# SPDR SERIES TRUST (SPMD)

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

- Reporting holders: 39
- Reported value: $216.4M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $59.7M | 947,740 | 0.4% | 15 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $49.1M | 778,920 | 5.7% | 32 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $16.5M | 261,586 | 5.8% | 20 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $16.2M | 257,445 | 0.4% | 6 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $12.3M | 195,020 | 0.2% | 7 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $9.4M | 149,004 | 2.2% | 20 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $9.4M | 148,661 | 0.3% | 1 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $8.9M | 141,256 | 1.8% | 32 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $7.0M | 110,717 | 1.4% | 16 |
| [Post Resch Tallon Group Inc.](https://holderbook.com/funds/2054476-post-resch-tallon-group-inc/) | $4.0M | 64,204 | 2.8% | 8 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $3.5M | 54,838 | 0.4% | 9 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $2.5M | 38,979 | 0.3% | 32 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.9M | 29,828 | 0.2% | 4 |
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $1.6M | 25,553 | 1.1% | 11 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.5M | 24,507 | 0.0% | 11 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.5M | 22,871 | 0.0% | 21 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.4M | 22,215 | 0.0% | 20 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $1.4M | 22,329 | 0.4% | 3 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $1.4M | 21,792 | 0.2% | 6 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $1.2M | 19,065 | 1.0% | 4 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $932.8K | 14,507 | 0.1% | 24 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $769.8K | 12,212 | 0.2% | 16 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $718.7K | 11,401 | 0.3% | 6 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $609.3K | 9,666 | 0.4% | 4 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $401.0K | 6,361 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 39 | $216.4M |
| Q2 2026 | 844 | $17.1B |
| Q1 2026 | 809 | $14.1B |
| Q4 2025 | 796 | $13.7B |
| Q3 2025 | 731 | $12.7B |
| Q2 2025 | 722 | $11.7B |
| Q1 2025 | 676 | $10.7B |
| Q4 2024 | 682 | $10.8B |
| Q3 2024 | 622 | $9.8B |
| Q2 2024 | 587 | $8.7B |
| Q1 2024 | 567 | $8.9B |
| Q4 2023 | 547 | $4.1B |