SPDR SERIES TRUST (SPLB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
172
Reporting holders
$808.3M
Reported value
0.0%
Held as options
+0
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 | $107.4M | 4,795,091 | 0.00% | 31q | -32.3%-$51.2M |
| ENVESTNET ASSET MANAGEMENT INC | $103.6M | 4,627,182 | 0.02% | 31q | +42.5%+$30.9M |
| LPL Financial LLC | $93.2M | 4,160,100 | 0.02% | 31q | -1.7%-$1.6M |
| ROCKLAND TRUST CO | $45.5M | 2,029,619 | 1.78% | 12q | +4.7%+$2.0M |
| NYL Investors LLC | $32.7M | 1,460,850 | 12.55% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $21.3M | 950,899 | 0.00% | 31q | -1.1%-$241.9K |
| Clark Capital Management Group, Inc. | $20.5M | 915,153 | 0.11% | 4q | +54.0%+$7.2M |
| MORGAN STANLEY | $19.8M | 882,541 | 0.00% | 35q | -7.0%-$1.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18.9M | 842,333 | 0.00% | 2q | +2966.4%+$18.3M |
| Envestnet Portfolio Solutions, Inc. | $18.4M | 823,018 | 0.09% | 3q | +37.3%+$5.0M |
| Cetera Investment Advisers | $17.7M | 791,720 | 0.02% | 12q | +52.6%+$6.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.1M | 763,927 | 0.01% | 25q | +1.7%+$284.5K |
| PRINCIPAL SECURITIES, INC. | $17.1M | 763,272 | 0.21% | 11q | +53.7%+$6.0M |
| GOLDMAN SACHS GROUP INC | $15.4M | 686,345 | 0.00% | new | NEW |
| Gotham Asset Management, LLC | $15.3M | 683,691 | 0.04% | 9q | +2.7%+$408.8K |
| WELLS FARGO & COMPANY/MN | $12.3M | 547,675 | 0.00% | 31q | -50.3%-$12.4M |
| Econ Financial Services Corp | $11.8M | 525,451 | 5.50% | 2q | +118.5%+$6.4M |
| ASSETMARK, INC | $11.3M | 502,849 | 0.02% | 31q | -6.1%-$733.4K |
| PFG Advisors | $10.9M | 484,688 | 0.55% | 12q | +13.2%+$1.3M |
| ROYAL BANK OF CANADA | $9.9M | 443,647 | 0.00% | 31q | +6.7%+$621.1K |
| White & Co Financial Planning Inc | $9.5M | 421,974 | 5.86% | 7q | +13.6%+$1.1M |
| Goldstone Financial Group, LLC | $9.3M | 417,214 | 0.85% | 8q | -24.4%-$3.0M |
| Graney & King, LLC | $8.9M | 399,368 | 3.22% | 7q | +6.2%+$519.9K |
| ARRIEN INVESTMENTS, INC. | $8.8M | 394,040 | 4.45% | 5q | +3.5%+$294.5K |
| Mirae Asset Global Investments Co., Ltd. | $8.5M | 379,000 | 0.01% | 21q | -43.4%-$6.5M |
| RAYMOND JAMES FINANCIAL INC | $8.4M | 375,423 | 0.00% | 7q | HELD |
| Hedeker Wealth, LLC | $7.5M | 335,036 | 1.43% | 14q | -1.5%-$114.7K |
| OSAIC HOLDINGS, INC. | $6.1M | 274,303 | 0.01% | 26q | +5.8%+$338.1K |
| JANE STREET GROUP, LLC | $6.0M | 267,557 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $5.7M | 254,912 | 0.00% | 27q | +2.9%+$159.4K |
| Cerity Partners LLC | $4.6M | 206,323 | 0.01% | 2q | +0.6%+$29.8K |
| Roan Capital Partners | $3.9M | 175,836 | 3.27% | 2q | +7.0%+$257.5K |
| MML INVESTORS SERVICES, LLC | $3.8M | 171,153 | 0.01% | 7q | +79.0%+$1.7M |
| Aspire Private Capital, LLC | $3.7M | 166,659 | 0.77% | 6q | +3.4%+$121.3K |
| JPMORGAN CHASE & CO | $3.7M | 164,755 | 0.00% | 18q | -8.2%-$334.7K |
| Arete Wealth Advisors, LLC | $3.6M | 160,518 | 0.08% | 3q | +111.6%+$1.9M |
| Integrated Wealth Concepts LLC | $2.9M | 131,008 | 0.01% | 4q | +87.9%+$1.4M |
| Westside Investment Management, Inc. | $2.9M | 130,611 | 0.38% | 11q | +15.6%+$395.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 128,751 | 0.00% | 7q | -24.0%-$889.3K |
| CONNING INC. | $2.8M | 124,080 | 0.08% | 20q | HELD |
| Quadrature Capital Ltd | $2.7M | 121,740 | 0.02% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $2.7M | 121,199 | 0.06% | 7q | +12.9%+$311.2K |
| Aspetuck Financial Management LLC | $2.7M | 121,014 | 1.60% | 7q | HELD |
| NewEdge Advisors, LLC | $2.6M | 117,759 | 0.01% | 17q | +48.7%+$863.8K |
| LANDMARK WEALTH MANAGEMENT, INC. | $2.4M | 107,676 | 0.80% | 3q | -9.3%-$248.5K |
| Raleigh Capital Management Inc. | $2.3M | 102,169 | 0.73% | 6q | +4.8%+$105.1K |
| Private Advisor Group, LLC | $2.2M | 97,119 | 0.01% | 21q | -51.8%-$2.3M |
| HighTower Advisors, LLC | $2.1M | 93,668 | 0.00% | 3q | +11.0%+$207.1K |
| JONES FINANCIAL COMPANIES LLLP | $2.0M | 90,908 | 0.00% | 9q | +8.2%+$154.6K |
| Sanctuary Advisors, LLC | $1.9M | 83,752 | 0.01% | 9q | +3.6%+$65.8K |
| Advyzon Investment Management, LLC | $1.8M | 79,721 | 0.13% | 7q | +4.7%+$80.6K |
| UBS Group AG | $1.8M | 78,962 | 0.00% | 31q | +7.0%+$115.3K |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $1.8M | 78,899 | 0.62% | 15q | -3.1%-$56.5K |
| Caitlin John, LLC | $1.7M | 76,947 | 0.94% | 11q | -70.7%-$4.2M |
| IFP Advisors, Inc | $1.6M | 70,327 | 0.03% | 11q | -3.5%-$58.0K |
| Fourth Dimension Wealth, LLC | $1.5M | 66,918 | 0.47% | 7q | +6.0%+$84.4K |
| J.W. COLE ADVISORS, INC. | $1.5M | 66,419 | 0.03% | 5q | -10.0%-$164.6K |
| NOVEM GROUP | $1.5M | 64,763 | 0.15% | 7q | +3.7%+$51.7K |
| Signal Advisors Wealth, LLC | $1.4M | 62,422 | 0.07% | 3q | -10.8%-$168.8K |
| Sigma Planning Corp | $1.2M | 54,409 | 0.03% | 4q | +17.3%+$179.5K |
| Rockefeller Capital Management L.P. | $1.2M | 53,231 | 0.00% | 10q | +0.7%+$8.0K |
| Prospera Financial Services Inc | $1.2M | 52,014 | 0.02% | 12q | +0.8%+$9.1K |
| TRUEFG, LLC | $1.2M | 51,950 | 0.27% | 27q | +3.2%+$36.0K |
| HARBOUR INVESTMENTS, INC. | $1.1M | 47,812 | 0.01% | 21q | +6.9%+$69.3K |
| Boltwood Capital Management | $1.0M | 44,850 | 0.23% | 11q | HELD |
| Ameritas Investment Partners, Inc. | $1.0M | 44,683 | 0.03% | 7q | +3.4%+$32.7K |
| Ally Invest Advisors Inc. | $997.8K | 44,547 | 0.06% | 13q | +9.6%+$87.1K |
| GWN SECURITIES INC. | $922.2K | 41,168 | 0.15% | 6q | +8.8%+$74.7K |
| Geneos Wealth Management Inc. | $895.6K | 39,983 | 0.02% | 35q | +2.1%+$18.4K |
| Koshinski Asset Management, Inc. | $895.5K | 39,979 | 0.05% | 10q | -5.2%-$49.1K |
| Spectrum Wealth Advisory Group, LLC | $893.8K | 39,903 | 0.25% | 5q | -69.2%-$2.0M |
| KKM Financial LLC | $862.7K | 38,514 | 0.12% | 7q | +12.8%+$97.8K |
| Midwest Financial Network, LLC | $842.7K | 37,626 | 0.58% | new | FIRST |
| Strategic Advocates LLC | $831.8K | 37,136 | 3.22% | 9q | -3.4%-$29.5K |
| AMERIPRISE FINANCIAL INC | $762.1K | 33,924 | 0.00% | 31q | -54.9%-$927.4K |
| AE Wealth Management LLC | $740.3K | 33,049 | 0.00% | 7q | +3.6%+$25.8K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $724.1K | 32,328 | 0.03% | 25q | +85.8%+$334.5K |
| NOVUS ADVISORS, LLC | $711.4K | 31,761 | 1.48% | 3q | -3.4%-$24.7K |
| SHP Wealth Management | $699.7K | 31,238 | 0.05% | 3q | -24.5%-$227.5K |
| Insight Advisors, LLC/ PA | $688.7K | 30,744 | 0.12% | 23q | -8.5%-$63.9K |
| Legacy Wealth Partners, LLC | $672.3K | 30,013 | 0.15% | 2q | +15.6%+$90.7K |
| Sharkey, Howes & Javer | $660.2K | 29,474 | 0.08% | 2q | -55.0%-$805.8K |
| Advisor OS, LLC | $575.8K | 25,704 | 0.04% | 3q | -6.1%-$37.3K |
| RMR Capital Management, LLC | $537.0K | 23,971 | 0.37% | 11q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $514.1K | 22,949 | 0.01% | new | NEW |
| CreativeOne Wealth, LLC | $499.7K | 22,307 | 0.01% | 3q | -44.2%-$395.2K |
| Belpointe Asset Management LLC | $489.0K | 21,830 | 0.02% | 2q | +57.4%+$178.4K |
| IHT Wealth Management, LLC | $452.8K | 20,212 | 0.01% | 17q | +6.9%+$29.1K |
| Global Financial Private Client, LLC | $434.4K | 19,394 | 0.12% | 10q | -3.7%-$16.8K |
| International Private Wealth Advisors LLC | $430.6K | 19,224 | 0.22% | 2q | -6.9%-$31.7K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $411.0K | 18,347 | 0.01% | 8q | HELD |
| Kestra Advisory Services, LLC | $394.7K | 17,619 | 0.00% | 5q | -37.0%-$232.2K |
| &PARTNERS | $366.4K | 16,357 | 0.00% | 9q | -9.7%-$39.2K |
| Entelevest, LLC | $366.3K | 16,353 | 0.31% | 3q | -8.1%-$32.5K |
| HF Advisory Group, LLC | $345.4K | 15,418 | 0.11% | 15q | +6.8%+$22.0K |
| Twelve Points Wealth Management LLC | $342.1K | 15,271 | 0.07% | 15q | -3.7%-$13.2K |
| RiverFront Investment Group, LLC | $339.1K | 15,139 | 0.00% | 9q | HELD |
| Stratos Wealth Partners, LTD. | $329.1K | 14,690 | 0.00% | 3q | +12.9%+$37.7K |
| Fifth Third Securities, Inc. | $325.7K | 14,539 | 0.02% | 10q | -92.2%-$3.8M |
| StoneX Group Inc. | $313.4K | 13,971 | 0.01% | new | NEW |
Showing the largest 100 of 175 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 | 172 | $808.3M | 36,088,635 | 20 | 65 | 59 | 0.0% |
| Q1 2026 | 172 | $876.9M | 39,503,427 | 28 | 81 | 39 | 0.0% |
| Q4 2025 | 162 | $588.1M | 26,108,007 | 30 | 69 | 36 | 0.0% |
| Q3 2025 | 145 | $517.7M | 22,371,980 | 19 | 58 | 49 | 0.0% |
| Q2 2025 | 159 | $757.0M | 33,588,129 | 17 | 78 | 47 | 0.0% |
| Q1 2025 | 157 | $710.2M | 31,470,143 | 39 | 57 | 41 | 0.0% |
| Q4 2024 | 136 | $471.6M | 21,208,115 | 15 | 47 | 35 | 0.0% |
| Q3 2024 | 135 | $504.2M | 20,845,238 | 20 | 49 | 37 | 0.2% |
| Q2 2024 | 128 | $444.8M | 19,687,621 | 22 | 52 | 28 | 0.2% |
| Q1 2024 | 117 | $433.3M | 18,576,753 | 19 | 47 | 23 | 0.4% |
| Q4 2023 | 119 | $438.7M | 18,378,420 | 20 | 38 | 34 | 0.4% |
| Q3 2023 | 102 | $355.1M | 16,660,544 | 23 | 29 | 32 | 0.4% |
| Q2 2023 | 93 | $372.5M | 16,021,280 | 14 | 33 | 22 | 0.0% |
| Q1 2023 | 85 | $340.3M | 14,393,463 | 12 | 29 | 25 | 0.1% |
| Q4 2022 | 87 | $254.3M | 11,313,070 | 20 | 24 | 26 | 0.1% |
| Q3 2022 | 93 | $262.8M | 12,076,079 | 7 | 30 | 37 | 0.0% |
| Q2 2022 | 97 | $269.4M | 11,179,607 | 14 | 21 | 46 | 0.0% |
| Q1 2022 | 112 | $621.1M | 22,349,366 | 14 | 32 | 47 | 0.0% |
| Q4 2021 | 130 | $660.9M | 21,011,673 | 12 | 48 | 36 | 0.0% |
| Q3 2021 | 113 | $572.8M | 18,262,893 | 12 | 36 | 41 | 0.0% |
| Q2 2021 | 111 | $806.7M | 25,375,979 | 19 | 34 | 43 | 0.0% |
| Q1 2021 | 113 | $622.8M | 20,640,164 | 19 | 38 | 38 | 0.0% |
| Q4 2020 | 123 | $567.0M | 17,154,217 | 18 | 60 | 20 | 0.0% |
| Q3 2020 | 105 | $392.6M | 12,353,190 | 17 | 53 | 25 | 0.0% |
| Q2 2020 | 98 | $357.8M | 11,301,808 | 43 | 33 | 12 | 0.0% |
| Q1 2020 | 60 | $196.9M | 6,913,807 | 9 | 16 | 28 | 0.0% |
| Q4 2019 | 80 | $326.9M | 10,856,627 | 26 | 20 | 19 | 0.0% |
| Q3 2019 | 60 | $266.5M | 8,858,238 | 8 | 18 | 21 | 0.0% |
| Q2 2019 | 63 | $305.8M | 10,636,174 | 14 | 25 | 14 | 0.0% |
| Q1 2019 | 58 | $219.1M | 8,029,896 | 11 | 23 | 17 | 0.0% |
| Q4 2018 | 57 | $185.9M | 7,304,861 | 2 | 2 | 0 | 0.0% |