SPDR SERIES TRUST (SPSM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,017
Reporting holders
$11.8B
Reported value
0.0%
Held as options
+47
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $1.5B | 25,175,605 | 0.33% | 31q | +2.4%+$33.7M |
| Financial Engines Advisors L.L.C. | $1.1B | 18,804,022 | 1.93% | 27q | -9.0%-$107.8M |
| BANK OF AMERICA CORP /DE/ | $700.5M | 12,147,363 | 0.05% | 31q | +209.3%+$474.1M |
| MORGAN STANLEY | $439.1M | 7,614,768 | 0.02% | 35q | +5.9%+$24.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $380.5M | 6,597,240 | 0.05% | 26q | HELD |
| Sixth Street Partners Management Company, L.P. | $380.5M | 6,597,240 | 0.05% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $367.2M | 6,367,516 | 0.09% | 31q | +48.7%+$120.2M |
| Valmark Advisers, Inc. | $294.2M | 5,101,635 | 3.12% | 26q | -5.7%-$17.9M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $289.6M | 5,022,048 | 3.81% | 14q | +2.3%+$6.4M |
| AMERIPRISE FINANCIAL INC | $251.5M | 4,348,586 | 0.05% | 31q | -51.1%-$263.2M |
| RAYMOND JAMES FINANCIAL INC | $173.5M | 3,009,298 | 0.05% | 7q | +7.6%+$12.3M |
| Creative Planning | $160.1M | 2,776,196 | 0.09% | 30q | -0.9%-$1.5M |
| UBS Group AG | $143.2M | 2,483,029 | 0.02% | 31q | +5.5%+$7.5M |
| OSAIC HOLDINGS, INC. | $120.5M | 2,089,160 | 0.14% | 26q | +9.9%+$10.9M |
| STIFEL FINANCIAL CORP | $120.0M | 2,080,273 | 0.10% | 21q | +72.5%+$50.4M |
| PNC Financial Services Group, Inc. | $113.1M | 1,961,330 | 0.06% | 31q | +2.4%+$2.7M |
| Pinnacle Wealth Planning Services, Inc. | $110.8M | 1,920,706 | 10.55% | 34q | +2.7%+$2.9M |
| Wealthcare Advisory Partners LLC | $102.4M | 1,776,135 | 1.94% | 31q | +1.1%+$1.1M |
| Crestwood Advisors Group, LLC | $100.5M | 1,742,537 | 1.49% | 26q | +0.9%+$916.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $95.5M | 1,656,155 | 0.05% | 31q | +1.6%+$1.5M |
| STATE STREET CORP | $93.0M | 1,613,064 | 0.00% | 23q | -16.5%-$18.4M |
| Cetera Investment Advisers | $89.6M | 1,554,487 | 0.08% | 20q | +10.9%+$8.8M |
| Dakota Wealth Management | $86.5M | 1,499,275 | 1.65% | 28q | +8.4%+$6.7M |
| MASON STREET ADVISORS, LLC | $79.5M | 1,379,248 | 7.17% | 10q | +4.0%+$3.0M |
| Corient Private Wealth LP | $75.7M | 1,312,041 | 0.05% | 15q | +97.2%+$37.3M |
| ASSETMARK, INC | $71.5M | 1,239,772 | 0.12% | 31q | -13.8%-$11.4M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $70.5M | 1,222,487 | 0.53% | 4q | -5.1%-$3.8M |
| GREAT VALLEY ADVISOR GROUP, INC. | $69.2M | 1,200,234 | 1.09% | 24q | HELD |
| Private Advisor Group, LLC | $64.9M | 1,125,006 | 0.30% | 31q | +16.1%+$9.0M |
| HighTower Advisors, LLC | $61.8M | 1,071,815 | 0.06% | 25q | +2.1%+$1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $58.2M | 1,009,258 | 0.07% | 31q | +10.2%+$5.4M |
| DAVENPORT & Co LLC | $56.9M | 986,910 | 0.28% | 13q | +13.6%+$6.8M |
| Envestnet Portfolio Solutions, Inc. | $56.3M | 976,262 | 0.27% | 12q | -14.1%-$9.3M |
| MIDLAND WEALTH ADVISORS, LLC | $55.3M | 959,196 | 2.60% | 11q | HELD |
| WELLS FARGO & COMPANY/MN | $54.9M | 952,624 | 0.01% | 31q | -49.6%-$54.1M |
| Equitable Holdings, Inc. | $50.8M | 880,649 | 0.30% | 23q | -9.3%-$5.2M |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $48.1M | 833,994 | 2.79% | 14q | +3.0%+$1.4M |
| First Command Advisory Services, Inc. | $47.2M | 818,472 | 0.28% | 12q | +10.8%+$4.6M |
| One Day In July LLC | $46.4M | 804,494 | 3.23% | 11q | +9.1%+$3.9M |
| Stadion Money Management, LLC | $46.3M | 803,443 | 3.99% | 26q | -6.8%-$3.4M |
| TRUIST FINANCIAL CORP | $42.9M | 744,666 | 0.05% | 31q | -1.9%-$851.8K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $42.2M | 732,516 | 0.23% | 31q | +8.1%+$3.2M |
| ROYAL BANK OF CANADA | $41.1M | 712,610 | 0.01% | 31q | -3.2%-$1.4M |
| Integrated Wealth Concepts LLC | $40.5M | 702,614 | 0.20% | 25q | +74.8%+$17.3M |
| HighPoint Advisor Group LLC | $40.1M | 695,486 | 1.41% | 3q | +22.5%+$7.4M |
| VICUS CAPITAL | $39.5M | 684,168 | 2.55% | 21q | HELD |
| GREENLEAF TRUST | $38.5M | 668,396 | 0.37% | 4q | +9.0%+$3.2M |
| Peterson Wealth Advisors, LLC | $38.5M | 667,839 | 4.55% | 31q | +1.9%+$731.9K |
| Merit Financial Group, LLC | $37.5M | 650,779 | 0.11% | 24q | +99.4%+$18.7M |
| Morningstar Investment Management LLC | $37.4M | 774,051 | 2.31% | 7q | HELD |
| BOKF, NA | $37.1M | 643,758 | 0.51% | 6q | HELD |
| ST GERMAIN D J CO INC | $36.3M | 630,122 | 1.31% | 20q | +2.1%+$754.8K |
| Clark Capital Management Group, Inc. | $35.0M | 606,750 | 0.19% | new | NEW |
| Evernest Financial Advisors, LLC | $34.6M | 599,855 | 7.23% | 5q | +6.7%+$2.2M |
| Legacy Edge Advisors, LLC | $34.3M | 697,394 | 1.87% | 9q | +130.2%+$19.4M |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $34.3M | 593,958 | 1.34% | 13q | +1.7%+$579.5K |
| RKL Wealth Management LLC | $34.2M | 593,853 | 2.73% | 8q | +4.1%+$1.4M |
| OARSMAN CAPITAL, INC. | $33.7M | 583,514 | 3.56% | 31q | +6.2%+$2.0M |
| Avior Wealth Management, LLC | $32.2M | 558,732 | 0.85% | 31q | +1.6%+$505.8K |
| Savant Capital, LLC | $32.0M | 605,173 | 0.09% | 31q | +96.9%+$15.8M |
| Composition Wealth, LLC | $31.3M | 542,947 | 0.37% | 4q | +18.6%+$4.9M |
| AlphaStar Capital Management, LLC | $30.1M | 521,139 | 1.91% | 31q | +55.6%+$10.7M |
| SPINNAKER TRUST | $27.7M | 479,835 | 1.34% | 25q | -2.5%-$715.2K |
| ABOUND FINANCIAL, LLC | $27.3M | 473,796 | 10.89% | 7q | -12.6%-$4.0M |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $26.8M | 465,415 | 3.51% | 15q | +27.0%+$5.7M |
| Garrett Wealth Advisory Group, LLC | $26.6M | 461,770 | 4.09% | 20q | +1.0%+$255.8K |
| Crews Bank & Trust | $26.3M | 456,249 | 3.43% | 7q | -6.3%-$1.8M |
| KWB Wealth | $26.1M | 452,815 | 2.23% | 23q | -17.5%-$5.5M |
| United Asset Strategies, Inc. | $25.0M | 434,336 | 1.77% | 31q | +1.0%+$259.6K |
| Cerity Partners LLC | $24.9M | 431,825 | 0.03% | 15q | +0.9%+$231.5K |
| JPMORGAN CHASE & CO | $24.8M | 432,384 | 0.00% | 21q | +6.8%+$1.6M |
| FIFTH THIRD BANCORP | $24.6M | 425,872 | 0.04% | 28q | +6.5%+$1.5M |
| Geneos Wealth Management Inc. | $24.4M | 423,216 | 0.50% | 35q | +3.0%+$704.2K |
| Financial Gravity Companies, Inc. | $24.3M | 422,057 | 3.95% | 4q | +10.8%+$2.4M |
| Allen Capital Group, LLC | $24.3M | 421,001 | 1.98% | 14q | +3.6%+$851.5K |
| Banco Santander, S.A. | $22.9M | 396,801 | 0.14% | 13q | -46.9%-$20.2M |
| Boston Standard Wealth Management, LLC | $21.8M | 376,832 | 3.16% | 31q | -2.6%-$579.5K |
| FLAGSHIP HARBOR ADVISORS, LLC | $21.7M | 377,072 | 0.83% | 27q | +5.0%+$1.0M |
| Diversify Advisory Services, LLC | $21.7M | 384,139 | 0.36% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $21.7M | 384,139 | 0.36% | 9q | -1.8%-$402.2K |
| Shepherd Financial Partners LLC | $21.7M | 376,221 | 1.78% | 18q | HELD |
| Fund Evaluation Group, LLC | $21.6M | 374,838 | 0.58% | 13q | -13.1%-$3.3M |
| Lido Advisors, LLC | $21.6M | 374,702 | 0.06% | 13q | +2.2%+$468.2K |
| MML INVESTORS SERVICES, LLC | $21.6M | 374,428 | 0.04% | 31q | +28.9%+$4.8M |
| CIBC Bancorp USA Inc. | $21.1M | 374,375 | 0.03% | 2q | +29.4%+$4.8M |
| TPG Financial Advisors, LLC | $20.8M | 361,261 | 6.22% | 30q | +8.6%+$1.6M |
| Atlas Private Wealth Advisors | $20.3M | 351,572 | 4.44% | 13q | HELD |
| EVERMAY WEALTH MANAGEMENT LLC | $20.2M | 349,702 | 2.08% | 18q | +8.7%+$1.6M |
| Trustees of Dartmouth College | $20.2M | 349,430 | 6.02% | new | NEW |
| Focus Partners Wealth | $19.9M | 344,894 | 0.02% | 11q | +23.5%+$3.8M |
| Hancock Prospecting Pty Ltd | $19.8M | 342,840 | 0.35% | 6q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $19.5M | 338,063 | 0.01% | 22q | +318.4%+$14.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.3M | 345,538 | 0.03% | 31q | +2.6%+$484.2K |
| CAHABA WEALTH MANAGEMENT, INC. | $18.9M | 328,118 | 1.14% | 31q | -1.2%-$226.9K |
| Impact Partnership Wealth, LLC | $18.8M | 326,161 | 1.83% | 13q | -35.2%-$10.2M |
| PRINCIPAL SECURITIES, INC. | $18.4M | 319,166 | 0.22% | 11q | +117.5%+$9.9M |
| Foguth Wealth Management, LLC. | $18.2M | 323,245 | 2.07% | 7q | -9.7%-$2.0M |
| Leicht Financial Planning & Wealth Management, Inc. | $18.1M | 314,283 | 7.43% | 24q | -16.5%-$3.6M |
| WBH ADVISORY INC | $18.0M | 312,928 | 1.21% | 25q | HELD |
| OneDigital Investment Advisors LLC | $17.9M | 309,945 | 0.15% | 20q | -3.1%-$579.7K |
Showing the largest 100 of 1,048 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 | 1,017 | $11.8B | 204,459,683 | 101 | 363 | 326 | 0.0% |
| Q1 2026 | 970 | $9.2B | 190,648,168 | 77 | 344 | 298 | 0.0% |
| Q4 2025 | 948 | $8.8B | 187,363,418 | 72 | 324 | 304 | 0.0% |
| Q3 2025 | 865 | $8.1B | 174,410,078 | 76 | 321 | 273 | 0.0% |
| Q2 2025 | 849 | $7.2B | 169,567,673 | 66 | 325 | 285 | 0.0% |
| Q1 2025 | 846 | $7.1B | 173,005,027 | 50 | 321 | 310 | 0.0% |
| Q4 2024 | 880 | $8.1B | 180,830,188 | 63 | 354 | 229 | 0.1% |
| Q3 2024 | 803 | $7.7B | 169,758,361 | 80 | 303 | 236 | 0.0% |
| Q2 2024 | 758 | $6.7B | 160,916,133 | 60 | 279 | 244 | 0.0% |
| Q1 2024 | 722 | $7.2B | 167,160,302 | 62 | 270 | 236 | 0.1% |
| Q4 2023 | 722 | $7.4B | 172,637,920 | 74 | 275 | 207 | 0.1% |
| Q3 2023 | 635 | $5.9B | 157,324,204 | 56 | 246 | 192 | 0.0% |
| Q2 2023 | 612 | $5.2B | 132,817,745 | 194 | 249 | 104 | 0.0% |
| Q1 2023 | 430 | $3.7B | 98,961,866 | 38 | 197 | 118 | 0.0% |
| Q4 2022 | 413 | $3.3B | 88,050,414 | 52 | 142 | 129 | 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% |