SPDR SERIES TRUST (SPSB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
25
Reporting holders
$55.9M
Reported value
0.0%
Calls
0.0%
Puts
-558
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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | $15.0M | 507,601 | 0.51% | 12q | +6.5%+$917.2K |
| Farther Finance Advisors, LLC | $9.1M | 308,604 | 0.06% | 16q | +96.9%+$4.5M |
| Martin Capital Partners, LLC | $5.3M | 180,257 | 1.91% | 32q | +1.9%+$98.5K |
| Roan Capital Partners | $4.5M | 151,052 | 3.27% | 3q | +2.6%+$113.0K |
| Rosenberg Matthew Hamilton | $3.4M | 114,374 | 0.61% | 27q | +2.5%+$82.0K |
| MassMutual Private Wealth & Trust, FSB | $3.3M | 112,596 | 0.09% | 32q | HELD |
| Boston Standard Wealth Management, LLC | $3.2M | 108,792 | 0.46% | 32q | +6.2%+$188.8K |
| GILPIN WEALTH MANAGEMENT, LLC | $1.9M | 63,481 | 1.27% | 4q | HELD |
| Whitcomb & Hess, Inc. | $1.8M | 60,722 | 0.38% | 22q | HELD |
| TILIA FIDUCIARY PARTNERS, INC. | $1.4M | 47,304 | 0.32% | 4q | +131.5%+$795.1K |
| CoreCap Advisors, LLC | $1.4M | 47,241 | 0.04% | 15q | +24.6%+$275.9K |
| YHB Investment Advisors, Inc. | $1.1M | 35,619 | 0.07% | 10q | -3.6%-$38.9K |
| ECLECTIC ASSOCIATES INC /ADV | $861.0K | 29,097 | 0.10% | 4q | -0.9%-$7.5K |
| GK Wealth Management LLC | $578.8K | 19,559 | 0.33% | 2q | +3.1%+$17.5K |
| Adelphi Trust Co | $481.8K | 16,281 | 0.32% | 4q | +12.3%+$52.7K |
| JUNCTURE WEALTH STRATEGIES, LLC | $420.0K | 14,194 | 0.11% | 19q | +0.5%+$2.1K |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $369.6K | 12,491 | 0.02% | 32q | HELD |
| Avidian Wealth Enterprises, LLC | $338.7K | 11,446 | 0.01% | 20q | +22.0%+$61.1K |
| RFG - Bristol Wealth Advisors, LLC | $314.9K | 10,642 | 0.07% | 8q | -1.8%-$5.7K |
| Investors Research Corp | $284.8K | 9,624 | 0.05% | 27q | +2.7%+$7.6K |
| REINHART PARTNERS, LLC. | $281.1K | 9,500 | 0.01% | 14q | HELD |
| CYPRESS FINANCIAL PLANNING LLC | $252.6K | 8,536 | 0.07% | 9q | -16.6%-$50.1K |
| Cadent Capital Advisors, LLC | $237.2K | 8,015 | 0.05% | 15q | +1.1%+$2.6K |
| ATWOOD & PALMER INC | $39.2K | 1,325 | 0.00% | 32q | HELD |
| Bullock Wealth Management Group | $16.5K | 558 | 0.01% | 11q | +0.9% |
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 | 25 | $55.9M | 1,888,911 | 0 | 15 | 4 | 0.0% |
| Q2 2026 | 583 | $8.6B | 286,498,890 | 46 | 262 | 149 | 0.0% |
| Q1 2026 | 575 | $7.7B | 257,605,986 | 47 | 234 | 170 | 0.0% |
| Q4 2025 | 570 | $6.2B | 206,167,077 | 36 | 245 | 157 | 0.0% |
| Q3 2025 | 554 | $6.0B | 197,536,806 | 46 | 222 | 159 | 0.0% |
| Q2 2025 | 566 | $6.6B | 217,868,180 | 50 | 200 | 188 | 0.0% |
| Q1 2025 | 555 | $6.3B | 209,168,740 | 44 | 208 | 173 | 0.0% |
| Q4 2024 | 572 | $7.0B | 235,091,087 | 39 | 212 | 160 | 0.0% |
| Q3 2024 | 532 | $6.9B | 229,165,466 | 42 | 201 | 177 | 0.0% |
| Q2 2024 | 533 | $6.8B | 229,674,830 | 48 | 187 | 178 | 0.0% |
| Q1 2024 | 524 | $6.7B | 225,465,703 | 32 | 203 | 187 | 0.0% |
| Q4 2023 | 559 | $5.3B | 178,387,166 | 51 | 171 | 220 | 0.0% |
| Q3 2023 | 530 | $5.1B | 174,454,071 | 41 | 167 | 215 | 0.0% |
| Q2 2023 | 549 | $5.8B | 196,505,815 | 48 | 190 | 210 | 0.0% |
| Q1 2023 | 553 | $5.6B | 190,382,084 | 42 | 181 | 221 | 0.0% |
| Q4 2022 | 572 | $7.2B | 244,276,490 | 66 | 166 | 207 | 0.0% |
| Q3 2022 | 528 | $5.2B | 178,309,970 | 49 | 162 | 203 | 0.0% |
| Q2 2022 | 530 | $5.7B | 193,320,246 | 82 | 141 | 206 | 0.0% |
| Q1 2022 | 500 | $126.8B | 4,208,557,049 | 50 | 135 | 192 | 0.0% |
| Q4 2021 | 492 | $6.2B | 199,139,676 | 42 | 178 | 123 | 0.0% |
| Q3 2021 | 437 | $123.5B | 3,952,735,278 | 24 | 183 | 115 | 0.0% |
| Q2 2021 | 460 | $113.7B | 3,631,875,495 | 44 | 180 | 132 | 0.0% |
| Q1 2021 | 448 | $6.2B | 196,578,222 | 49 | 180 | 119 | 0.0% |
| Q4 2020 | 423 | $5.8B | 183,635,750 | 30 | 164 | 105 | 0.0% |
| Q3 2020 | 382 | $5.2B | 161,889,614 | 36 | 154 | 107 | 0.0% |
| Q2 2020 | 378 | $4.7B | 150,491,090 | 50 | 147 | 99 | 0.0% |
| Q1 2020 | 366 | $4.0B | 131,295,480 | 37 | 111 | 148 | 0.0% |
| Q4 2019 | 380 | $4.4B | 144,173,563 | 41 | 147 | 88 | 0.0% |
| Q3 2019 | 339 | $4.2B | 136,070,296 | 37 | 150 | 82 | 0.0% |
| Q2 2019 | 324 | $3.5B | 113,055,775 | 38 | 144 | 80 | 0.0% |
| Q1 2019 | 325 | $3.3B | 109,380,834 | 47 | 116 | 94 | 0.0% |
| Q4 2018 | 303 | $3.1B | 101,715,376 | 2 | 12 | 2 | 0.0% |