# SPDR SERIES TRUST (SPTL)

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

- Reporting holders: 18
- Reported value: $160.7M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $115.6M | 4,847,123 | 0.8% | 16 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $23.3M | 978,923 | 0.3% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $7.6M | 319,863 | 0.2% | 19 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.3M | 136,974 | 0.1% | 19 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $2.7M | 114,632 | 2.0% | 23 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $2.5M | 105,822 | 1.8% | 3 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $2.0M | 83,755 | 0.5% | 23 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $1.1M | 45,058 | 0.2% | 6 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $732.6K | 30,754 | 0.1% | 1 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $488.8K | 20,495 | 0.0% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $448.4K | 18,799 | 0.0% | 32 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $313.1K | 13,129 | 0.0% | 3 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $252.3K | 10,579 | 0.0% | 5 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $219.8K | 9,216 | 0.1% | 2 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $18.2K | 764 | 0.0% | 2 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $6.9K | 290 | 0.0% | 2 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $4.0K | 167 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $882 | 37 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $15 | 629 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $160.7M |
| Q2 2026 | 482 | $12.1B |
| Q1 2026 | 484 | $9.7B |
| Q4 2025 | 479 | $9.3B |
| Q3 2025 | 420 | $10.6B |
| Q2 2025 | 439 | $10.0B |
| Q1 2025 | 472 | $10.6B |
| Q4 2024 | 461 | $9.9B |
| Q3 2024 | 435 | $10.9B |
| Q2 2024 | 410 | $9.5B |
| Q1 2024 | 389 | $9.1B |
| Q4 2023 | 388 | $8.3B |