SPDR SERIES TRUST (SPSM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
52
Reporting holders
$173.4M
Reported value
0.0%
Calls
0.0%
Puts
-1,002
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 |
|---|---|---|---|---|---|
| Peterson Wealth Advisors, LLC | $36.4M | 688,151 | 4.22% | 32q | +3.0%+$1.1M |
| Boston Standard Wealth Management, LLC | $19.9M | 376,161 | 2.86% | 32q | HELD |
| Taylor & Morgan Wealth Management, LLC | $16.6M | 314,362 | 7.99% | 14q | +4.1%+$662.1K |
| Montz Harcus Wealth Management LLC | $16.1M | 304,807 | 5.65% | 20q | +10.5%+$1.5M |
| Valeo Financial Advisors, LLC | $12.7M | 240,369 | 0.27% | 26q | HELD |
| WALLER FINANCIAL PLANNING GROUP, INC | $10.7M | 201,879 | 2.17% | 32q | -4.0%-$448.7K |
| RVW Wealth, LLC | $9.2M | 174,333 | 0.59% | 14q | HELD |
| Buska Wealth Management, LLC | $6.4M | 120,913 | 2.20% | 2q | +2761.2%+$6.2M |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $5.8M | 108,955 | 1.35% | 21q | +5.8%+$313.8K |
| Roan Capital Partners | $5.0M | 94,124 | 3.64% | 3q | +5.7%+$268.7K |
| Farther Finance Advisors, LLC | $4.1M | 78,152 | 0.03% | 16q | -8.1%-$365.2K |
| LEGACY SOLUTIONS, LLC | $4.1M | 76,690 | 3.10% | 8q | +2.6%+$103.3K |
| Breakwater Capital Group | $3.5M | 66,117 | 0.41% | 16q | +0.5%+$18.8K |
| Bill Few Associates, Inc. | $3.4M | 63,474 | 0.69% | 14q | +5.0%+$159.2K |
| Balefire, LLC | $2.3M | 43,611 | 0.36% | 6q | +20.3%+$389.5K |
| CoreCap Advisors, LLC | $1.9M | 36,199 | 0.06% | 19q | -1.2%-$22.5K |
| Legacy Private Trust Co. | $1.6M | 31,012 | 0.09% | 14q | -3.1%-$52.6K |
| Lee, Kelleher & Klein Wealth Management | $1.3M | 23,768 | 0.65% | 8q | -2.0%-$25.4K |
| Go Invest LLC | $1.1M | 20,603 | 0.23% | 4q | +1.6%+$17.4K |
| Planning Strategies Inc. | $1.1M | 20,563 | 0.64% | 2q | -12.7%-$158.8K |
| TITLEIST ASSET MANAGEMENT, LLC | $1.1M | 20,047 | 0.07% | 14q | +6.1%+$61.2K |
| Delta Wealth Advisors LLC | $1.0M | 18,983 | 0.69% | 11q | -3.5%-$36.4K |
| TILIA FIDUCIARY PARTNERS, INC. | $763.5K | 14,444 | 0.18% | 4q | +106.3%+$393.4K |
| Sunburst Financial Group, LLC | $742.4K | 14,045 | 0.12% | 16q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $656.7K | 12,197 | 0.09% | 24q | -1.2%-$8.3K |
| Apella Capital, LLC | $618.7K | 11,612 | 0.01% | 21q | -2.5%-$15.9K |
| GILPIN WEALTH MANAGEMENT, LLC | $524.1K | 9,914 | 0.35% | 4q | -7.6%-$42.8K |
| Grove Bank & Trust | $485.9K | 9,192 | 0.05% | 14q | HELD |
| Apeiron RIA LLC | $427.4K | 8,028 | 0.10% | 6q | +8.2%+$32.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $415.7K | 7,864 | 0.08% | 12q | +9.6%+$36.5K |
| First Heartland Consultants, Inc. | $410.0K | 7,756 | 0.03% | 10q | -1.8%-$7.7K |
| Avidian Wealth Enterprises, LLC | $389.8K | 7,374 | 0.01% | 8q | -96.1%-$9.7M |
| YHB Investment Advisors, Inc. | $368.7K | 6,975 | 0.02% | 4q | -1.9%-$7.2K |
| Acropolis Investment Management, LLC | $338.5K | 6,404 | 0.01% | 16q | -44.2%-$268.5K |
| SAPIENT CAPITAL LLC | $308.1K | 5,828 | 0.00% | 12q | -50.0%-$308.1K |
| ECLECTIC ASSOCIATES INC /ADV | $302.3K | 5,719 | 0.03% | 4q | -4.1%-$12.9K |
| Councilor Wealth, LLC | $271.6K | 5,138 | 0.11% | 7q | HELD |
| CYPRESS FINANCIAL PLANNING LLC | $259.5K | 4,909 | 0.07% | 6q | +1.0%+$2.5K |
| Plan A Wealth LLC | $259.1K | 4,901 | 0.09% | 8q | -13.8%-$41.6K |
| Factor Wealth Management LTD | $246.9K | 4,670 | 0.04% | 5q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $155.3K | 2,938 | 0.10% | 7q | HELD |
| GAMMA Investing LLC | $140.3K | 2,655 | 0.00% | 11q | -6.2%-$9.3K |
| AMERICAN NATIONAL BANK & TRUST | $70.5K | 1,334 | 0.01% | 21q | HELD |
| TOMPKINS FINANCIAL CORP | $56.7K | 1,073 | 0.00% | 3q | -3.2%-$1.9K |
| ELEVATION WEALTH PARTNERS, LLC | $35.4K | 670 | 0.01% | 12q | HELD |
| ATWOOD & PALMER INC | $32.1K | 607 | 0.00% | 14q | HELD |
| Hickory Point Bank & Trust | $16.9K | 320 | 0.01% | 3q | HELD |
| Horizons Wealth Management | $8.7K | 164 | 0.01% | 13q | HELD |
| FIRST COMMUNITY TRUST NA | $8.0K | 151 | 0.00% | 4q | HELD |
| Bullock Wealth Management Group | $6.8K | 128 | 0.00% | 11q | HELD |
| GK Wealth Management LLC | $4.2K | 78 | 0.00% | new | NEW |
| Central Pacific Bank - Trust Division | $1.5K | 28 | 0.00% | 11q | HELD |
| CX Institutional | $773 | 14,615 | 0.02% | 7q | -2.3% |
| Polaris Financial Partners | $91 | 1,716 | 0.04% | new | FIRST |
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 | 52 | $173.4M | 3,280,389 | 1 | 16 | 19 | 0.0% |
| Q2 2026 | 1,054 | $13.6B | 236,371,710 | 105 | 375 | 337 | 0.0% |
| Q1 2026 | 1,003 | $10.3B | 212,462,991 | 80 | 353 | 311 | 0.0% |
| Q4 2025 | 982 | $9.8B | 209,776,441 | 75 | 335 | 315 | 0.0% |
| Q3 2025 | 898 | $9.1B | 196,763,768 | 78 | 337 | 279 | 0.0% |
| Q2 2025 | 891 | $8.2B | 191,278,651 | 68 | 343 | 296 | 0.0% |
| Q1 2025 | 893 | $7.9B | 194,625,292 | 56 | 329 | 330 | 0.0% |
| Q4 2024 | 929 | $9.3B | 206,316,732 | 68 | 375 | 240 | 0.1% |
| Q3 2024 | 852 | $8.9B | 194,507,864 | 83 | 322 | 250 | 0.0% |
| Q2 2024 | 811 | $7.7B | 184,764,274 | 65 | 296 | 261 | 0.0% |
| Q1 2024 | 774 | $8.1B | 188,574,113 | 67 | 288 | 252 | 0.0% |
| Q4 2023 | 778 | $7.8B | 181,063,550 | 85 | 294 | 225 | 0.0% |
| Q3 2023 | 684 | $6.2B | 163,656,931 | 58 | 270 | 204 | 0.0% |
| Q2 2023 | 667 | $5.4B | 138,546,989 | 211 | 273 | 112 | 0.0% |
| Q1 2023 | 475 | $3.9B | 103,596,435 | 43 | 214 | 134 | 0.0% |
| Q4 2022 | 472 | $9.9B | 267,772,719 | 56 | 169 | 143 | 0.0% |
| Q3 2022 | 431 | $2.9B | 86,023,139 | 37 | 181 | 132 | 0.0% |
| Q2 2022 | 428 | $3.1B | 85,484,669 | 42 | 174 | 127 | 0.0% |
| Q1 2022 | 432 | $3.4B | 82,153,305 | 41 | 164 | 141 | 0.0% |
| Q4 2021 | 415 | $3.5B | 77,450,606 | 38 | 156 | 112 | 0.0% |
| Q3 2021 | 354 | $3.0B | 71,080,688 | 32 | 153 | 89 | 0.0% |
| Q2 2021 | 347 | $3.1B | 70,776,095 | 32 | 125 | 115 | 0.0% |
| Q1 2021 | 332 | $3.1B | 73,463,130 | 40 | 104 | 131 | 0.0% |
| Q4 2020 | 307 | $2.5B | 69,005,095 | 45 | 106 | 83 | 0.0% |
| Q3 2020 | 248 | $1.7B | 63,445,539 | 24 | 88 | 88 | 0.0% |
| Q2 2020 | 245 | $1.6B | 61,766,867 | 36 | 98 | 84 | 0.0% |
| Q1 2020 | 238 | $1.0B | 46,237,301 | 36 | 106 | 68 | 0.0% |
| Q4 2019 | 261 | $1.0B | 31,286,201 | 38 | 99 | 60 | 0.0% |
| Q3 2019 | 210 | $816.6M | 27,195,464 | 19 | 115 | 45 | 0.0% |
| Q2 2019 | 205 | $784.0M | 25,579,629 | 18 | 115 | 37 | 0.0% |
| Q1 2019 | 204 | $708.5M | 23,450,546 | 17 | 96 | 54 | 0.0% |
| Q4 2018 | 209 | $656.5M | 24,375,434 | 2 | 5 | 6 | 0.0% |