# SPDR SERIES TRUST (SPTI)

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

- Reporting holders: 15
- Reported value: $156.0M
- 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 |
|---|---|---|---|---|
| [STEPHENS GROUP ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1726808-stephens-group-asset-management-llc/) | $79.9M | 2,928,146 | 4.6% | 32 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $41.7M | 1,530,221 | 0.6% | 30 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $18.9M | 692,007 | 0.3% | 1 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $6.1M | 223,718 | 4.4% | 23 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.3M | 119,284 | 0.0% | 16 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $1.4M | 50,293 | 0.7% | 10 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $1.2M | 44,545 | 0.2% | 11 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $1.1M | 41,010 | 0.3% | 12 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $960.1K | 35,195 | 0.9% | 7 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $727.2K | 26,657 | 0.1% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $387.6K | 14,194 | 0.0% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $213.9K | 7,846 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $99.2K | 3,638 | 0.0% | 15 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $63.0K | 2,308,448 | 1.7% | 32 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $31.4K | 1,150 | 0.0% | 1 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $2.5K | 90 | 0.0% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $156.0M |
| Q2 2026 | 411 | $9.2B |
| Q1 2026 | 403 | $9.3B |
| Q4 2025 | 410 | $8.8B |
| Q3 2025 | 373 | $8.5B |
| Q2 2025 | 386 | $8.0B |
| Q1 2025 | 366 | $7.0B |
| Q4 2024 | 358 | $6.3B |
| Q3 2024 | 331 | $5.9B |
| Q2 2024 | 317 | $5.3B |
| Q1 2024 | 312 | $5.0B |
| Q4 2023 | 313 | $4.2B |