SPDR SERIES TRUST (SPIP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
197
Reporting holders
$645.6M
Reported value
0.1%
Held as options
-7
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 |
|---|---|---|---|---|---|
| STATE STREET CORP | $99.4M | 3,869,418 | 0.00% | 31q | +5.4%+$5.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $72.0M | 2,803,213 | 0.01% | 12q | -3.8%-$2.8M |
| Sixth Street Partners Management Company, L.P. | $72.0M | 2,803,213 | 0.01% | new | NEW |
| 3EDGE Asset Management, LP | $42.8M | 1,668,236 | 1.91% | 7q | +87.8%+$20.0M |
| Cannon Financial Strategists, Inc. | $31.6M | 1,228,789 | 3.59% | 30q | +6.6%+$2.0M |
| Pure Financial Advisors, LLC | $26.7M | 1,041,207 | 0.34% | 31q | -0.7%-$187.8K |
| LPL Financial LLC | $21.8M | 848,847 | 0.00% | 31q | +13.2%+$2.5M |
| Cerity Partners LLC | $21.3M | 830,222 | 0.03% | 18q | +0.5%+$110.0K |
| Hughes Financial Services, LLC | $20.8M | 808,835 | 2.75% | 7q | +7.9%+$1.5M |
| BANK OF AMERICA CORP /DE/ | $17.9M | 698,096 | 0.00% | 31q | +0.7%+$117.8K |
| FULTON BREAKEFIELD BROENNIMAN LLC | $10.9M | 426,017 | 0.64% | 13q | +159.7%+$6.7M |
| MORGAN STANLEY | $10.8M | 421,149 | 0.00% | 35q | +8.5%+$851.7K |
| ENVESTNET ASSET MANAGEMENT INC | $10.1M | 391,911 | 0.00% | 31q | -4.3%-$449.6K |
| ERn Financial, LLC | $9.6M | 371,944 | 1.58% | 31q | +7.3%+$649.0K |
| IFG Advisory, LLC | $8.9M | 346,590 | 0.31% | new | NEW |
| Private Advisor Group, LLC | $8.3M | 322,186 | 0.04% | 31q | +8.1%+$620.1K |
| SeaBridge Investment Advisors LLC | $8.1M | 316,529 | 1.18% | 17q | +10.7%+$788.9K |
| FLAGSHIP HARBOR ADVISORS, LLC | $8.0M | 310,719 | 0.31% | 4q | +3.8%+$295.2K |
| WELLS FARGO & COMPANY/MN | $7.3M | 284,279 | 0.00% | 31q | -57.8%-$10.0M |
| GOLDMAN SACHS GROUP INC | $6.9M | 269,522 | 0.00% | 30q | -39.4%-$4.5M |
| Financial Engines Advisors L.L.C. | $5.6M | 217,545 | 0.01% | 18q | +18.2%+$859.8K |
| Aquire Wealth Advisors, LLC | $5.3M | 206,789 | 1.22% | 19q | -9.4%-$548.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $5.1M | 200,387 | 0.08% | 15q | -3.4%-$178.9K |
| Procyon Advisors, LLC | $4.8M | 186,544 | 0.21% | 4q | -1.5%-$71.4K |
| Cetera Investment Advisers | $4.3M | 168,079 | 0.00% | 23q | +1.9%+$80.2K |
| Bank of New York Mellon Corp | $4.2M | 162,020 | 0.00% | 31q | +25.9%+$857.2K |
| RAFFA WEALTH MANAGEMENT, LLC | $4.1M | 158,108 | 0.51% | new | NEW |
| Focus Partners Wealth | $3.6M | 142,117 | 0.00% | new | NEW |
| Verde Capital Management | $3.3M | 129,584 | 0.62% | 27q | +1.7%+$55.3K |
| Garde Capital, Inc. | $3.3M | 127,494 | 0.15% | 6q | +5.5%+$169.4K |
| Note Advisors, LLC | $3.1M | 120,853 | 1.35% | 7q | +5.2%+$154.2K |
| RAYMOND JAMES FINANCIAL INC | $3.1M | 119,786 | 0.00% | 7q | +3.9%+$116.2K |
| Integrity Wealth Solutions LLC | $2.8M | 109,654 | 1.04% | 11q | +2.2%+$61.7K |
| JPMORGAN CHASE & CO | $2.7M | 104,031 | 0.00% | 21q | -12.6%-$387.6K |
| TIAA TRUST, NATIONAL ASSOCIATION | $2.6M | 101,072 | 0.15% | 12q | HELD |
| BlackDiamond Wealth Management, LLC | $2.5M | 100,268 | 1.01% | 2q | +66.8%+$1.0M |
| CFS Investment Advisory Services, LLC | $2.5M | 98,664 | 0.17% | 2q | +59.8%+$938.7K |
| Foundations Investment Advisors, LLC | $2.4M | 92,292 | 0.02% | 7q | +14.6%+$302.2K |
| Allen Capital Group, LLC | $2.2M | 85,227 | 0.18% | 14q | +1.7%+$35.6K |
| Continuum Advisory, LLC | $2.1M | 80,173 | 0.17% | 34q | +8.2%+$155.7K |
| ALTFEST L J & CO INC | $2.0M | 79,400 | 0.20% | 16q | +5.4%+$104.7K |
| Jacobi Capital Management LLC | $2.0M | 78,926 | 0.10% | 24q | +16.7%+$290.3K |
| TRUIST FINANCIAL CORP | $2.0M | 78,462 | 0.00% | 27q | -6.2%-$134.3K |
| ST GERMAIN D J CO INC | $1.9M | 74,656 | 0.07% | 18q | -1.4%-$26.6K |
| Rinkey Investments | $1.8M | 71,130 | 0.43% | 19q | -1.3%-$23.7K |
| Gerber Kawasaki Wealth & Investment Management | $1.8M | 68,315 | 0.05% | 22q | +10.8%+$170.7K |
| SigFig Wealth Management, LLC | $1.5M | 57,557 | 0.04% | 31q | -1.7%-$26.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 34,479 | 0.00% | 2q | -19.2%-$350.0K |
| CULBERTSON A N & CO INC | $1.5M | 56,780 | 0.17% | 2q | HELD |
| Mariner, LLC | $1.4M | 56,381 | 0.00% | 12q | -1.3%-$19.4K |
| CITADEL ADVISORS LLC | $1.3M | 38,228 | 0.00% | 18q | -55.5%-$1.7M |
| OSAIC HOLDINGS, INC. | $1.3M | 50,333 | 0.00% | 26q | +20.4%+$219.4K |
| Charles Schwab Trust Co | $1.2M | 47,684 | 0.07% | 8q | +16.4%+$172.9K |
| CAPE COD FIVE CENTS SAVINGS BANK | $1.1M | 44,608 | 0.09% | 14q | -49.0%-$1.1M |
| Wealthcare Advisory Partners LLC | $1.1M | 43,891 | 0.02% | 16q | +9.0%+$93.4K |
| City State Bank | $1.1M | 41,965 | 0.25% | 19q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $1.1M | 41,273 | 0.02% | 7q | -3.8%-$42.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.0M | 40,426 | 0.00% | 5q | +142.6%+$610.2K |
| MML INVESTORS SERVICES, LLC | $1.0M | 39,795 | 0.00% | 31q | +3.6%+$35.4K |
| Geneos Wealth Management Inc. | $989.1K | 38,516 | 0.02% | 27q | +4.3%+$40.6K |
| AMERIPRISE FINANCIAL INC | $984.5K | 38,384 | 0.00% | 31q | -49.5%-$963.9K |
| Sanctuary Advisors, LLC | $981.6K | 38,225 | 0.00% | 4q | +12.0%+$105.3K |
| Leading Edge Financial Planning LLC | $972.0K | 37,849 | 0.17% | 15q | -8.0%-$84.9K |
| FIFTH THIRD BANCORP | $951.6K | 37,058 | 0.00% | 2q | -1.9%-$18.5K |
| Wealth Advisory Solutions, LLC | $923.9K | 35,976 | 0.19% | 10q | -2.5%-$24.2K |
| ROYAL BANK OF CANADA | $899.0K | 34,999 | 0.00% | 31q | -4.3%-$40.4K |
| Busey Bank | $889.6K | 34,641 | 0.02% | 11q | -1.5%-$13.9K |
| Equitable Holdings, Inc. | $888.7K | 34,608 | 0.01% | 3q | +23.5%+$169.3K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $853.2K | 33,223 | 0.00% | 2q | -14.3%-$142.1K |
| Lido Advisors, LLC | $796.0K | 30,998 | 0.00% | 11q | HELD |
| Modera Wealth Management, LLC | $776.7K | 30,245 | 0.01% | 10q | HELD |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $745.6K | 29,036 | 0.60% | 7q | +1.6%+$12.1K |
| Creative Planning | $727.6K | 28,335 | 0.00% | 21q | -6.7%-$52.3K |
| Treasure Coast Financial Planning | $714.3K | 27,817 | 0.35% | 19q | -16.0%-$136.1K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $705.4K | 27,470 | 0.05% | 31q | -53.1%-$799.5K |
| Auour Investments LLC | $704.1K | 27,417 | 0.20% | 13q | +2.5%+$17.2K |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $638.9K | 24,881 | 0.06% | 11q | -28.2%-$250.5K |
| BIP Wealth, LLC | $637.2K | 24,812 | 0.02% | 14q | +5.2%+$31.7K |
| KWB Wealth | $633.6K | 24,674 | 0.05% | 17q | +2.4%+$14.7K |
| Savant Capital, LLC | $620.6K | 24,008 | 0.00% | 29q | +94.5%+$301.5K |
| NORTHERN TRUST CORP | $606.1K | 23,602 | 0.00% | 4q | HELD |
| LEVEL FOUR ADVISORY SERVICES, LLC | $598.9K | 23,322 | 0.02% | 14q | HELD |
| UBS Group AG | $598.3K | 23,298 | 0.00% | 31q | -0.8%-$4.8K |
| SHEETS SMITH WEALTH MANAGEMENT | $576.9K | 22,466 | 0.06% | 11q | HELD |
| True Blue Financial, LLC | $550.2K | 21,424 | 0.23% | 3q | +19.9%+$91.4K |
| Amicus Financial Advisors, LLC | $495.4K | 19,291 | 0.12% | 3q | -22.7%-$145.6K |
| Post Resch Tallon Group Inc. | $487.1K | 18,968 | 0.34% | 7q | HELD |
| KEYBANK NATIONAL ASSOCIATION/OH | $480.7K | 18,720 | 0.00% | 9q | +7.6%+$34.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $456.3K | 17,768 | 0.00% | 26q | +21.8%+$81.6K |
| OneDigital Investment Advisors LLC | $404.6K | 15,754 | 0.00% | 24q | +2.1%+$8.2K |
| Vise Technologies, Inc. | $373.3K | 14,536 | 0.00% | 16q | -19.6%-$91.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $371.6K | 14,660 | 0.00% | 10q | -4.6%-$17.9K |
| Valtinson Bruner Financial Planning LLC | $329.7K | 12,837 | 0.08% | 28q | HELD |
| Fifth Third Securities, Inc. | $326.0K | 12,693 | 0.02% | 17q | +6.8%+$20.6K |
| Financial Strategies Group, Inc. | $315.0K | 12,456 | 0.05% | 12q | -0.6%-$1.8K |
| Barnes Wealth Management Group, Inc | $314.9K | 12,262 | 0.15% | 6q | -7.8%-$26.7K |
| Ridgewood Investments LLC | $313.1K | 12,191 | 0.12% | 23q | -11.8%-$42.1K |
| Kohmann Bosshard Financial Services, LLC | $308.6K | 12,018 | 0.03% | 7q | HELD |
| Detalus Advisors, LLC | $305.7K | 11,904 | 0.06% | 6q | +10.8%+$29.8K |
| LYNX CAPITAL GROUP LTD /ADV | $300.5K | 11,700 | 0.12% | 11q | HELD |
Showing the largest 100 of 203 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 | 197 | $645.6M | 25,110,070 | 15 | 68 | 53 | 0.1% |
| Q1 2026 | 204 | $667.1M | 25,636,756 | 24 | 51 | 73 | 0.0% |
| Q4 2025 | 209 | $536.6M | 20,672,985 | 21 | 58 | 65 | 0.0% |
| Q3 2025 | 202 | $603.8M | 22,938,081 | 13 | 54 | 76 | 0.1% |
| Q2 2025 | 205 | $593.5M | 22,764,242 | 14 | 58 | 71 | 0.1% |
| Q1 2025 | 209 | $547.4M | 20,735,844 | 19 | 48 | 79 | 0.1% |
| Q4 2024 | 212 | $537.0M | 21,186,572 | 22 | 48 | 65 | 0.1% |
| Q3 2024 | 198 | $513.0M | 19,491,293 | 14 | 35 | 93 | 0.2% |
| Q2 2024 | 213 | $622.8M | 24,492,080 | 18 | 58 | 86 | 0.0% |
| Q1 2024 | 219 | $903.1M | 35,231,952 | 19 | 56 | 90 | 0.1% |
| Q4 2023 | 225 | $909.4M | 35,514,956 | 20 | 57 | 91 | 0.1% |
| Q3 2023 | 224 | $915.3M | 36,801,272 | 24 | 61 | 86 | 0.0% |
| Q2 2023 | 212 | $965.1M | 37,272,532 | 19 | 46 | 98 | 0.1% |
| Q1 2023 | 216 | $1.0B | 38,649,686 | 18 | 56 | 98 | 0.4% |
| Q4 2022 | 228 | $1.4B | 51,929,867 | 26 | 43 | 110 | 0.3% |
| Q3 2022 | 270 | $1.5B | 57,709,668 | 29 | 81 | 117 | 0.1% |
| Q2 2022 | 284 | $1.9B | 68,820,285 | 34 | 92 | 115 | 0.0% |
| Q1 2022 | 292 | $2.4B | 79,271,818 | 29 | 107 | 98 | 0.0% |
| Q4 2021 | 317 | $2.4B | 75,589,436 | 44 | 130 | 55 | 0.0% |
| Q3 2021 | 260 | $1.9B | 61,460,841 | 40 | 117 | 51 | 0.0% |
| Q2 2021 | 240 | $1.7B | 53,717,254 | 40 | 102 | 57 | 0.0% |
| Q1 2021 | 214 | $1.6B | 52,729,183 | 23 | 100 | 51 | 0.0% |
| Q4 2020 | 201 | $1.4B | 44,705,656 | 21 | 85 | 45 | 0.0% |
| Q3 2020 | 184 | $1.3B | 40,828,807 | 30 | 78 | 40 | 0.0% |
| Q2 2020 | 164 | $1.2B | 39,052,729 | 22 | 53 | 57 | 0.0% |
| Q1 2020 | 160 | $1.2B | 39,891,357 | 24 | 45 | 62 | 0.0% |
| Q4 2019 | 162 | $1.2B | 43,546,040 | 21 | 59 | 37 | 0.0% |
| Q3 2019 | 132 | $1.1B | 40,197,386 | 22 | 99 | 8 | 0.0% |
| Q2 2019 | 127 | $1.2B | 20,449,027 | 17 | 52 | 29 | 0.0% |
| Q1 2019 | 134 | $1.1B | 20,347,393 | 11 | 34 | 48 | 0.0% |
| Q4 2018 | 130 | $1.1B | 20,850,656 | 1 | 5 | 3 | 0.0% |