SPDR SERIES TRUST (SPSB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
555
Reporting holders
$8.1B
Reported value
0.0%
Held as options
+7
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 | $1.7B | 56,313,973 | 0.99% | 28q | +6.1%+$97.4M |
| JPMORGAN CHASE & CO | $911.9M | 30,366,384 | 0.05% | 31q | -2.0%-$18.3M |
| FMR LLC | $333.5M | 11,114,566 | 0.01% | 29q | +112.1%+$176.3M |
| Valmark Advisers, Inc. | $324.5M | 10,812,015 | 3.44% | 31q | +18.5%+$50.6M |
| LPL Financial LLC | $288.3M | 9,608,002 | 0.06% | 31q | +1.0%+$3.0M |
| MORGAN STANLEY | $238.3M | 7,942,328 | 0.01% | 35q | +13.3%+$28.0M |
| BANK OF AMERICA CORP /DE/ | $221.5M | 7,380,657 | 0.01% | 31q | -0.7%-$1.7M |
| Baird Financial Group, Inc. | $199.8M | 6,659,159 | 0.27% | 31q | +11.1%+$19.9M |
| ENVESTNET ASSET MANAGEMENT INC | $177.0M | 5,899,175 | 0.04% | 31q | +11.2%+$17.8M |
| Advisory Alpha, LLC | $160.1M | 5,333,999 | 3.93% | 10q | +2.9%+$4.5M |
| HUNTINGTON NATIONAL BANK | $137.7M | 4,589,973 | 0.67% | 31q | +10.0%+$12.6M |
| ALLSTATE CORP | $125.3M | 4,175,145 | 1.25% | 17q | +6.1%+$7.3M |
| JANE STREET GROUP, LLC | $124.0M | 4,130,776 | 0.01% | 2q | +307.6%+$93.5M |
| ROYAL BANK OF CANADA | $107.6M | 3,586,297 | 0.02% | 31q | +0.8%+$816.1K |
| STATE STREET CORP | $105.9M | 3,530,180 | 0.00% | 31q | +8.3%+$8.1M |
| MCF Advisors LLC | $105.2M | 3,503,919 | 3.76% | 16q | +15.7%+$14.3M |
| WELLS FARGO & COMPANY/MN | $102.8M | 3,426,269 | 0.02% | 31q | -51.1%-$107.2M |
| PNC Financial Services Group, Inc. | $95.4M | 3,179,236 | 0.05% | 31q | +47.6%+$30.8M |
| UBS Group AG | $92.8M | 3,091,636 | 0.01% | 31q | +9.8%+$8.3M |
| Rockwood Wealth Management, LLC | $76.8M | 2,559,277 | 4.85% | 16q | +6.3%+$4.5M |
| GOLDMAN SACHS GROUP INC | $73.0M | 2,431,812 | 0.01% | 31q | +15.9%+$10.0M |
| Mariner, LLC | $61.8M | 2,059,358 | 0.06% | 31q | +3.5%+$2.1M |
| Cetera Investment Advisers | $59.4M | 1,978,779 | 0.05% | 28q | +2.3%+$1.3M |
| Rodgers & Associates, LTD | $53.0M | 1,764,606 | 4.81% | 23q | +5.9%+$3.0M |
| BIP Wealth, LLC | $52.3M | 1,742,998 | 1.48% | 14q | +17.9%+$7.9M |
| OSAIC HOLDINGS, INC. | $47.8M | 1,592,744 | 0.06% | 26q | +8.0%+$3.5M |
| ARKANSAS FINANCIAL GROUP, INC. | $44.4M | 1,479,226 | 5.78% | 17q | +5.0%+$2.1M |
| RAYMOND JAMES FINANCIAL INC | $44.0M | 1,466,270 | 0.01% | 7q | HELD |
| Strategic Wealth Partners, Ltd. | $40.8M | 1,359,676 | 2.53% | 24q | +7.1%+$2.7M |
| Beacon Pointe Advisors, LLC | $39.7M | 1,321,897 | 0.18% | 2q | +210.6%+$26.9M |
| First Command Advisory Services, Inc. | $38.5M | 1,282,848 | 0.23% | 8q | +14.3%+$4.8M |
| Strategic Point Investment Advisors, LLC | $37.2M | 1,240,756 | 4.85% | 15q | +3.8%+$1.4M |
| CAPITAL WEALTH MANAGEMENT, LLC | $36.8M | 1,227,718 | 8.86% | 17q | +4.9%+$1.7M |
| QUATTRO FINANCIAL ADVISORS LLC | $36.5M | 1,214,781 | 7.79% | 9q | +443.0%+$29.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $36.4M | 1,214,246 | 4.29% | 31q | +3.6%+$1.3M |
| AMERIPRISE FINANCIAL INC | $35.8M | 1,193,025 | 0.01% | 31q | -67.2%-$73.4M |
| Orange Investment Advisors, Inc. | $35.4M | 1,180,398 | 4.30% | 25q | +1.4%+$500.2K |
| Concord Wealth Partners | $34.2M | 1,140,512 | 3.92% | 15q | +2.6%+$879.3K |
| Concord Asset Management, LLC/VA | $32.9M | 1,095,507 | 5.09% | 15q | +1.7%+$554.9K |
| MANNING & NAPIER ADVISORS LLC | $32.0M | 1,065,439 | 0.41% | 9q | +73.1%+$13.5M |
| Fisher Asset Management, LLC | $29.8M | 994,610 | 0.01% | 31q | -1.1%-$340.2K |
| Allspring Global Investments Holdings, LLC | $29.8M | 991,735 | 0.05% | 3q | HELD |
| TIAA Wealth Investment Management LLC | $29.3M | 976,586 | 0.20% | 2q | -1.7%-$519.9K |
| Walker Financial Services, Inc. | $29.3M | 975,719 | 9.06% | 17q | +2.8%+$796.5K |
| Flagstone Financial Management | $28.2M | 940,715 | 6.31% | 15q | +3.1%+$848.2K |
| Wealthspire Retirement, LLC | $26.0M | 867,445 | 1.43% | 5q | -2.8%-$741.7K |
| Occidental Asset Management, LLC | $25.8M | 860,897 | 2.56% | 33q | +0.8%+$195.8K |
| Tower Research Capital LLC (TRC) | $25.5M | 848,721 | 0.62% | 2q | +207.4%+$17.2M |
| Gemmer Asset Management LLC | $25.4M | 847,978 | 1.71% | 31q | +2.4%+$587.9K |
| Atria Investments, Inc | $24.7M | 823,528 | 0.25% | 27q | +16.9%+$3.6M |
| Waverly Advisors, LLC | $24.4M | 812,437 | 0.14% | 10q | +10.3%+$2.3M |
| SWMG, LLC | $24.0M | 802,312 | 5.65% | 12q | +13.2%+$2.8M |
| Clark Capital Management Group, Inc. | $23.5M | 784,477 | 0.13% | 5q | +18.9%+$3.7M |
| Pinnacle Financial Partners, Inc. | $23.4M | 779,131 | 0.16% | 3q | +16.5%+$3.3M |
| Geneos Wealth Management Inc. | $22.1M | 735,939 | 0.45% | 42q | +5.4%+$1.1M |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $21.7M | 721,787 | 2.05% | 28q | -6.5%-$1.5M |
| Rockefeller Capital Management L.P. | $21.2M | 706,242 | 0.03% | 11q | +5.7%+$1.1M |
| BROWN ADVISORY INC | $20.2M | 674,637 | 0.03% | 15q | +7455.6%+$20.0M |
| HORIZON FINANCIAL SERVICES, LLC | $19.9M | 661,777 | 7.62% | 10q | +4.3%+$817.2K |
| Advisory Services Network, LLC | $19.3M | 642,570 | 0.22% | 17q | +17.3%+$2.8M |
| Cedar Mountain Advisors, LLC | $19.0M | 632,890 | 3.27% | 27q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $18.9M | 629,188 | 0.02% | 31q | +21.2%+$3.3M |
| Hardy Reed LLC | $17.3M | 577,536 | 1.11% | 11q | HELD |
| Equitable Holdings, Inc. | $15.6M | 518,720 | 0.09% | 16q | +5.8%+$857.5K |
| Woodside Wealth Management LLC | $15.3M | 508,464 | 10.63% | 6q | +0.6%+$95.3K |
| ROGCO, LP | $15.1M | 501,723 | 4.61% | 12q | +3.9%+$569.8K |
| TrueMark Investments, LLC | $15.0M | 500,353 | 1.88% | 4q | -10.4%-$1.8M |
| Modern Wealth Management, LLC | $14.5M | 483,874 | 0.17% | 8q | -23.4%-$4.4M |
| GAMMA Investing LLC | $14.3M | 476,603 | 0.53% | 11q | +28.3%+$3.2M |
| Cornerstone Management, Inc. | $14.1M | 471,154 | 2.03% | 32q | -11.4%-$1.8M |
| Kingsview Wealth Management, LLC | $14.0M | 467,289 | 0.17% | 38q | -4.2%-$621.8K |
| Sanctuary Advisors, LLC | $13.9M | 463,198 | 0.06% | 9q | -3.7%-$536.3K |
| Private Advisor Group, LLC | $13.8M | 460,972 | 0.06% | 31q | +42.1%+$4.1M |
| RFG Advisory, LLC | $13.2M | 441,147 | 0.21% | 25q | +6.7%+$836.0K |
| Certified Advisory Corp | $12.9M | 431,011 | 1.04% | 11q | +6.4%+$782.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.7M | 424,186 | 0.02% | 12q | +1.8%+$222.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.5M | 417,039 | 0.00% | 3q | +1988.4%+$11.9M |
| Timonier Family Office, LTD. | $12.1M | 404,345 | 3.43% | 6q | +9.9%+$1.1M |
| Summit Financial, LLC | $11.9M | 395,634 | 0.13% | 4q | +3.0%+$349.9K |
| Kraft, Davis & Associates, LLC | $11.7M | 392,202 | 2.45% | 14q | -2.6%-$315.8K |
| Mirae Asset Global Investments Co., Ltd. | $11.0M | 366,639 | 0.02% | 21q | -39.3%-$7.1M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $10.2M | 341,437 | 0.49% | 31q | -3.4%-$355.8K |
| SOUTHERN MICHIGAN BANK & TRUST | $10.2M | 338,691 | 3.61% | 2q | HELD |
| US BANCORP \DE\ | $9.6M | 321,552 | 0.01% | 31q | HELD |
| Impact Partnership Wealth, LLC | $9.6M | 321,320 | 0.94% | 11q | -34.6%-$5.1M |
| Saiph Capital, LLC | $9.6M | 320,863 | 2.88% | 12q | +2.4%+$228.8K |
| TRUEFG, LLC | $9.5M | 317,381 | 2.22% | 27q | +2.1%+$198.5K |
| COURIER CAPITAL LLC | $9.3M | 308,484 | 0.46% | 30q | +10.8%+$899.9K |
| Midwest Trust Co | $9.2M | 307,502 | 0.10% | 5q | +24.3%+$1.8M |
| ARRIEN INVESTMENTS, INC. | $9.1M | 302,989 | 4.59% | 5q | HELD |
| INTEGRITY ALLIANCE, LLC. | $9.0M | 301,498 | 0.28% | 7q | +6.4%+$540.7K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $9.0M | 301,316 | 0.48% | 31q | +1.9%+$166.2K |
| Allen Investment Management, LLC | $9.0M | 300,971 | 0.11% | 18q | HELD |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $9.0M | 300,726 | 1.89% | 3q | HELD |
| Wellington Grp LLC | $8.9M | 297,005 | 2.75% | 3q | HELD |
| WRAPMANAGER INC | $8.9M | 297,294 | 2.79% | 31q | +1.3%+$118.6K |
| DLK Investment Management, LLC | $8.9M | 300,295 | 3.79% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $8.8M | 294,500 | 0.01% | new | NEW |
| BURLING WEALTH PARTNERS, LLC | $8.7M | 290,045 | 1.27% | 7q | +33.9%+$2.2M |
| Climber Capital SA | $8.6M | 291,929 | 5.28% | 6q | +62.6%+$3.3M |
Showing the largest 100 of 579 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 | 555 | $8.1B | 270,456,906 | 46 | 248 | 142 | 0.0% |
| Q1 2026 | 548 | $7.6B | 252,919,932 | 42 | 228 | 159 | 0.0% |
| Q4 2025 | 543 | $6.1B | 201,113,870 | 33 | 235 | 150 | 0.0% |
| Q3 2025 | 524 | $5.8B | 193,038,644 | 45 | 211 | 148 | 0.0% |
| Q2 2025 | 531 | $6.4B | 211,338,940 | 46 | 183 | 181 | 0.0% |
| Q1 2025 | 522 | $6.1B | 203,333,786 | 40 | 194 | 166 | 0.0% |
| Q4 2024 | 535 | $6.1B | 204,433,691 | 39 | 201 | 143 | 0.0% |
| Q3 2024 | 493 | $6.0B | 198,076,032 | 41 | 187 | 160 | 0.0% |
| Q2 2024 | 490 | $5.8B | 196,687,934 | 46 | 175 | 161 | 0.0% |
| Q1 2024 | 478 | $6.5B | 217,177,375 | 32 | 186 | 169 | 0.0% |
| Q4 2023 | 503 | $5.1B | 171,046,522 | 46 | 154 | 200 | 0.0% |
| Q3 2023 | 475 | $4.9B | 168,181,511 | 37 | 150 | 197 | 0.0% |
| Q2 2023 | 487 | $5.6B | 188,989,458 | 39 | 171 | 192 | 0.0% |
| Q1 2023 | 487 | $5.3B | 179,938,111 | 36 | 172 | 183 | 0.0% |
| Q4 2022 | 475 | $5.0B | 169,662,666 | 58 | 131 | 183 | 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 | 499 | $5.7B | 189,939,049 | 50 | 134 | 192 | 0.0% |
| Q4 2021 | 492 | $6.2B | 199,139,676 | 42 | 179 | 122 | 0.0% |
| Q3 2021 | 436 | $5.8B | 184,418,278 | 24 | 182 | 115 | 0.0% |
| Q2 2021 | 459 | $6.0B | 190,297,495 | 44 | 179 | 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% |