SPDR SERIES TRUST (SPMB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
247
Reporting holders
$6.2B
Reported value
0.0%
Held as options
+16
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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | $4.4B | 196,882,687 | 7.80% | 28q | +4.6%+$191.2M |
| LPL Financial LLC | $500.2M | 22,418,421 | 0.11% | 31q | -4.3%-$22.5M |
| STIFEL FINANCIAL CORP | $131.5M | 5,892,272 | 0.11% | 15q | -25.1%-$43.9M |
| BENJAMIN EDWARDS INC | $107.4M | 4,813,580 | 0.98% | 15q | -25.1%-$36.0M |
| AMERIPRISE FINANCIAL INC | $79.8M | 3,577,787 | 0.02% | 23q | -48.5%-$75.3M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $75.2M | 3,370,501 | 1.17% | 15q | -12.5%-$10.8M |
| BANK OF AMERICA CORP /DE/ | $50.1M | 2,245,455 | 0.00% | 31q | +2.9%+$1.4M |
| Advisory Alpha, LLC | $49.8M | 2,230,802 | 1.22% | 6q | +2.9%+$1.4M |
| ASSETMARK, INC | $43.8M | 1,962,264 | 0.08% | 10q | +8.2%+$3.3M |
| GOLDMAN SACHS GROUP INC | $43.3M | 1,942,502 | 0.00% | 2q | +1484.3%+$40.6M |
| MORGAN STANLEY | $42.5M | 1,907,212 | 0.00% | 35q | +0.8%+$339.8K |
| JPMORGAN CHASE & CO | $33.8M | 1,507,711 | 0.00% | 31q | +11.8%+$3.6M |
| Zurich Insurance Group Ltd/FI | $33.1M | 1,482,295 | 0.23% | 21q | HELD |
| CITADEL ADVISORS LLC | $32.1M | 1,438,482 | 0.00% | new | NEW |
| Financial Plan, Inc. | $30.2M | 1,354,741 | 2.87% | 3q | +6.5%+$1.9M |
| FINANCIAL LIFE ADVISORS | $29.0M | 1,300,999 | 8.25% | 14q | +24.9%+$5.8M |
| Sanctuary Advisors, LLC | $24.3M | 1,090,336 | 0.11% | 9q | +8.8%+$2.0M |
| Baird Financial Group, Inc. | $24.1M | 1,078,449 | 0.03% | 11q | HELD |
| ALTFEST L J & CO INC | $19.8M | 885,863 | 1.92% | 8q | +2.7%+$519.1K |
| Gladstone Institutional Advisory LLC | $19.7M | 885,033 | 0.62% | 10q | +7.7%+$1.4M |
| Compton Financial Group, LLC | $19.4M | 870,078 | 3.74% | 6q | -50.6%-$19.9M |
| 93 Financial Group, LLC | $17.9M | 801,374 | 7.06% | 3q | +2.8%+$484.1K |
| Cetera Investment Advisers | $17.5M | 782,706 | 0.02% | 11q | +1.9%+$323.7K |
| Private Advisor Group, LLC | $15.9M | 713,679 | 0.07% | 25q | +29.0%+$3.6M |
| ST GERMAIN D J CO INC | $15.7M | 705,795 | 0.57% | 18q | +2.9%+$437.2K |
| Tidemark, LLC | $15.7M | 703,013 | 3.53% | 11q | +20.8%+$2.7M |
| Summit Financial, LLC | $15.5M | 695,748 | 0.17% | 2q | +3.4%+$510.0K |
| Private Advisory Group LLC | $14.6M | 656,299 | 0.79% | 2q | +11.8%+$1.5M |
| Leicht Financial Planning & Wealth Management, Inc. | $13.8M | 618,696 | 5.66% | 25q | -32.5%-$6.6M |
| Equitable Holdings, Inc. | $13.0M | 581,145 | 0.08% | 14q | +33.1%+$3.2M |
| Collier Financial | $11.0M | 494,650 | 7.55% | 5q | -21.3%-$3.0M |
| Stokes Family Office, LLC | $10.9M | 487,991 | 1.27% | 15q | -19.0%-$2.6M |
| Stratos Wealth Partners, LTD. | $10.5M | 470,785 | 0.11% | 12q | +11.4%+$1.1M |
| Vise Technologies, Inc. | $9.2M | 414,577 | 0.10% | 17q | +212.7%+$6.3M |
| Mariner, LLC | $8.8M | 394,180 | 0.01% | 20q | -14.8%-$1.5M |
| Integrated Wealth Concepts LLC | $8.5M | 381,746 | 0.04% | 21q | +85.2%+$3.9M |
| Detalus Advisors, LLC | $7.3M | 328,868 | 1.43% | 15q | +17.6%+$1.1M |
| Leslie Global Wealth, LLC | $7.3M | 326,291 | 2.83% | new | NEW |
| FLAGSHIP HARBOR ADVISORS, LLC | $7.3M | 325,064 | 0.28% | 19q | -16.7%-$1.5M |
| Chesapeake Wealth Management | $7.1M | 318,400 | 1.99% | 31q | +0.5%+$35.9K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $6.8M | 305,897 | 0.46% | 13q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $6.6M | 293,896 | 0.00% | 30q | -3.8%-$261.7K |
| True Blue Financial, LLC | $6.5M | 289,271 | 2.72% | 3q | +1524.6%+$6.1M |
| Waverly Advisors, LLC | $6.4M | 286,215 | 0.04% | 9q | +35.9%+$1.7M |
| Portside Wealth Group, LLC | $6.4M | 284,956 | 0.74% | 13q | +6.5%+$388.9K |
| Midwest Capital Advisors, LLC | $6.0M | 268,183 | 2.43% | 7q | +27.2%+$1.3M |
| ABOUND FINANCIAL, LLC | $5.9M | 265,292 | 2.36% | 7q | -0.5%-$29.8K |
| Drucker Wealth 3.0, LLC | $5.0M | 225,295 | 0.79% | 5q | +10.1%+$459.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.0M | 224,804 | 0.00% | 13q | +10.1%+$460.7K |
| Boltwood Capital Management | $5.0M | 223,723 | 1.14% | 13q | +10.7%+$483.2K |
| Checchi Capital Advisers, LLC | $5.0M | 222,811 | 0.22% | 12q | HELD |
| Clearwater Capital Advisors, LLC | $4.9M | 221,864 | 0.36% | 11q | -6.2%-$325.1K |
| HORIZON FINANCIAL SERVICES, LLC | $4.7M | 210,457 | 1.80% | 6q | HELD |
| Vertex Planning Partners, LLC | $4.4M | 197,532 | 0.65% | 15q | +42.3%+$1.3M |
| Western Wealth Management, LLC | $4.1M | 183,412 | 0.13% | 24q | -3.1%-$130.5K |
| West Wealth Group, LLC | $3.9M | 175,486 | 0.64% | 8q | +10.6%+$374.0K |
| OSAIC HOLDINGS, INC. | $3.8M | 168,817 | 0.00% | 26q | +23.0%+$705.5K |
| JPL Wealth Management, LLC | $3.7M | 166,364 | 0.74% | 7q | +190.9%+$2.4M |
| Forefront Wealth Partners, LLC | $3.6M | 162,919 | 1.13% | 4q | +82.7%+$1.6M |
| Archer Investment Management, LLC | $3.6M | 159,834 | 1.22% | 3q | +83.3%+$1.6M |
| Keystone Financial Group | $3.2M | 144,536 | 0.19% | 8q | -15.8%-$606.2K |
| Spectrum Planning & Advisory Services Inc. | $3.2M | 142,862 | 1.43% | 6q | +11.2%+$322.1K |
| EHRLICH FINANCIAL GROUP | $3.1M | 139,202 | 1.60% | 7q | +5.9%+$172.1K |
| Seed Wealth Management, Inc. | $3.1M | 138,610 | 1.96% | 11q | +16.9%+$447.3K |
| Valmark Advisers, Inc. | $3.0M | 132,997 | 0.03% | 15q | -23.7%-$920.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.9M | 130,060 | 0.00% | 2q | +50.1%+$968.5K |
| Farther Finance Advisors, LLC | $2.8M | 127,145 | 0.02% | 12q | -2.1%-$60.6K |
| Dynamic Advisor Solutions LLC | $2.7M | 120,865 | 0.08% | 11q | -1.3%-$35.5K |
| Mutual Advisors, LLC | $2.7M | 119,069 | 0.05% | 11q | -45.2%-$2.2M |
| Kingsview Wealth Management, LLC | $2.6M | 118,481 | 0.03% | 29q | HELD |
| Visionary Wealth Advisors | $2.6M | 116,235 | 0.10% | 26q | -28.9%-$1.1M |
| Hirtle & Co., LLC | $2.6M | 115,763 | 0.08% | 17q | -91.6%-$28.3M |
| CAPTRUST FINANCIAL ADVISORS | $2.5M | 110,044 | 0.00% | 3q | +6.6%+$151.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 100,864 | 0.00% | 13q | +6.7%+$140.7K |
| Simplicity Wealth,LLC | $2.2M | 100,365 | 0.08% | new | NEW |
| Alesco Advisors, LLC, An ESL Co | $2.2M | 97,915 | 0.05% | 19q | +1.9%+$41.2K |
| Apollon Financial, LLC | $2.2M | 97,548 | 0.26% | 2q | -15.3%-$394.2K |
| Kestra Advisory Services, LLC | $2.1M | 95,358 | 0.01% | 13q | -3.0%-$65.1K |
| Fort Point Capital Partners LLC | $2.1M | 93,143 | 0.14% | 11q | +57.1%+$755.6K |
| Diversify Advisory Services, LLC | $2.0M | 91,781 | 0.03% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.0M | 91,781 | 0.03% | 9q | -8.0%-$175.2K |
| EWA, LLC | $2.0M | 88,003 | 0.36% | 8q | +6.9%+$126.7K |
| CacheTech Inc. | $2.0M | 87,954 | 0.32% | 5q | -17.4%-$413.6K |
| WELLS FARGO & COMPANY/MN | $1.9M | 83,439 | 0.00% | 31q | -51.2%-$2.0M |
| Amundi | $1.8M | 79,627 | 0.00% | 2q | +7.5%+$124.3K |
| Integrated Advisors Network LLC | $1.8M | 78,751 | 0.08% | 6q | +64.3%+$687.6K |
| Adams Wealth Management | $1.7M | 78,165 | 0.33% | 5q | -18.6%-$399.3K |
| PRIVATE TRUST CO NA | $1.7M | 75,244 | 0.13% | 17q | -12.0%-$228.5K |
| Marks Group Wealth Management, Inc | $1.7M | 74,258 | 0.14% | 2q | -3.2%-$54.2K |
| Kestra Investment Management, LLC | $1.5M | 66,427 | 0.03% | 8q | +91.7%+$708.9K |
| UPTICK PARTNERS, LLC | $1.4M | 64,561 | 0.22% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $1.4M | 64,421 | 0.01% | new | NEW |
| Collaborative Wealth Managment Inc. | $1.3M | 56,640 | 0.53% | 19q | -24.8%-$415.7K |
| RFG Advisory, LLC | $1.3M | 56,623 | 0.02% | 6q | +7.8%+$91.7K |
| Strategic Blueprint, LLC | $1.2M | 55,993 | 0.06% | 15q | +1.1%+$13.5K |
| Independent Advisor Alliance | $1.2M | 55,587 | 0.03% | 10q | -96.4%-$33.4M |
| Center For Asset Management LLC | $1.2M | 53,668 | 0.53% | 9q | +5.5%+$62.3K |
| ROYAL BANK OF CANADA | $1.2M | 51,985 | 0.00% | 31q | -13.0%-$173.0K |
| TMB Capital Partners, LLC | $1.2M | 51,923 | 0.36% | 3q | +15.5%+$155.8K |
| Advisory Services Network, LLC | $1.1M | 49,704 | 0.01% | 5q | HELD |
Showing the largest 100 of 256 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 | 247 | $6.2B | 279,465,942 | 39 | 87 | 76 | 0.0% |
| Q1 2026 | 231 | $6.4B | 287,744,093 | 28 | 95 | 66 | 0.0% |
| Q4 2025 | 241 | $6.1B | 273,827,370 | 26 | 94 | 75 | 0.0% |
| Q3 2025 | 221 | $6.0B | 267,971,494 | 24 | 92 | 66 | 0.0% |
| Q2 2025 | 221 | $5.9B | 266,294,629 | 19 | 86 | 77 | 0.0% |
| Q1 2025 | 217 | $5.8B | 264,095,044 | 27 | 77 | 79 | 0.0% |
| Q4 2024 | 218 | $5.6B | 258,341,268 | 24 | 97 | 52 | 0.0% |
| Q3 2024 | 203 | $5.4B | 240,859,894 | 25 | 78 | 62 | 0.0% |
| Q2 2024 | 198 | $5.0B | 232,948,119 | 23 | 66 | 76 | 0.0% |
| Q1 2024 | 199 | $4.9B | 226,621,663 | 38 | 76 | 48 | 0.0% |
| Q4 2023 | 181 | $4.7B | 211,511,247 | 32 | 63 | 60 | 0.0% |
| Q3 2023 | 160 | $4.2B | 202,451,310 | 20 | 67 | 49 | 0.0% |
| Q2 2023 | 162 | $4.2B | 191,296,930 | 23 | 66 | 45 | 0.0% |
| Q1 2023 | 151 | $4.0B | 181,142,877 | 25 | 51 | 48 | 0.0% |
| Q4 2022 | 129 | $3.6B | 164,754,464 | 27 | 36 | 43 | 0.0% |
| Q3 2022 | 153 | $3.5B | 164,296,721 | 22 | 45 | 57 | 0.0% |
| Q2 2022 | 152 | $3.7B | 162,375,589 | 20 | 40 | 72 | 0.0% |
| Q1 2022 | 159 | $4.1B | 170,350,076 | 29 | 52 | 57 | 0.0% |
| Q4 2021 | 149 | $4.0B | 157,023,250 | 23 | 43 | 55 | 0.0% |
| Q3 2021 | 132 | $3.7B | 144,192,913 | 16 | 61 | 32 | 0.0% |
| Q2 2021 | 131 | $3.6B | 138,920,865 | 21 | 46 | 39 | 0.0% |
| Q1 2021 | 120 | $3.2B | 123,079,517 | 18 | 45 | 36 | 0.0% |
| Q4 2020 | 112 | $2.6B | 98,897,529 | 11 | 46 | 26 | 0.0% |
| Q3 2020 | 98 | $2.3B | 86,790,469 | 10 | 43 | 28 | 0.0% |
| Q2 2020 | 95 | $1.8B | 65,414,687 | 24 | 32 | 30 | 0.0% |
| Q1 2020 | 85 | $1.8B | 68,355,766 | 17 | 41 | 16 | 0.0% |
| Q4 2019 | 81 | $578.6M | 22,160,215 | 12 | 39 | 18 | 0.0% |
| Q3 2019 | 65 | $782.6M | 29,795,086 | 15 | 33 | 9 | 0.0% |
| Q2 2019 | 54 | $119.8M | 4,584,673 | 15 | 15 | 12 | 0.0% |
| Q1 2019 | 47 | $120.7M | 4,694,816 | 14 | 18 | 9 | 0.0% |
| Q4 2018 | 40 | $75.4M | 2,969,513 | 0 | 2 | 0 | 0.0% |