# SPDR SERIES TRUST (SPMB)

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

- Reporting holders: 12
- Reported value: $78.9M
- 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 |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $69.8M | 3,301,336 | 1.2% | 16 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $5.2M | 248,177 | 1.2% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.7M | 129,726 | 0.0% | 13 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $402.0K | 19,017 | 0.1% | 5 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $295.4K | 13,973 | 0.1% | 24 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $289.3K | 13,683 | 0.2% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $62.8K | 2,969 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $37.9K | 1,791,424 | 1.0% | 20 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $17.1K | 811 | 0.0% | 1 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $12.0K | 567 | 0.0% | 1 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $6.2K | 292 | 0.0% | 7 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $3.8K | 180 | 0.0% | 12 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $740 | 35 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $78.9M |
| Q2 2026 | 258 | $6.3B |
| Q1 2026 | 241 | $6.5B |
| Q4 2025 | 252 | $6.3B |
| Q3 2025 | 228 | $6.1B |
| Q2 2025 | 228 | $6.0B |
| Q1 2025 | 225 | $5.9B |
| Q4 2024 | 226 | $5.6B |
| Q3 2024 | 211 | $5.5B |
| Q2 2024 | 209 | $5.1B |
| Q1 2024 | 210 | $5.0B |
| Q4 2023 | 195 | $4.7B |