SPDR SERIES TRUST (SPIB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
32
Reporting holders
$250.3M
Reported value
0.0%
Calls
0.0%
Puts
-561
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $46.5M | 1,440,070 | 2.66% | 32q | +8.9%+$3.8M |
| MFA WEALTH ADVISORS, LLC | $45.9M | 1,422,899 | 7.80% | 2q | +479.8%+$38.0M |
| Gradient Investments LLC | $44.3M | 1,370,913 | 0.63% | 32q | HELD |
| Apella Capital, LLC | $33.6M | 1,040,999 | 0.43% | 8q | +17.8%+$5.1M |
| GoalVest Advisory LLC | $20.7M | 641,978 | 3.58% | 13q | +1.6%+$321.9K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $19.9M | 617,773 | 2.84% | new | NEW |
| Breakwater Capital Group | $6.5M | 201,557 | 0.77% | 13q | +27.0%+$1.4M |
| Farther Finance Advisors, LLC | $5.8M | 178,622 | 0.04% | 16q | -7.9%-$496.3K |
| Freestate Advisors LLC | $4.7M | 145,686 | 3.62% | 9q | -5.4%-$267.7K |
| Rosenberg Matthew Hamilton | $4.4M | 136,966 | 0.79% | 27q | +372.8%+$3.5M |
| Roan Capital Partners | $4.3M | 132,589 | 3.13% | 3q | +2.5%+$105.1K |
| GILPIN WEALTH MANAGEMENT, LLC | $2.5M | 76,205 | 1.66% | 4q | -2.3%-$57.5K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $2.4M | 72,994 | 1.69% | 32q | -1.9%-$45.5K |
| TILIA FIDUCIARY PARTNERS, INC. | $2.0M | 60,628 | 0.45% | 5q | +102.2%+$989.1K |
| TrueWealth Advisors, LLC | $1.5M | 45,050 | 0.33% | 18q | -4.9%-$75.0K |
| DAVIDSON TRUST CO | $1.4M | 43,672 | 0.56% | 16q | +2.1%+$28.9K |
| EASTERN BANK | $856.0K | 26,519 | 0.01% | 31q | +3.9%+$32.0K |
| MassMutual Private Wealth & Trust, FSB | $711.2K | 22,032 | 0.02% | 10q | -18.9%-$165.9K |
| Trust Co | $485.4K | 15,037 | 0.04% | 4q | +46.3%+$153.7K |
| JUNCTURE WEALTH STRATEGIES, LLC | $415.4K | 12,870 | 0.11% | 18q | HELD |
| Elm3 Financial Group, LLC | $361.9K | 11,212 | 0.24% | new | NEW |
| Sound Income Strategies, LLC | $306.9K | 9,493 | 0.01% | 23q | -23.2%-$92.6K |
| ECLECTIC ASSOCIATES INC /ADV | $278.2K | 8,617 | 0.03% | 24q | +3.9%+$10.5K |
| Balefire, LLC | $264.5K | 8,193 | 0.04% | 6q | -15.3%-$47.7K |
| CoreCap Advisors, LLC | $180.7K | 5,598 | 0.01% | 11q | +4.0%+$6.9K |
| Wealth Enhancement Trust Services, Inc. | $119.4K | 3,700 | 0.01% | 4q | -28.6%-$47.8K |
| Bangor Savings Bank | $20.2K | 625 | 0.00% | 18q | HELD |
| Go Invest LLC | $18.2K | 564 | 0.00% | 2q | +1153.3%+$16.8K |
| GK Wealth Management LLC | $12.7K | 393 | 0.01% | new | NEW |
| Bullock Wealth Management Group | $7.1K | 220 | 0.00% | 11q | +1.4% |
| Planning Strategies Inc. | $355 | 11 | 0.00% | 2q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $262 | 9 | 0.00% | 7q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 32 | $250.3M | 7,753,694 | 3 | 15 | 9 | 0.0% |
| Q2 2026 | 593 | $10.0B | 298,782,736 | 57 | 289 | 136 | 0.0% |
| Q1 2026 | 575 | $9.1B | 273,002,661 | 53 | 253 | 162 | 0.0% |
| Q4 2025 | 578 | $9.1B | 267,369,206 | 42 | 266 | 138 | 0.1% |
| Q3 2025 | 564 | $9.1B | 266,863,776 | 50 | 247 | 157 | 0.4% |
| Q2 2025 | 565 | $8.4B | 250,017,279 | 48 | 244 | 163 | 0.0% |
| Q1 2025 | 565 | $8.0B | 240,244,902 | 58 | 230 | 174 | 0.0% |
| Q4 2024 | 561 | $7.9B | 241,795,733 | 69 | 253 | 113 | 0.0% |
| Q3 2024 | 501 | $7.2B | 213,822,625 | 46 | 243 | 113 | 0.0% |
| Q2 2024 | 495 | $6.4B | 196,528,734 | 57 | 210 | 127 | 0.0% |
| Q1 2024 | 487 | $7.0B | 214,025,271 | 72 | 188 | 133 | 0.0% |
| Q4 2023 | 457 | $5.9B | 183,413,792 | 49 | 163 | 143 | 0.0% |
| Q3 2023 | 414 | $5.0B | 159,924,867 | 37 | 172 | 119 | 0.0% |
| Q2 2023 | 414 | $4.7B | 145,212,967 | 39 | 162 | 129 | 0.0% |
| Q1 2023 | 403 | $4.5B | 138,646,438 | 38 | 151 | 129 | 0.0% |
| Q4 2022 | 415 | $8.3B | 261,646,977 | 61 | 133 | 143 | 0.0% |
| Q3 2022 | 387 | $3.6B | 115,931,222 | 51 | 112 | 144 | 0.0% |
| Q2 2022 | 373 | $3.4B | 104,591,394 | 50 | 104 | 153 | 0.0% |
| Q1 2022 | 378 | $4.2B | 122,874,717 | 40 | 106 | 138 | 0.0% |
| Q4 2021 | 385 | $4.2B | 116,356,471 | 33 | 124 | 97 | 0.0% |
| Q3 2021 | 338 | $4.4B | 120,201,545 | 31 | 112 | 113 | 0.0% |
| Q2 2021 | 341 | $5.6B | 153,458,633 | 33 | 125 | 103 | 0.0% |
| Q1 2021 | 343 | $5.2B | 143,882,702 | 33 | 104 | 133 | 0.0% |
| Q4 2020 | 351 | $5.2B | 139,600,103 | 34 | 131 | 99 | 0.0% |
| Q3 2020 | 325 | $4.9B | 132,497,444 | 39 | 143 | 85 | 0.0% |
| Q2 2020 | 307 | $4.7B | 129,404,485 | 48 | 128 | 73 | 0.0% |
| Q1 2020 | 303 | $3.7B | 108,978,762 | 48 | 88 | 113 | 0.0% |
| Q4 2019 | 310 | $3.9B | 111,409,520 | 37 | 119 | 79 | 0.0% |
| Q3 2019 | 284 | $4.0B | 112,077,916 | 43 | 112 | 83 | 0.0% |
| Q2 2019 | 267 | $4.0B | 113,550,041 | 32 | 116 | 75 | 0.0% |
| Q1 2019 | 262 | $3.5B | 103,876,559 | 31 | 106 | 77 | 0.0% |
| Q4 2018 | 257 | $3.3B | 99,756,088 | 1 | 9 | 5 | 0.0% |