# SPDR SERIES TRUST (SPSB)

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

- Reporting holders: 25
- Reported value: $55.9M
- 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 |
|---|---|---|---|---|
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $15.0M | 507,601 | 0.5% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.1M | 308,604 | 0.1% | 16 |
| [Martin Capital Partners, LLC](https://holderbook.com/funds/1731216-martin-capital-partners-llc/) | $5.3M | 180,257 | 1.9% | 32 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $4.5M | 151,052 | 3.3% | 3 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $3.4M | 114,374 | 0.6% | 27 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $3.3M | 112,596 | 0.1% | 32 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $3.2M | 108,792 | 0.5% | 32 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $1.9M | 63,481 | 1.3% | 4 |
| [Whitcomb & Hess, Inc.](https://holderbook.com/funds/1813577-whitcomb-hess-inc/) | $1.8M | 60,722 | 0.4% | 22 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $1.4M | 47,304 | 0.3% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.4M | 47,241 | 0.0% | 15 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.1M | 35,619 | 0.1% | 10 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $861.0K | 29,097 | 0.1% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $578.8K | 19,559 | 0.3% | 2 |
| [Adelphi Trust Co](https://holderbook.com/funds/2106968-adelphi-trust-co/) | $481.8K | 16,281 | 0.3% | 4 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $420.0K | 14,194 | 0.1% | 19 |
| [STEPHENS GROUP ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1726808-stephens-group-asset-management-llc/) | $369.6K | 12,491 | 0.0% | 32 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $338.7K | 11,446 | 0.0% | 20 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $314.9K | 10,642 | 0.1% | 8 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $284.8K | 9,624 | 0.1% | 27 |
| [REINHART PARTNERS, LLC.](https://holderbook.com/funds/1080298-reinhart-partners-llc/) | $281.1K | 9,500 | 0.0% | 14 |
| [CYPRESS FINANCIAL PLANNING LLC](https://holderbook.com/funds/1937021-cypress-financial-planning-llc/) | $252.6K | 8,536 | 0.1% | 9 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $237.2K | 8,015 | 0.1% | 15 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $39.2K | 1,325 | 0.0% | 32 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $16.5K | 558 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 25 | $55.9M |
| Q2 2026 | 583 | $8.6B |
| Q1 2026 | 575 | $7.7B |
| Q4 2025 | 570 | $6.2B |
| Q3 2025 | 554 | $6.0B |
| Q2 2025 | 566 | $6.6B |
| Q1 2025 | 555 | $6.3B |
| Q4 2024 | 572 | $7.0B |
| Q3 2024 | 532 | $6.9B |
| Q2 2024 | 533 | $6.8B |
| Q1 2024 | 524 | $6.7B |
| Q4 2023 | 559 | $5.3B |