# SPDR SERIES TRUST (SPSM)

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

- Reporting holders: 52
- Reported value: $173.4M
- 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 |
|---|---|---|---|---|
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $36.4M | 688,151 | 4.2% | 32 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $19.9M | 376,161 | 2.9% | 32 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $16.6M | 314,362 | 8.0% | 14 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $16.1M | 304,807 | 5.6% | 20 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $12.7M | 240,369 | 0.3% | 26 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $10.7M | 201,879 | 2.2% | 32 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $9.2M | 174,333 | 0.6% | 14 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $6.4M | 120,913 | 2.2% | 2 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $5.8M | 108,955 | 1.3% | 21 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $5.0M | 94,124 | 3.6% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.1M | 78,152 | 0.0% | 16 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $4.1M | 76,690 | 3.1% | 8 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $3.5M | 66,117 | 0.4% | 16 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $3.4M | 63,474 | 0.7% | 14 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $2.3M | 43,611 | 0.4% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.9M | 36,199 | 0.1% | 19 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $1.6M | 31,012 | 0.1% | 14 |
| [Lee, Kelleher & Klein Wealth Management](https://holderbook.com/funds/2063827-lee-kelleher-klein-wealth-management/) | $1.3M | 23,768 | 0.6% | 8 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $1.1M | 20,603 | 0.2% | 4 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.1M | 20,563 | 0.6% | 2 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.1M | 20,047 | 0.1% | 14 |
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $1.0M | 18,983 | 0.7% | 11 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $763.5K | 14,444 | 0.2% | 4 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $742.4K | 14,045 | 0.1% | 16 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $656.7K | 12,197 | 0.1% | 24 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 52 | $173.4M |
| Q2 2026 | 1,054 | $13.6B |
| Q1 2026 | 1,003 | $10.3B |
| Q4 2025 | 982 | $9.8B |
| Q3 2025 | 898 | $9.1B |
| Q2 2025 | 891 | $8.2B |
| Q1 2025 | 893 | $7.9B |
| Q4 2024 | 929 | $9.3B |
| Q3 2024 | 852 | $8.9B |
| Q2 2024 | 811 | $7.7B |
| Q1 2024 | 774 | $8.1B |
| Q4 2023 | 778 | $7.8B |