SPDR SERIES TRUST (SPMD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
817
Reporting holders
$15.3B
Reported value
0.0%
Held as options
+29
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 |
|---|---|---|---|---|---|
| Creative Planning | $6.8B | 101,248,410 | 4.00% | 31q | +4.8%+$311.3M |
| LPL Financial LLC | $909.1M | 13,456,379 | 0.20% | 31q | +4.7%+$40.8M |
| BANK OF AMERICA CORP /DE/ | $585.0M | 8,659,408 | 0.04% | 31q | +348.3%+$454.5M |
| Valmark Advisers, Inc. | $479.6M | 7,099,453 | 5.09% | 26q | -1.6%-$7.8M |
| ENVESTNET ASSET MANAGEMENT INC | $303.2M | 4,488,056 | 0.07% | 31q | +8.2%+$23.0M |
| MORGAN STANLEY | $263.0M | 3,893,545 | 0.01% | 35q | +2.5%+$6.5M |
| AlTi Global, Inc. | $189.4M | 2,803,253 | 3.91% | 11q | -0.7%-$1.4M |
| Facet Wealth, Inc. | $178.1M | 2,636,343 | 2.55% | 7q | +2.0%+$3.5M |
| First Command Advisory Services, Inc. | $137.7M | 2,038,889 | 0.82% | 10q | +11.6%+$14.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $129.6M | 1,918,268 | 0.07% | 30q | -1.6%-$2.0M |
| UBS Group AG | $115.9M | 1,714,902 | 0.01% | 31q | -55.3%-$143.5M |
| HighTower Advisors, LLC | $111.3M | 1,648,164 | 0.11% | 31q | -17.5%-$23.6M |
| Koss-Olinger Consulting, LLC | $106.3M | 1,574,014 | 8.19% | 9q | +48.0%+$34.5M |
| OSAIC HOLDINGS, INC. | $103.8M | 1,535,784 | 0.12% | 26q | +13.6%+$12.4M |
| WELLS FARGO & COMPANY/MN | $102.6M | 1,518,548 | 0.02% | 31q | -47.4%-$92.6M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $100.7M | 1,492,239 | 0.55% | 30q | +4.1%+$3.9M |
| MASON STREET ADVISORS, LLC | $95.9M | 1,419,072 | 8.64% | 9q | -9.1%-$9.7M |
| Hancock Prospecting Pty Ltd | $95.3M | 1,410,470 | 1.67% | 6q | HELD |
| BLAIR WILLIAM & CO/IL | $87.5M | 1,294,582 | 0.23% | 31q | +54.3%+$30.8M |
| Wealthcare Advisory Partners LLC | $83.1M | 1,230,591 | 1.58% | 23q | +4.1%+$3.3M |
| RAYMOND JAMES FINANCIAL INC | $82.7M | 1,223,685 | 0.02% | 7q | +16.7%+$11.8M |
| Hills Bank & Trust Co | $82.2M | 1,215,987 | 3.50% | 11q | -6.0%-$5.2M |
| Cornerstone Wealth Management, LLC | $74.9M | 1,107,956 | 3.22% | 22q | -0.7%-$551.8K |
| ROYAL BANK OF CANADA | $71.0M | 1,050,971 | 0.01% | 31q | +21.4%+$12.5M |
| Auto-Owners Insurance Co | $70.2M | 1,040,000 | 1.59% | 15q | -21.8%-$19.6M |
| Corient Private Wealth LP | $66.7M | 986,696 | 0.04% | 15q | +105.3%+$34.2M |
| GREENLEAF TRUST | $66.5M | 984,218 | 0.64% | 4q | +9.2%+$5.6M |
| VICUS CAPITAL | $62.7M | 927,780 | 4.05% | 22q | +1.3%+$784.4K |
| GOLDMAN SACHS GROUP INC | $62.2M | 920,576 | 0.01% | 31q | HELD |
| Composition Wealth, LLC | $61.4M | 908,750 | 0.72% | 4q | +22.2%+$11.2M |
| Farther Finance Advisors, LLC | $60.3M | 892,359 | 0.47% | 14q | +12.0%+$6.4M |
| HHM Wealth Advisors, LLC | $57.9M | 856,429 | 5.81% | 14q | +5.2%+$2.8M |
| BOKF, NA | $55.9M | 827,035 | 0.77% | 7q | HELD |
| JNBA Financial Advisors | $55.1M | 815,885 | 4.17% | 31q | -4.2%-$2.4M |
| Private Advisor Group, LLC | $52.6M | 778,352 | 0.24% | 31q | -8.0%-$4.6M |
| 1900 WEALTH MANAGEMENT LLC | $52.3M | 774,635 | 2.91% | 12q | +2.4%+$1.2M |
| Peterson Wealth Advisors, LLC | $50.6M | 748,284 | 5.97% | 31q | +2.4%+$1.2M |
| AlphaStar Capital Management, LLC | $50.1M | 741,916 | 3.19% | 31q | -8.1%-$4.4M |
| GREAT VALLEY ADVISOR GROUP, INC. | $50.1M | 740,863 | 0.79% | 30q | HELD |
| BlackRock, Inc. | $49.3M | 729,476 | 0.00% | 7q | +43.5%+$14.9M |
| JPMORGAN CHASE & CO | $49.1M | 732,536 | 0.00% | 18q | +159.7%+$30.2M |
| RKL Wealth Management LLC | $48.7M | 720,231 | 3.88% | 8q | +6.0%+$2.8M |
| Equitable Holdings, Inc. | $47.6M | 703,911 | 0.28% | 25q | +14.8%+$6.1M |
| Impact Partnership Wealth, LLC | $46.5M | 687,948 | 4.52% | 11q | +6.4%+$2.8M |
| OARSMAN CAPITAL, INC. | $43.4M | 642,059 | 4.59% | 13q | +8.8%+$3.5M |
| RETIREMENT INCOME SOLUTIONS, INC | $42.3M | 714,469 | 7.28% | 27q | HELD |
| Atlas Private Wealth Advisors | $37.8M | 559,902 | 8.28% | 17q | +1.8%+$652.9K |
| Savant Capital, LLC | $37.7M | 595,107 | 0.11% | 9q | +97.7%+$18.6M |
| Gerber Kawasaki Wealth & Investment Management | $35.3M | 522,957 | 0.94% | 22q | +4.7%+$1.6M |
| Envestnet Portfolio Solutions, Inc. | $34.9M | 516,571 | 0.17% | 12q | +8.1%+$2.6M |
| NATIONAL BANK OF CANADA /FI/ | $34.7M | 514,000 | 0.02% | 9q | -9.9%-$3.8M |
| Dakota Wealth Management | $33.6M | 497,764 | 0.64% | 9q | +23.6%+$6.4M |
| MML INVESTORS SERVICES, LLC | $33.2M | 491,126 | 0.07% | 30q | +6.3%+$2.0M |
| STIFEL FINANCIAL CORP | $32.4M | 479,984 | 0.03% | 14q | +465.3%+$26.7M |
| Waverly Advisors, LLC | $32.3M | 478,595 | 0.19% | 11q | +2.5%+$779.8K |
| CAHABA WEALTH MANAGEMENT, INC. | $31.6M | 467,183 | 1.90% | 31q | -0.6%-$193.2K |
| ASSETMARK, INC | $30.9M | 457,527 | 0.05% | 25q | +3.2%+$970.0K |
| ST GERMAIN D J CO INC | $29.9M | 442,350 | 1.08% | 20q | +4.8%+$1.4M |
| Global Retirement Partners, LLC | $29.4M | 435,087 | 0.45% | 16q | -7.2%-$2.3M |
| Financial Strategies Group, Inc. | $29.4M | 442,361 | 4.68% | 26q | +2.9%+$830.1K |
| CIBC Bancorp USA Inc. | $28.9M | 433,583 | 0.04% | 2q | +48.9%+$9.5M |
| Ellenbecker Investment Group | $28.5M | 421,419 | 3.31% | 7q | +10.4%+$2.7M |
| Integrity Advisory Solutions, LLC | $27.6M | 407,945 | 2.84% | 4q | +0.9%+$254.4K |
| AQR CAPITAL MANAGEMENT LLC | $26.9M | 398,855 | 0.01% | 11q | +9.8%+$2.4M |
| First National Trust Co | $26.9M | 397,969 | 0.91% | 10q | -2.2%-$598.4K |
| Cerity Partners LLC | $26.4M | 390,075 | 0.03% | 13q | +0.7%+$175.9K |
| OneAscent Financial Services LLC | $26.0M | 385,267 | 1.24% | 2q | HELD |
| Octavia Wealth Advisors, LLC | $25.6M | 378,745 | 2.21% | 11q | +3.8%+$933.9K |
| Rockefeller Capital Management L.P. | $25.6M | 378,182 | 0.04% | 19q | -1.5%-$393.4K |
| EVERMAY WEALTH MANAGEMENT LLC | $25.0M | 370,105 | 2.58% | 12q | +11.7%+$2.6M |
| RESTON WEALTH MANAGEMENT LLC | $23.3M | 344,616 | 6.28% | 26q | +0.7%+$170.7K |
| Marathon Strategic Advisors, LLC | $23.2M | 343,706 | 13.11% | 11q | +5.2%+$1.1M |
| Geneos Wealth Management Inc. | $22.8M | 336,945 | 0.46% | 34q | +3.3%+$726.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $22.6M | 498,535 | 0.04% | 12q | -2.3%-$524.5K |
| Gladstone Institutional Advisory LLC | $22.5M | 333,055 | 0.71% | 18q | +16.3%+$3.2M |
| Cetera Investment Advisers | $22.0M | 325,592 | 0.02% | 15q | +18.6%+$3.4M |
| RFG Advisory, LLC | $22.0M | 325,572 | 0.34% | 31q | -6.4%-$1.5M |
| Louisiana State Employees Retirement System | $21.9M | 344,500 | 0.18% | 9q | +113.4%+$11.7M |
| Crews Bank & Trust | $21.4M | 317,015 | 2.80% | 7q | -3.4%-$751.1K |
| Financial Gravity Companies, Inc. | $20.8M | 307,321 | 3.37% | 4q | +8.3%+$1.6M |
| New Perspectives, Inc | $20.7M | 306,457 | 6.35% | 17q | +4.8%+$948.1K |
| Shepherd Financial Partners LLC | $20.5M | 303,394 | 1.68% | 10q | +2.6%+$510.7K |
| Alta Wealth Advisors LLC | $19.9M | 294,514 | 5.39% | 19q | HELD |
| Allworth Financial LP | $19.7M | 292,169 | 0.08% | 18q | -2.9%-$588.7K |
| Avior Wealth Management, LLC | $19.6M | 290,317 | 0.52% | 31q | +1.4%+$264.6K |
| FIFTH THIRD BANCORP | $18.7M | 277,214 | 0.03% | 31q | -2.3%-$444.3K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $18.5M | 273,796 | 0.23% | 18q | +1.9%+$344.2K |
| Integrated Wealth Concepts LLC | $18.0M | 266,427 | 0.09% | 23q | +60.0%+$6.8M |
| Lido Advisors, LLC | $17.9M | 265,663 | 0.05% | 6q | +3.9%+$668.6K |
| NORTH STAR ASSET MANAGEMENT INC | $17.5M | 258,787 | 0.69% | 12q | +1.5%+$253.3K |
| Venture Visionary Partners LLC | $17.4M | 257,868 | 0.48% | 5q | -2.9%-$513.7K |
| AMERIPRISE FINANCIAL INC | $17.4M | 257,591 | 0.00% | 31q | -50.6%-$17.8M |
| Montz Harcus Wealth Management LLC | $17.4M | 257,179 | 6.18% | 19q | +7.1%+$1.2M |
| Summit Trail Advisors, LLC | $17.3M | 255,712 | 0.22% | 13q | -7.5%-$1.4M |
| Bensler, LLC | $16.7M | 247,497 | 1.48% | 18q | +4.8%+$763.5K |
| Cascade Financial Partners, LLC | $16.7M | 247,468 | 1.45% | 10q | +4.0%+$647.2K |
| SageView Advisory Group, LLC | $16.0M | 236,358 | 0.52% | 7q | +967.4%+$14.5M |
| Higgins & Schmidt Wealth Strategies LLC | $15.5M | 229,878 | 6.41% | 11q | +3.3%+$503.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $15.1M | 223,245 | 0.02% | 31q | +92.0%+$7.2M |
| IAG Wealth Partners, LLC | $15.1M | 222,817 | 1.49% | 26q | -3.0%-$463.1K |
Showing the largest 100 of 840 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 | 817 | $15.3B | 226,814,266 | 71 | 307 | 233 | 0.0% |
| Q1 2026 | 788 | $12.8B | 216,625,833 | 75 | 325 | 212 | 0.0% |
| Q4 2025 | 771 | $12.1B | 209,233,457 | 67 | 306 | 194 | 0.0% |
| Q3 2025 | 704 | $11.2B | 196,307,649 | 66 | 272 | 187 | 0.0% |
| Q2 2025 | 686 | $10.2B | 187,830,870 | 85 | 252 | 200 | 0.0% |
| Q1 2025 | 638 | $9.3B | 181,038,683 | 55 | 285 | 173 | 0.0% |
| Q4 2024 | 644 | $9.3B | 170,357,648 | 56 | 247 | 171 | 0.0% |
| Q3 2024 | 587 | $8.4B | 154,462,592 | 51 | 233 | 160 | 0.0% |
| Q2 2024 | 553 | $7.5B | 146,267,744 | 45 | 219 | 166 | 0.0% |
| Q1 2024 | 530 | $7.8B | 145,708,360 | 52 | 205 | 172 | 0.0% |
| Q4 2023 | 508 | $3.8B | 78,669,896 | 56 | 194 | 136 | 0.0% |
| Q3 2023 | 449 | $5.7B | 130,747,637 | 39 | 177 | 143 | 0.0% |
| Q2 2023 | 423 | $5.6B | 121,828,338 | 41 | 168 | 123 | 0.0% |
| Q1 2023 | 392 | $4.9B | 112,049,999 | 40 | 153 | 114 | 0.0% |
| Q4 2022 | 369 | $4.4B | 104,443,585 | 47 | 117 | 112 | 0.0% |
| Q3 2022 | 378 | $3.9B | 100,976,482 | 30 | 147 | 118 | 0.0% |
| Q2 2022 | 375 | $3.8B | 96,292,607 | 33 | 139 | 134 | 0.0% |
| Q1 2022 | 392 | $4.5B | 95,740,502 | 35 | 151 | 114 | 0.0% |
| Q4 2021 | 388 | $4.8B | 95,967,955 | 49 | 149 | 79 | 0.0% |
| Q3 2021 | 326 | $3.8B | 82,570,079 | 21 | 143 | 89 | 0.0% |
| Q2 2021 | 338 | $4.0B | 83,474,065 | 41 | 121 | 110 | 0.0% |
| Q1 2021 | 308 | $3.7B | 80,819,185 | 44 | 116 | 91 | 0.0% |
| Q4 2020 | 276 | $2.7B | 67,773,306 | 35 | 88 | 80 | 0.0% |
| Q3 2020 | 228 | $2.1B | 64,193,253 | 26 | 76 | 89 | 0.0% |
| Q2 2020 | 222 | $1.9B | 60,781,232 | 36 | 92 | 66 | 0.0% |
| Q1 2020 | 216 | $1.2B | 45,428,798 | 36 | 87 | 70 | 0.0% |
| Q4 2019 | 251 | $1.4B | 39,014,796 | 28 | 99 | 67 | 0.0% |
| Q3 2019 | 214 | $1.2B | 34,711,926 | 18 | 97 | 50 | 0.0% |
| Q2 2019 | 214 | $1.1B | 33,126,265 | 20 | 99 | 52 | 0.0% |
| Q1 2019 | 210 | $947.6M | 28,389,079 | 36 | 95 | 46 | 0.0% |
| Q4 2018 | 180 | $635.2M | 21,475,486 | 2 | 3 | 2 | 0.0% |