SPDR SERIES TRUST (SPMD)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
39
Reporting holders
$216.4M
Reported value
0.0%
Calls
0.0%
Puts
-805
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $59.7M | 947,740 | 0.42% | 15q | +6.2%+$3.5M |
| Peterson Wealth Advisors, LLC | $49.1M | 778,920 | 5.70% | 32q | +4.1%+$1.9M |
| Montz Harcus Wealth Management LLC | $16.5M | 261,586 | 5.78% | 20q | +1.7%+$277.8K |
| Venture Visionary Partners LLC | $16.2M | 257,445 | 0.42% | 6q | HELD |
| Gradient Investments LLC | $12.3M | 195,020 | 0.18% | 7q | +11.3%+$1.2M |
| TILIA FIDUCIARY PARTNERS, INC. | $9.4M | 149,004 | 2.16% | 20q | +126.6%+$5.2M |
| Avidian Wealth Enterprises, LLC | $9.4M | 148,661 | 0.26% | new | NEW |
| WALLER FINANCIAL PLANNING GROUP, INC | $8.9M | 141,256 | 1.81% | 32q | -6.7%-$640.3K |
| Bill Few Associates, Inc. | $7.0M | 110,717 | 1.44% | 16q | +3.4%+$227.8K |
| Post Resch Tallon Group Inc. | $4.0M | 64,204 | 2.78% | 8q | +5.9%+$226.4K |
| Breakwater Capital Group | $3.5M | 54,838 | 0.41% | 9q | +9.1%+$289.5K |
| Financial Enhancement Group LLC | $2.5M | 38,979 | 0.29% | 32q | -0.6%-$14.3K |
| Wealth Enhancement Trust Services, Inc. | $1.9M | 29,828 | 0.20% | 4q | -56.6%-$2.5M |
| Delta Wealth Advisors LLC | $1.6M | 25,553 | 1.11% | 11q | +3.8%+$58.6K |
| CoreCap Advisors, LLC | $1.5M | 24,507 | 0.04% | 11q | -1.0%-$16.1K |
| Apella Capital, LLC | $1.5M | 22,871 | 0.02% | 21q | +9.9%+$131.0K |
| Wedmont Private Capital | $1.4M | 22,215 | 0.03% | 20q | +0.5%+$7.1K |
| Worth Asset Management, LLC | $1.4M | 22,329 | 0.41% | 3q | HELD |
| Balefire, LLC | $1.4M | 21,792 | 0.22% | 6q | +33.9%+$347.6K |
| FELL CAPITAL MANAGEMENT /ADV | $1.2M | 19,065 | 1.03% | 4q | -0.7%-$9.0K |
| FINANCIAL MANAGEMENT NETWORK INC | $932.8K | 14,507 | 0.13% | 24q | -1.5%-$14.4K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $769.8K | 12,212 | 0.18% | 16q | HELD |
| Taylor & Morgan Wealth Management, LLC | $718.7K | 11,401 | 0.35% | 6q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $609.3K | 9,666 | 0.41% | 4q | -3.3%-$20.5K |
| TITLEIST ASSET MANAGEMENT, LLC | $401.0K | 6,361 | 0.03% | 2q | +41.2%+$117.0K |
| Planning Strategies Inc. | $378.0K | 5,997 | 0.22% | 2q | HELD |
| SigFig Wealth Management, LLC | $356.7K | 5,658 | 0.01% | 6q | HELD |
| Acropolis Investment Management, LLC | $345.9K | 5,487 | 0.01% | 16q | -43.5%-$266.7K |
| DECISION INVESTMENTS, INC | $303.2K | 4,810 | 0.27% | 4q | HELD |
| Valeo Financial Advisors, LLC | $297.1K | 4,712 | 0.01% | 6q | -0.7%-$2.0K |
| ECLECTIC ASSOCIATES INC /ADV | $264.2K | 4,191 | 0.03% | 24q | -2.8%-$7.6K |
| YHB Investment Advisors, Inc. | $213.8K | 3,392 | 0.01% | 2q | +3.0%+$6.2K |
| TOMPKINS FINANCIAL CORP | $127.2K | 2,017 | 0.01% | 4q | -1.7%-$2.2K |
| MJT & Associates Financial Advisory Group, Inc. | $94.9K | 1,506 | 0.06% | 7q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $66.8K | 1,059 | 0.01% | 6q | HELD |
| Trust Co | $47.7K | 756 | 0.00% | 4q | +128.4%+$26.8K |
| GAMMA Investing LLC | $44.5K | 706 | 0.00% | 3q | HELD |
| Bullock Wealth Management Group | $5.6K | 87 | 0.00% | 11q | HELD |
| Pacifica Partners Inc. | $4.6K | 71 | 0.00% | 3q | HELD |
| Polaris Financial Partners | $51 | 797 | 0.02% | new | FIRST |
| CX Institutional | $41 | 656 | 0.00% | 7q | -46.9% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 39 | $216.4M | 3,431,126 | 1 | 15 | 11 | 0.0% |
| Q2 2026 | 844 | $17.1B | 253,400,023 | 77 | 317 | 239 | 0.0% |
| Q1 2026 | 809 | $14.1B | 238,425,717 | 77 | 332 | 219 | 0.0% |
| Q4 2025 | 796 | $13.7B | 235,568,909 | 68 | 314 | 202 | 0.0% |
| Q3 2025 | 731 | $12.7B | 222,261,706 | 68 | 285 | 192 | 0.0% |
| Q2 2025 | 722 | $11.7B | 214,545,567 | 87 | 267 | 207 | 0.0% |
| Q1 2025 | 676 | $10.7B | 208,131,907 | 59 | 297 | 186 | 0.0% |
| Q4 2024 | 682 | $10.8B | 196,788,629 | 60 | 262 | 180 | 0.0% |
| Q3 2024 | 622 | $9.8B | 178,958,900 | 55 | 250 | 167 | 0.0% |
| Q2 2024 | 587 | $8.7B | 169,164,411 | 49 | 232 | 177 | 0.0% |
| Q1 2024 | 567 | $8.9B | 167,074,935 | 55 | 213 | 187 | 0.0% |
| Q4 2023 | 547 | $4.1B | 85,466,933 | 62 | 206 | 149 | 0.0% |
| Q3 2023 | 484 | $6.0B | 137,280,732 | 43 | 191 | 152 | 0.0% |
| Q2 2023 | 460 | $5.8B | 125,340,135 | 45 | 183 | 131 | 0.0% |
| Q1 2023 | 434 | $5.1B | 115,291,372 | 46 | 166 | 128 | 0.0% |
| Q4 2022 | 423 | $6.4B | 150,585,350 | 51 | 138 | 130 | 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% |