, INC. | $116.3M | 4,558,553 | 0.14% | 26q | +4.8%+$5.4M |
| TOBIAS FINANCIAL ADVISORS, INC. | $113.0M | 4,428,126 | 14.35% | 18q | +6.0%+$6.4M |
| Baker Avenue Asset Management, LP | $90.0M | 3,528,562 | 1.70% | 31q | +4.2%+$3.6M |
| Wealthcare Advisory Partners LLC | $81.8M | 3,206,173 | 1.55% | 26q | +6.3%+$4.9M |
| RAYMOND JAMES FINANCIAL INC | $74.9M | 2,933,787 | 0.02% | 7q | +6.5%+$4.6M |
| Kingsview Wealth Management, LLC | $70.5M | 2,763,710 | 0.85% | 7q | +2.5%+$1.7M |
| Arete Wealth Advisors, LLC | $68.8M | 2,694,434 | 1.51% | 31q | +100.0%+$34.4M |
| MORGAN STANLEY | $68.6M | 2,688,668 | 0.00% | 35q | +5.5%+$3.6M |
| AlphaStar Capital Management, LLC | $67.9M | 2,660,661 | 4.32% | 31q | +50.4%+$22.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $66.7M | 2,636,743 | 0.11% | 31q | -1.4%-$927.6K |
| JPMORGAN CHASE & CO | $66.3M | 2,585,412 | 0.00% | 12q | +5.1%+$3.2M |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $64.7M | 2,534,062 | 8.46% | 19q | +50.8%+$21.8M |
| Great Lakes Retirement, Inc. | $61.9M | 2,424,802 | 5.49% | 14q | +2.8%+$1.7M |
| Stratos Investment Management, LLC | $60.5M | 2,369,899 | 2.19% | 9q | +4.4%+$2.6M |
| UNIVEST FINANCIAL Corp | $60.0M | 2,350,569 | 2.94% | 17q | -2.7%-$1.7M |
| Gradient Investments LLC | $59.6M | 2,336,644 | 0.82% | 31q | -36.8%-$34.8M |
| MAI Capital Management | $56.8M | 2,226,732 | 0.21% | 7q | +7.9%+$4.2M |
| Apella Capital, LLC | $56.3M | 2,223,605 | 0.80% | 7q | +23.0%+$10.5M |
| N.E.W. Advisory Services LLC | $56.3M | 2,205,265 | 3.76% | 26q | +4.5%+$2.4M |
| Financial Strategies Group, Inc. | $53.3M | 2,113,953 | 8.49% | 27q | +7.9%+$3.9M |
| Equitable Holdings, Inc. | $52.6M | 2,060,940 | 0.31% | 23q | +19.6%+$8.6M |
| Wealthspire Advisors, LLC | $52.5M | 2,058,853 | 0.29% | new | NEW |
| Banco Santander, S.A. | $45.3M | 1,773,218 | 0.28% | 31q | +73.7%+$19.2M |
| NewEdge Advisors, LLC | $42.6M | 1,667,791 | 0.13% | 15q | +210.5%+$28.9M |
| Cetera Investment Advisers | $42.0M | 1,644,992 | 0.04% | 27q | +1.6%+$662.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $41.7M | 1,634,324 | 0.66% | 25q | +8.8%+$3.4M |
| Vestmark Advisory Solutions, Inc. | $41.5M | 1,626,601 | 0.39% | 5q | -12.6%-$6.0M |
| Sanctuary Advisors, LLC | $39.1M | 1,533,755 | 0.18% | 9q | +9.0%+$3.2M |
| ARRIEN INVESTMENTS, INC. | $36.5M | 1,431,245 | 18.42% | 14q | +5.0%+$1.8M |
| Wealth Management Nebraska | $36.3M | 1,420,593 | 3.23% | 7q | HELD |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $36.0M | 1,410,335 | 3.11% | 15q | +6.7%+$2.3M |
| Stadion Money Management, LLC | $35.2M | 1,382,116 | 3.03% | 31q | +1.2%+$432.4K |
| CHOREO, LLC | $35.1M | 1,375,441 | 0.39% | 14q | -1.9%-$678.2K |
| RESTON WEALTH MANAGEMENT LLC | $34.4M | 1,346,522 | 9.26% | 27q | +6.6%+$2.1M |
| TRUEFG, LLC | $33.2M | 1,301,815 | 7.76% | 27q | +4.8%+$1.5M |
| Trinity Wealth Management, LLC | $32.1M | 1,257,417 | 10.18% | 26q | -7.3%-$2.5M |
| RETIREMITTEN FINANCIAL LLC | $32.0M | 1,252,023 | 13.48% | 2q | +9.7%+$2.8M |
| Creative Planning | $31.9M | 1,251,760 | 0.02% | 31q | -1.2%-$399.6K |
| Private Advisor Group, LLC | $31.9M | 1,250,683 | 0.15% | 31q | +6.5%+$1.9M |
| Waverly Advisors, LLC | $30.6M | 1,199,257 | 0.18% | 31q | +1.6%+$474.4K |
| SYON CAPITAL LLC | $30.4M | 1,190,864 | 1.32% | 12q | -2.7%-$848.2K |
| Leading Edge Financial Planning LLC | $30.0M | 1,173,898 | 5.33% | 15q | +11.3%+$3.0M |
| CUTLER INVESTMENT COUNSEL LLC | $29.6M | 1,160,764 | 2.79% | 12q | +3.7%+$1.1M |
| ROYAL BANK OF CANADA | $29.6M | 1,158,290 | 0.00% | 31q | HELD |
| Rockefeller Capital Management L.P. | $27.1M | 1,062,315 | 0.04% | 24q | +3.2%+$828.4K |
| Clear Creek Financial Management, LLC | $27.0M | 1,059,916 | 1.74% | 23q | +11.5%+$2.8M |
| JONES FINANCIAL COMPANIES LLLP | $26.9M | 1,051,869 | 0.01% | 23q | +6.9%+$1.7M |
| OneDigital Investment Advisors LLC | $26.7M | 1,044,516 | 0.22% | 31q | +4.3%+$1.1M |
| Pinnacle Wealth Planning Services, Inc. | $26.6M | 1,042,937 | 2.54% | 34q | +8.9%+$2.2M |
| Convergence Financial, LLC | $25.5M | 999,682 | 2.03% | 19q | -64.5%-$46.4M |
| WealthPlan Investment Management, LLC | $25.3M | 990,074 | 1.25% | 8q | +4.4%+$1.1M |
| WALLER FINANCIAL PLANNING GROUP, INC | $24.5M | 960,721 | 5.05% | 31q | HELD |
| Advisory Alpha, LLC | $24.4M | 955,598 | 0.60% | 22q | +2.3%+$538.4K |
| Mueller Wealth, LLC | $24.0M | 942,299 | 16.37% | 3q | +10.7%+$2.3M |
| MML INVESTORS SERVICES, LLC | $21.8M | 852,558 | 0.04% | 31q | +8.9%+$1.8M |
| Virtue Capital Management, LLC | $21.7M | 852,250 | 2.90% | 10q | -30.7%-$9.7M |
| ASSETMARK, INC | $21.3M | 836,300 | 0.04% | 31q | -40.0%-$14.2M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $21.2M | 828,897 | 0.16% | 29q | -2.5%-$542.6K |
| AQR CAPITAL MANAGEMENT LLC | $21.0M | 821,148 | 0.01% | 10q | +11.7%+$2.2M |
| Aspire Private Capital, LLC | $20.1M | 788,694 | 4.16% | 31q | -15.1%-$3.6M |
| IHT Wealth Management, LLC | $19.1M | 746,702 | 0.41% | 26q | HELD |
| Weitzel Financial Services, Inc. | $18.9M | 743,151 | 6.42% | 23q | +4.5%+$809.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $18.6M | 728,177 | 0.34% | 4q | -23.9%-$5.8M |
| Stewardship Advisors, LLC | $18.5M | 725,561 | 3.85% | 27q | +69.9%+$7.6M |
| Kagan Cocozza Asset Management | $17.9M | 702,691 | 11.24% | 7q | HELD |
| Tennessee Valley Asset Management Partners | $17.7M | 693,653 | 1.95% | 19q | +7.4%+$1.2M |
| Capital Investment Management, Inc. | $17.2M | 673,977 | 5.27% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $16.9M | 661,720 | 0.00% | 31q | -49.4%-$16.5M |
| MONEY CONCEPTS CAPITAL CORP | $16.7M | 652,734 | 0.77% | 21q | -14.2%-$2.8M |
| NICOLET BANKSHARES INC | $16.3M | 637,416 | 0.52% | 2q | +0.7%+$113.4K |
| Gateway Wealth Partners, LLC | $15.9M | 623,869 | 0.95% | 15q | -43.7%-$12.4M |
| SigFig Wealth Management, LLC | $15.9M | 620,079 | 0.42% | 31q | +8.7%+$1.3M |
| Corient Private Wealth LP | $14.8M | 579,306 | 0.01% | 3q | -1.3%-$190.4K |
| STIFEL FINANCIAL CORP | $14.6M | 572,792 | 0.01% | 26q | +0.8%+$119.8K |
| Savant Capital, LLC | $14.5M | 568,363 | 0.04% | 29q | +95.5%+$7.1M |
| Beacon Pointe Advisors, LLC | $14.3M | 560,061 | 0.07% | 4q | -2.7%-$399.1K |
| Cornerstone Wealth Management, LLC | $14.2M | 557,829 | 0.61% | 26q | +23.1%+$2.7M |
| Cyr Financial Inc. | $14.1M | 551,730 | 7.33% | 8q | +8.1%+$1.1M |
| Simplicity Wealth,LLC | $13.9M | 546,014 | 0.47% | 6q | +2.8%+$384.7K |
| Advisory Resource Group | $13.8M | 540,885 | 2.08% | 7q | +6.5%+$847.4K |
| Bensler, LLC | $13.8M | 540,786 | 1.22% | 15q | -9.7%-$1.5M |
| Global Retirement Partners, LLC | $13.8M | 539,412 | 0.21% | 16q | +24.6%+$2.7M |
| Financial Planning Fort Collins, LLC | $13.1M | 517,005 | 9.91% | 3q | -0.8%-$99.8K |
| Private Advisory Group LLC | $11.4M | 447,565 | 0.62% | 2q | +16.6%+$1.6M |
| Rochester Wealth Strategies, LLC | $11.2M | 436,917 | 6.17% | 6q | -13.7%-$1.8M |
| Golden State Wealth Management, LLC | $11.1M | 436,311 | 1.02% | 16q | -5.5%-$653.1K |
| UBS Group AG | $10.7M | 418,272 | 0.00% | 31q | -21.2%-$2.9M |
| Integrated Wealth Concepts LLC | $10.2M | 400,181 | 0.05% | 2q | +475.9%+$8.4M |
| ERn Financial, LLC | $10.1M | 397,513 | 1.68% | 31q | +10.9%+$998.3K |
| Towercrest Capital Management | $10.0M | 390,850 | 1.39% | 31q | HELD |
Showing the largest 100 of 535 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 | 520 | $6.9B | 275,854,798 | 37 | 217 | 162 | 0.0% |
| Q1 2026 | 526 | $7.0B | 273,852,142 | 54 | 233 | 144 | 0.0% |
| Q4 2025 | 510 | $6.5B | 252,755,346 | 45 | 227 | 134 | 0.0% |
| Q3 2025 | 469 | $6.2B | 241,185,384 | 28 | 192 | 162 | 0.0% |
| Q2 2025 | 479 | $6.2B | 243,929,642 | 29 | 203 | 177 | 0.0% |
| Q1 2025 | 483 | $5.9B | 230,596,858 | 40 | 188 | 175 | 0.0% |
| Q4 2024 | 467 | $5.8B | 231,605,837 | 33 | 186 | 153 | 0.0% |
| Q3 2024 | 422 | $6.0B | 230,278,094 | 27 | 207 | 119 | 0.0% |
| Q2 2024 | 420 | $5.2B | 208,474,071 | 28 | 175 | 152 | 0.0% |
| Q1 2024 | 400 | $5.2B | 205,591,554 | 47 | 156 | 152 | 0.0% |
| Q4 2023 | 405 | $5.4B | 212,406,990 | 48 | 168 | 130 | 0.0% |
| Q3 2023 | 370 | $4.5B | 185,149,755 | 28 | 164 | 122 | 0.0% |
| Q2 2023 | 378 | $4.3B | 170,533,922 | 37 | 158 | 117 | 0.3% |
| Q1 2023 | 366 | $4.1B | 157,285,010 | 35 | 151 | 124 | 0.3% |
| Q4 2022 | 353 | $3.6B | 144,024,499 | 42 | 131 | 119 | 0.0% |
| Q3 2022 | 387 | $4.3B | 169,826,468 | 34 | 147 | 153 | 0.1% |
| Q2 2022 | 400 | $4.5B | 168,599,990 | 36 | 139 | 171 | 0.1% |
| Q1 2022 | 406 | $5.0B | 178,577,330 | 41 | 147 | 150 | 0.0% |
| Q4 2021 | 398 | $4.6B | 155,263,147 | 26 | 151 | 120 | 0.0% |
| Q3 2021 | 358 | $4.4B | 147,902,306 | 27 | 157 | 99 | 0.0% |
| Q2 2021 | 353 | $5.2B | 170,114,344 | 23 | 170 | 105 | 0.0% |
| Q1 2021 | 352 | $4.2B | 141,892,711 | 29 | 153 | 115 | 0.0% |
| Q4 2020 | 337 | $4.0B | 130,685,550 | 28 | 148 | 88 | 0.0% |
| Q3 2020 | 301 | $3.8B | 122,776,116 | 28 | 143 | 76 | 0.0% |
| Q2 2020 | 296 | $3.6B | 117,101,714 | 22 | 125 | 108 | 0.0% |
| Q1 2020 | 308 | $3.5B | 114,796,427 | 49 | 100 | 126 | 0.0% |
| Q4 2019 | 292 | $3.2B | 107,712,052 | 36 | 129 | 67 | 0.0% |
| Q3 2019 | 247 | $2.9B | 99,317,803 | 32 | 134 | 50 | 0.0% |
| Q2 2019 | 233 | $2.4B | 83,573,336 | 29 | 112 | 54 | 0.0% |
| Q1 2019 | 221 | $2.2B | 76,664,671 | 24 | 99 | 59 | 0.0% |
| Q4 2018 | 217 | $2.2B | 77,239,655 | 2 | 5 | 1 | 0.0% |