SPDR SERIES TRUST (SPIB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
570
Reporting holders
$8.9B
Reported value
0.0%
Held as options
+14
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 | $1.9B | 58,146,645 | 0.44% | 31q | +11.9%+$206.5M |
| American Family Investments, Inc. | $489.5M | 14,630,218 | 8.83% | 5q | +43.7%+$148.9M |
| ENVESTNET ASSET MANAGEMENT INC | $404.9M | 12,100,501 | 0.10% | 31q | +4.9%+$19.0M |
| MORGAN STANLEY | $386.1M | 11,540,116 | 0.02% | 35q | +117.2%+$208.4M |
| Creative Planning | $256.8M | 7,674,046 | 0.15% | 31q | -3.8%-$10.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $250.4M | 7,483,543 | 0.03% | 26q | -60.9%-$389.7M |
| Sixth Street Partners Management Company, L.P. | $250.4M | 7,483,543 | 0.03% | new | NEW |
| D.A. DAVIDSON & CO. | $223.1M | 6,668,535 | 1.23% | 15q | +2.9%+$6.3M |
| Wealth Management Nebraska | $211.1M | 6,308,768 | 18.83% | 7q | +8.0%+$15.6M |
| Waverly Advisors, LLC | $192.4M | 5,749,007 | 1.12% | 10q | +6.5%+$11.8M |
| ASSETMARK, INC | $177.3M | 5,299,220 | 0.30% | 31q | +1.9%+$3.3M |
| WELLS FARGO & COMPANY/MN | $176.8M | 5,284,688 | 0.03% | 31q | -48.0%-$163.0M |
| RAYMOND JAMES FINANCIAL INC | $176.7M | 5,281,512 | 0.05% | 7q | +2.8%+$4.8M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $148.9M | 4,450,915 | 1.96% | 14q | +4.1%+$5.8M |
| HighTower Advisors, LLC | $115.7M | 3,457,216 | 0.11% | 30q | +2.4%+$2.7M |
| AMERIPRISE FINANCIAL INC | $99.6M | 2,976,767 | 0.02% | 31q | -50.6%-$101.9M |
| CASTLEARK MANAGEMENT LLC | $90.0M | 2,688,380 | 2.43% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $82.9M | 2,477,234 | 0.10% | 26q | +18.4%+$12.9M |
| State of New Jersey Common Pension Fund D | $75.5M | 2,255,766 | 0.26% | 15q | +66.4%+$30.1M |
| Cetera Investment Advisers | $73.7M | 2,201,262 | 0.07% | 23q | +6.4%+$4.4M |
| Tower Research Capital LLC (TRC) | $69.7M | 2,083,008 | 1.71% | 2q | +175.7%+$44.4M |
| CAPITAL ADVISORS INC/OK | $66.3M | 1,980,361 | 0.97% | 18q | +13.9%+$8.1M |
| ROYAL BANK OF CANADA | $60.6M | 1,810,684 | 0.01% | 31q | +15.1%+$8.0M |
| STRATEGIC PLANNING GROUP, LLC | $58.4M | 1,746,523 | 6.37% | 9q | +21.7%+$10.4M |
| Dodds Wealth, LLC | $58.4M | 1,745,184 | 13.13% | 11q | +4.1%+$2.3M |
| TCV Trust & Wealth Management, Inc. | $54.4M | 1,624,885 | 4.12% | 15q | +3.9%+$2.1M |
| Merit Financial Group, LLC | $53.7M | 1,605,970 | 0.16% | 17q | +113.8%+$28.6M |
| Private Advisor Group, LLC | $50.1M | 1,497,559 | 0.23% | 31q | +2.4%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $49.8M | 1,487,597 | 0.00% | 31q | -3.9%-$2.0M |
| Point72 Asset Management, L.P. | $47.2M | 1,410,000 | 0.05% | 10q | HELD |
| Zurich Insurance Group Ltd/FI | $46.9M | 1,402,903 | 0.33% | 21q | HELD |
| UBS Group AG | $46.3M | 1,384,957 | 0.01% | 31q | HELD |
| Gradient Investments LLC | $46.1M | 1,377,103 | 0.64% | 31q | +8222.4%+$45.5M |
| Orange Investment Advisors, Inc. | $44.8M | 1,339,605 | 5.45% | 25q | +2.1%+$937.2K |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $44.3M | 1,322,807 | 2.50% | 31q | +4.5%+$1.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $41.3M | 1,233,608 | 0.00% | 3q | +974.2%+$37.4M |
| CGN Advisors LLC | $41.1M | 1,227,129 | 3.00% | 23q | +4.1%+$1.6M |
| MANNING & NAPIER ADVISORS LLC | $41.0M | 1,224,700 | 0.53% | 9q | +94.9%+$20.0M |
| Roberts Financial Services LLC | $39.5M | 1,180,578 | 11.57% | 26q | +3.1%+$1.2M |
| Carnegie Investment Counsel | $37.7M | 1,126,579 | 0.76% | 6q | HELD |
| Rockwood Wealth Management, LLC | $35.9M | 1,073,166 | 2.27% | 7q | +6.8%+$2.3M |
| Advisors Capital Management, LLC | $34.9M | 1,042,579 | 0.37% | 31q | +4.3%+$1.4M |
| Concord Wealth Partners | $33.7M | 1,008,318 | 3.86% | 7q | +3.9%+$1.3M |
| RMG Wealth Management LLC | $33.4M | 1,009,284 | 3.45% | 2q | +15.1%+$4.4M |
| Concord Asset Management, LLC/VA | $32.9M | 984,539 | 5.10% | 7q | +2.9%+$926.8K |
| NOTTINGHAM ADVISORS, INC. | $31.7M | 681,369 | 3.78% | 34q | -25.9%-$11.1M |
| High Probability Advisors, LLC | $31.4M | 939,100 | 3.36% | 18q | +5.4%+$1.6M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $31.4M | 937,863 | 0.39% | 18q | +10.6%+$3.0M |
| Dynamic Advisor Solutions LLC | $31.4M | 937,504 | 0.89% | 15q | +8.5%+$2.5M |
| Migdal Insurance & Financial Holdings Ltd. | $31.0M | 927,502 | 0.20% | 31q | +8.0%+$2.3M |
| ST GERMAIN D J CO INC | $29.5M | 880,809 | 1.06% | 20q | +1.3%+$371.0K |
| Apella Capital, LLC | $29.4M | 883,930 | 0.42% | 7q | +19.1%+$4.7M |
| Occidental Asset Management, LLC | $28.2M | 842,398 | 2.80% | 33q | +1.6%+$449.4K |
| Crews Bank & Trust | $26.6M | 796,215 | 3.48% | 7q | +3.4%+$868.7K |
| Clark Capital Management Group, Inc. | $25.9M | 774,781 | 0.14% | 12q | +13.0%+$3.0M |
| Cerity Partners LLC | $25.4M | 759,804 | 0.03% | 15q | +6.6%+$1.6M |
| INTEGRITY ALLIANCE, LLC. | $25.4M | 758,698 | 0.79% | 7q | +8.5%+$2.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.0M | 748,378 | 0.01% | 31q | +20.4%+$4.2M |
| Your Advocates Ltd., LLP | $23.9M | 715,395 | 6.84% | 4q | +4.8%+$1.1M |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $21.8M | 650,751 | 1.47% | 25q | +0.8%+$173.0K |
| GoalVest Advisory LLC | $21.1M | 632,007 | 3.92% | 12q | +3.4%+$700.6K |
| RENAISSANCE TECHNOLOGIES LLC | $21.0M | 628,500 | 0.03% | 2q | +344.8%+$16.3M |
| Gladstone Institutional Advisory LLC | $20.7M | 617,222 | 0.65% | 10q | +8.3%+$1.6M |
| RATIONAL ADVISORS, INC. | $19.9M | 594,978 | 1.83% | new | NEW |
| Cornerstone Wealth Management, LLC | $19.6M | 584,745 | 0.84% | 24q | +24.5%+$3.9M |
| Financial Gravity Companies, Inc. | $19.3M | 577,336 | 3.13% | 4q | +18.0%+$2.9M |
| Compton Financial Group, LLC | $19.0M | 566,963 | 3.65% | 6q | -32.9%-$9.3M |
| TRUEFG, LLC | $18.7M | 560,200 | 4.38% | 27q | +3.5%+$626.6K |
| Evergreen Wealth Partners LLC | $18.7M | 559,513 | 11.23% | 3q | +1.7%+$307.5K |
| AllGen Financial Advisors, Inc. | $17.4M | 519,935 | 3.80% | 5q | +68.5%+$7.1M |
| Symphony Financial, Ltd. Co. | $17.3M | 515,982 | 1.89% | 7q | +8.4%+$1.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.9M | 820,897 | 0.03% | 31q | -8.3%-$1.5M |
| WRAPMANAGER INC | $16.8M | 500,664 | 5.24% | 31q | +1.0%+$165.5K |
| Walker Financial Services, Inc. | $16.7M | 500,108 | 5.18% | 17q | +7.1%+$1.1M |
| Fortune 45 LLC | $16.6M | 495,365 | 7.08% | 11q | +2.2%+$361.0K |
| Summit Financial, LLC | $16.5M | 491,970 | 0.18% | 11q | +19.3%+$2.7M |
| Three Arch Wealth Management LLC | $16.0M | 479,301 | 2.46% | 3q | +22.5%+$2.9M |
| MML INVESTORS SERVICES, LLC | $15.8M | 473,606 | 0.03% | 31q | +31.1%+$3.8M |
| PRINCIPAL SECURITIES, INC. | $15.3M | 457,974 | 0.18% | 11q | +18.9%+$2.4M |
| &PARTNERS | $14.9M | 444,123 | 0.06% | 9q | +134.5%+$8.5M |
| Leicht Financial Planning & Wealth Management, Inc. | $14.7M | 439,193 | 6.02% | 27q | +7.3%+$1.0M |
| TRUIST FINANCIAL CORP | $14.5M | 432,405 | 0.02% | 27q | +3.0%+$426.6K |
| Bank of New York Mellon Corp | $14.4M | 430,914 | 0.00% | 22q | +26.5%+$3.0M |
| KWB Wealth | $14.2M | 425,676 | 1.22% | 3q | -17.6%-$3.0M |
| Union Bancaire Privee, UBP SA | $13.9M | 415,552 | 0.15% | 7q | +4.9%+$654.2K |
| INTEGRAL INVESTMENT ADVISORS, INC. | $13.9M | 415,946 | 3.07% | 19q | +5.8%+$757.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.5M | 403,564 | 0.02% | 31q | +73.1%+$5.7M |
| Empowered Funds, LLC | $13.4M | 400,856 | 0.07% | 5q | +22.3%+$2.4M |
| Spartan Wealth Advisory Services LLC | $13.1M | 390,646 | 1.07% | 2q | +2.2%+$279.8K |
| STATE STREET CORP | $13.0M | 387,515 | 0.00% | 31q | -85.2%-$74.7M |
| ALLSTATE CORP | $12.5M | 374,529 | 0.13% | new | NEW |
| FLAGSHIP HARBOR ADVISORS, LLC | $12.2M | 364,182 | 0.47% | 19q | +10.2%+$1.1M |
| Burns Matteson Capital Management, LLC | $11.7M | 350,124 | 3.66% | 8q | +16.0%+$1.6M |
| STIFEL FINANCIAL CORP | $11.4M | 340,018 | 0.01% | 31q | +2.0%+$226.2K |
| LEUTHOLD GROUP, LLC | $11.3M | 337,668 | 1.14% | 10q | -19.6%-$2.8M |
| True Blue Financial, LLC | $11.3M | 337,154 | 4.76% | 3q | -13.3%-$1.7M |
| Phoenix Financial Ltd. | $11.2M | 336,162 | 0.08% | 13q | +5.4%+$578.9K |
| Flatrock Wealth Partners LLC | $10.7M | 320,001 | 4.21% | 3q | +17.9%+$1.6M |
| Banque Transatlantique SA | $10.6M | 316,413 | 0.23% | 2q | +43.3%+$3.2M |
| Collier Financial | $10.6M | 315,654 | 7.23% | 6q | +3.6%+$366.4K |
Showing the largest 100 of 588 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 | 570 | $8.9B | 266,957,016 | 57 | 273 | 131 | 0.0% |
| Q1 2026 | 556 | $8.6B | 255,722,788 | 49 | 244 | 158 | 0.0% |
| Q4 2025 | 556 | $8.5B | 250,252,943 | 39 | 255 | 135 | 0.1% |
| Q3 2025 | 539 | $8.4B | 247,817,799 | 47 | 234 | 151 | 0.5% |
| Q2 2025 | 535 | $7.7B | 230,572,301 | 44 | 233 | 156 | 0.0% |
| Q1 2025 | 535 | $7.8B | 233,212,979 | 58 | 216 | 163 | 0.0% |
| Q4 2024 | 530 | $7.7B | 236,021,484 | 67 | 238 | 103 | 0.0% |
| Q3 2024 | 467 | $7.0B | 206,961,118 | 44 | 222 | 107 | 0.0% |
| Q2 2024 | 457 | $6.2B | 189,936,965 | 54 | 194 | 117 | 0.0% |
| Q1 2024 | 448 | $6.8B | 207,367,842 | 70 | 171 | 120 | 0.0% |
| Q4 2023 | 419 | $5.7B | 175,933,825 | 45 | 151 | 128 | 0.0% |
| Q3 2023 | 381 | $4.7B | 153,174,089 | 36 | 159 | 107 | 0.0% |
| Q2 2023 | 375 | $4.3B | 132,468,443 | 37 | 149 | 118 | 0.0% |
| Q1 2023 | 356 | $4.1B | 126,000,714 | 36 | 135 | 112 | 0.0% |
| Q4 2022 | 343 | $3.7B | 114,791,826 | 53 | 107 | 114 | 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% |