# SPDR SERIES TRUST (SPIB)

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

- Reporting holders: 32
- Reported value: $250.3M
- 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 |
|---|---|---|---|---|
| [STEPHENS GROUP ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1726808-stephens-group-asset-management-llc/) | $46.5M | 1,440,070 | 2.7% | 32 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $45.9M | 1,422,899 | 7.8% | 2 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $44.3M | 1,370,913 | 0.6% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $33.6M | 1,040,999 | 0.4% | 8 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $20.7M | 641,978 | 3.6% | 13 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $19.9M | 617,773 | 2.8% | 1 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $6.5M | 201,557 | 0.8% | 13 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.8M | 178,622 | 0.0% | 16 |
| [Freestate Advisors LLC](https://holderbook.com/funds/1660328-freestate-advisors-llc/) | $4.7M | 145,686 | 3.6% | 9 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $4.4M | 136,966 | 0.8% | 27 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $4.3M | 132,589 | 3.1% | 3 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $2.5M | 76,205 | 1.7% | 4 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $2.4M | 72,994 | 1.7% | 32 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $2.0M | 60,628 | 0.5% | 5 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $1.5M | 45,050 | 0.3% | 18 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $1.4M | 43,672 | 0.6% | 16 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $856.0K | 26,519 | 0.0% | 31 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $711.2K | 22,032 | 0.0% | 10 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $485.4K | 15,037 | 0.0% | 4 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $415.4K | 12,870 | 0.1% | 18 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $361.9K | 11,212 | 0.2% | 1 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $306.9K | 9,493 | 0.0% | 23 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $278.2K | 8,617 | 0.0% | 24 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $264.5K | 8,193 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $180.7K | 5,598 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 32 | $250.3M |
| Q2 2026 | 593 | $10.0B |
| Q1 2026 | 575 | $9.1B |
| Q4 2025 | 578 | $9.1B |
| Q3 2025 | 564 | $9.1B |
| Q2 2025 | 565 | $8.4B |
| Q1 2025 | 565 | $8.0B |
| Q4 2024 | 561 | $7.9B |
| Q3 2024 | 501 | $7.2B |
| Q2 2024 | 495 | $6.4B |
| Q1 2024 | 487 | $7.0B |
| Q4 2023 | 457 | $5.9B |