# SPDR SERIES TRUST (SPTM)

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

- Reporting holders: 47
- Reported value: $310.4M
- 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 |
|---|---|---|---|---|
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $82.6M | 897,808 | 14.8% | 27 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $56.5M | 613,626 | 3.1% | 14 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $32.2M | 349,333 | 4.6% | 32 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $27.4M | 297,605 | 1.8% | 26 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $25.0M | 271,829 | 0.6% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $13.8M | 150,094 | 0.1% | 10 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $13.2M | 143,024 | 1.5% | 4 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $11.7M | 127,175 | 2.1% | 30 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $10.4M | 113,283 | 1.6% | 12 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $6.5M | 70,120 | 4.6% | 23 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $6.4M | 68,851 | 1.4% | 20 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $2.2M | 23,663 | 0.4% | 4 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $1.8M | 19,482 | 0.4% | 23 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $1.7M | 18,289 | 0.2% | 32 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $1.6M | 17,227 | 0.1% | 4 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $1.4M | 15,497 | 0.2% | 31 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $1.4M | 14,925 | 0.3% | 32 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $1.3M | 14,513 | 0.9% | 4 |
| [Emprise Bank](https://holderbook.com/funds/2018815-emprise-bank/) | $1.3M | 14,235 | 0.5% | 6 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $1.3M | 14,012 | 0.3% | 6 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $1.2M | 13,116 | 0.2% | 16 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $1.2M | 12,336 | 0.1% | 16 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $846.8K | 9,327 | 0.3% | 12 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $789.3K | 8,574 | 0.7% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $744.4K | 8,087 | 0.0% | 19 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 47 | $310.4M |
| Q2 2026 | 782 | $9.1B |
| Q1 2026 | 746 | $8.2B |
| Q4 2025 | 739 | $8.2B |
| Q3 2025 | 673 | $7.5B |
| Q2 2025 | 662 | $6.8B |
| Q1 2025 | 639 | $6.0B |
| Q4 2024 | 634 | $6.3B |
| Q3 2024 | 582 | $5.7B |
| Q2 2024 | 563 | $5.4B |
| Q1 2024 | 564 | $5.3B |
| Q4 2023 | 556 | $4.8B |