SPDR SERIES TRUST (SPTM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
754
Reporting holders
$8.6B
Reported value
0.1%
Held as options
+32
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 | $753.6M | 8,300,927 | 0.17% | 31q | -2.4%-$18.2M |
| ASSETMARK, INC | $500.1M | 5,507,994 | 0.86% | 12q | +1.3%+$6.5M |
| Creative Planning | $385.4M | 4,244,480 | 0.23% | 31q | +2.9%+$10.7M |
| Valmark Advisers, Inc. | $268.9M | 2,961,564 | 2.85% | 26q | +0.7%+$2.0M |
| Tidal Investments LLC | $266.8M | 2,938,215 | 0.46% | 3q | +1.5%+$3.9M |
| Private Advisor Group, LLC | $238.8M | 2,629,977 | 1.09% | 31q | -15.0%-$42.1M |
| Wealthcare Advisory Partners LLC | $227.7M | 2,508,062 | 4.32% | 31q | -3.0%-$7.2M |
| Professional Financial Advisors, LLC | $203.7M | 2,244,068 | 35.24% | 27q | +46.4%+$64.6M |
| Hughes Financial Services, LLC | $157.1M | 1,730,399 | 20.82% | 7q | +3.5%+$5.3M |
| MORGAN STANLEY | $142.4M | 1,568,833 | 0.01% | 35q | +2.5%+$3.5M |
| OSAIC HOLDINGS, INC. | $139.9M | 1,540,424 | 0.16% | 26q | +7.2%+$9.3M |
| AMERIPRISE FINANCIAL INC | $135.9M | 1,498,663 | 0.03% | 31q | -41.3%-$95.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $131.1M | 1,430,952 | 0.22% | 31q | +1.8%+$2.4M |
| Syntegra Private Wealth Group, LLC | $123.5M | 1,360,734 | 9.57% | 15q | -3.7%-$4.7M |
| Modern Wealth Management, LLC | $102.5M | 1,129,081 | 1.22% | 11q | -18.5%-$23.3M |
| Allworth Financial LP | $95.1M | 1,047,443 | 0.40% | 31q | -2.3%-$2.2M |
| WELLS FARGO & COMPANY/MN | $93.6M | 1,030,968 | 0.02% | 31q | -49.8%-$92.7M |
| ARS Wealth Advisors Group, LLC | $92.5M | 1,018,751 | 7.24% | 20q | -1.3%-$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $90.7M | 999,405 | 0.02% | 31q | -1.2%-$1.1M |
| BANK OF AMERICA CORP /DE/ | $82.9M | 913,019 | 0.01% | 31q | -6.2%-$5.5M |
| Rockbridge Investment Management, LCC | $82.1M | 904,261 | 6.67% | 25q | -3.2%-$2.7M |
| Blueprint Investment Partners LLC | $79.8M | 879,321 | 6.66% | 27q | +16.0%+$11.0M |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $78.9M | 868,980 | 14.93% | 8q | +3.4%+$2.6M |
| Wealthquest Corp | $78.7M | 866,474 | 4.96% | 16q | +3.0%+$2.3M |
| Rosenberg Matthew Hamilton | $78.0M | 858,575 | 14.52% | 26q | +4.0%+$3.0M |
| B.O.S.S. Retirement Advisors, LLC | $72.3M | 796,314 | 19.52% | 5q | +12.5%+$8.1M |
| Financial Strategies Group, Inc. | $70.9M | 779,808 | 11.29% | 27q | HELD |
| Baltimore-Washington Financial Advisors, Inc. | $69.6M | 766,306 | 2.60% | 16q | +2.0%+$1.4M |
| Shepherd Financial Partners LLC | $69.5M | 765,384 | 5.71% | 31q | +2.5%+$1.7M |
| Cerity Partners LLC | $66.6M | 733,767 | 0.08% | 18q | -1.2%-$837.5K |
| AQR CAPITAL MANAGEMENT LLC | $62.6M | 689,429 | 0.02% | 6q | +7.9%+$4.6M |
| Weitzel Financial Services, Inc. | $61.8M | 684,063 | 21.00% | 23q | +0.8%+$473.2K |
| Advisors Capital Management, LLC | $61.7M | 679,939 | 0.65% | 23q | +4.7%+$2.8M |
| HUNTINGTON NATIONAL BANK | $59.7M | 657,860 | 0.29% | 10q | -4.7%-$2.9M |
| RAYMOND JAMES FINANCIAL INC | $57.4M | 632,610 | 0.02% | 7q | -15.9%-$10.8M |
| Legacy Private Trust Co. | $56.9M | 626,685 | 3.15% | 13q | -29.3%-$23.5M |
| CVFG LLC | $55.9M | 616,164 | 5.88% | 2q | +5.5%+$2.9M |
| Winch Advisory Services, LLC | $54.2M | 597,158 | 11.26% | 31q | HELD |
| Stratos Wealth Partners, LTD. | $53.2M | 586,138 | 0.54% | 25q | +4.2%+$2.1M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $51.3M | 565,479 | 0.23% | new | NEW |
| Symphony Financial, Ltd. Co. | $44.6M | 495,226 | 4.88% | 20q | +2.9%+$1.3M |
| Kingsview Wealth Management, LLC | $44.6M | 491,233 | 0.54% | 9q | +6.2%+$2.6M |
| Wealthspire Advisors, LLC | $43.9M | 483,994 | 0.24% | new | NEW |
| Geneos Wealth Management Inc. | $43.2M | 476,001 | 0.88% | 36q | +2.3%+$955.0K |
| Blueprint Financial Advisors LLC | $43.0M | 473,446 | 4.78% | 6q | +14.2%+$5.3M |
| N.E.W. Advisory Services LLC | $42.9M | 472,621 | 2.87% | 26q | +3.6%+$1.5M |
| Aquire Wealth Advisors, LLC | $42.4M | 466,911 | 9.72% | 19q | -3.9%-$1.7M |
| Winthrop Advisory Group LLC | $42.0M | 462,176 | 2.83% | 26q | HELD |
| Cetera Investment Advisers | $40.8M | 449,566 | 0.04% | 21q | +1.4%+$563.2K |
| Equitable Holdings, Inc. | $40.7M | 448,617 | 0.24% | 27q | HELD |
| Rialto Wealth Management, LLC | $38.8M | 427,094 | 7.67% | 7q | HELD |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $38.1M | 420,062 | 5.50% | 14q | +2.0%+$748.8K |
| Treasure Coast Financial Planning | $37.8M | 415,958 | 18.42% | 19q | HELD |
| Focus Partners Wealth | $35.7M | 393,156 | 0.04% | 11q | -1.6%-$591.3K |
| Owl Creek Wealth Partners LLC | $35.7M | 392,903 | 10.44% | 2q | +10.4%+$3.4M |
| HighPoint Advisor Group LLC | $35.2M | 387,596 | 1.24% | 3q | +4.5%+$1.5M |
| Jacobi Capital Management LLC | $33.8M | 372,511 | 1.65% | 26q | +2.5%+$817.7K |
| Rinkey Investments | $33.0M | 363,352 | 7.77% | 19q | -0.5%-$180.4K |
| JPMORGAN CHASE & CO | $32.8M | 364,366 | 0.00% | 15q | -7.3%-$2.6M |
| Arete Wealth Advisors, LLC | $31.2M | 343,920 | 0.68% | 11q | +100.7%+$15.7M |
| Boston Standard Wealth Management, LLC | $30.9M | 339,708 | 4.48% | 31q | +1.1%+$321.6K |
| MONEY CONCEPTS CAPITAL CORP | $29.9M | 329,144 | 1.38% | 21q | +4.6%+$1.3M |
| RFG Advisory, LLC | $28.7M | 316,100 | 0.45% | 31q | -0.6%-$186.6K |
| Focus Partners Advisor Solutions, LLC | $28.4M | 312,542 | 0.24% | 19q | +2.2%+$615.6K |
| Navigation Group, LLC | $28.0M | 308,575 | 5.45% | 2q | -0.8%-$229.4K |
| RVW Wealth, LLC | $27.6M | 304,009 | 1.82% | 25q | +0.5%+$139.8K |
| Financial Planning Fort Collins, LLC | $27.5M | 301,484 | 20.84% | 3q | -5.0%-$1.5M |
| Bridgewealth Advisory Group, LLC | $27.4M | 301,764 | 5.17% | 15q | +4.6%+$1.2M |
| Fox Financial, Inc | $27.4M | 301,615 | 19.07% | 11q | -0.7%-$184.6K |
| DORVAL Corp | $26.8M | 294,987 | 7.71% | 11q | +0.9%+$231.1K |
| ABOUND FINANCIAL, LLC | $25.8M | 284,191 | 10.29% | 7q | -1.2%-$321.1K |
| BIP Wealth, LLC | $25.7M | 282,526 | 0.73% | 14q | +14.2%+$3.2M |
| SigFig Wealth Management, LLC | $25.4M | 281,572 | 0.67% | 13q | -2.3%-$603.6K |
| Waverly Advisors, LLC | $24.7M | 272,566 | 0.14% | 10q | -0.7%-$177.7K |
| Beacon Capital Management, Inc. | $24.0M | 263,803 | 1.45% | 4q | -3.6%-$903.8K |
| Zhang Financial LLC | $23.4M | 257,479 | 0.68% | 15q | -9.1%-$2.3M |
| AssuredPartners Investment Advisors, LLC | $22.9M | 252,181 | 2.22% | 5q | +1.9%+$431.0K |
| Wall Capital Group, Inc. | $22.3M | 245,135 | 18.22% | 9q | -11.2%-$2.8M |
| Annex Advisory Services, LLC | $21.7M | 239,129 | 0.37% | 31q | -0.5%-$115.0K |
| Compass Financial Group, INC/SD | $21.5M | 237,330 | 2.47% | 15q | -1.1%-$244.0K |
| Western Wealth Management, LLC | $20.6M | 227,132 | 0.67% | 22q | +77.5%+$9.0M |
| MPWM ADVISORY SOLUTIONS, LLC | $20.3M | 223,805 | 9.30% | 7q | +7.3%+$1.4M |
| EXCHANGE TRADED CONCEPTS, LLC | $20.3M | 223,498 | 0.05% | 5q | +102.8%+$10.3M |
| Parallel Advisors, LLC | $20.1M | 221,137 | 0.31% | 30q | -1.6%-$332.3K |
| ROYAL BANK OF CANADA | $19.6M | 216,002 | 0.00% | 31q | -6.7%-$1.4M |
| Capasso Planning Partners LLC | $19.1M | 210,645 | 9.54% | 19q | -1.0%-$187.5K |
| HBW ADVISORY SERVICES LLC | $18.8M | 206,830 | 1.70% | 28q | +2.0%+$369.5K |
| Fourth Dimension Wealth, LLC | $18.5M | 203,501 | 5.84% | 7q | +3.7%+$662.7K |
| Mueller Wealth, LLC | $18.4M | 202,687 | 12.53% | 3q | +8.5%+$1.4M |
| Pure Financial Advisors, LLC | $18.2M | 200,381 | 0.23% | 31q | -2.4%-$446.3K |
| Atlas Private Wealth Advisors | $16.9M | 186,239 | 3.70% | 7q | +11.7%+$1.8M |
| AlphaCore Capital LLC | $16.7M | 184,204 | 0.31% | 6q | -2.2%-$368.2K |
| Facet Wealth, Inc. | $16.5M | 181,997 | 0.24% | 23q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $16.2M | 178,323 | 0.26% | 22q | -28.3%-$6.4M |
| GREAT LAKES ADVISORS, LLC | $16.1M | 176,855 | 0.12% | 31q | -1.9%-$314.5K |
| Gateway Wealth Partners, LLC | $16.0M | 176,685 | 0.96% | 15q | -45.8%-$13.6M |
| Bensler, LLC | $16.0M | 175,956 | 1.41% | 19q | +3.1%+$473.2K |
| Clearstead Advisors, LLC | $15.7M | 172,651 | 0.15% | 7q | HELD |
| CABOT WEALTH MANAGEMENT INC | $15.6M | 171,433 | 1.58% | 28q | +33.0%+$3.9M |
| Ervin Investment Management, LLC | $15.3M | 168,556 | 8.31% | 19q | +1.7%+$258.4K |
Showing the largest 100 of 777 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 | 754 | $8.6B | 94,995,667 | 61 | 208 | 246 | 0.1% |
| Q1 2026 | 722 | $8.0B | 100,459,577 | 52 | 225 | 218 | 0.1% |
| Q4 2025 | 713 | $7.7B | 94,815,178 | 48 | 177 | 229 | 0.0% |
| Q3 2025 | 649 | $7.0B | 86,819,058 | 55 | 179 | 221 | 0.1% |
| Q2 2025 | 634 | $6.3B | 84,109,417 | 55 | 195 | 228 | 0.0% |
| Q1 2025 | 610 | $5.5B | 81,670,406 | 39 | 168 | 230 | 0.0% |
| Q4 2024 | 602 | $5.8B | 81,562,893 | 37 | 177 | 195 | 0.0% |
| Q3 2024 | 548 | $5.2B | 74,119,978 | 37 | 163 | 181 | 1.3% |
| Q2 2024 | 529 | $4.9B | 73,229,720 | 36 | 141 | 195 | 0.0% |
| Q1 2024 | 520 | $4.8B | 75,370,311 | 43 | 132 | 206 | 0.2% |
| Q4 2023 | 511 | $4.4B | 74,947,192 | 42 | 150 | 169 | 0.1% |
| Q3 2023 | 464 | $3.6B | 68,102,604 | 27 | 147 | 166 | 0.1% |
| Q2 2023 | 457 | $3.5B | 63,609,402 | 34 | 147 | 164 | 0.6% |
| Q1 2023 | 436 | $3.1B | 60,885,481 | 33 | 142 | 145 | 0.1% |
| Q4 2022 | 414 | $2.7B | 57,371,473 | 35 | 132 | 141 | 0.1% |
| Q3 2022 | 445 | $2.9B | 65,888,283 | 32 | 164 | 145 | 0.1% |
| Q2 2022 | 454 | $3.0B | 64,253,526 | 32 | 157 | 155 | 0.1% |
| Q1 2022 | 462 | $3.6B | 64,786,027 | 27 | 167 | 155 | 1.3% |
| Q4 2021 | 466 | $3.7B | 62,943,224 | 36 | 167 | 122 | 1.0% |
| Q3 2021 | 395 | $2.9B | 54,749,829 | 27 | 138 | 126 | 1.7% |
| Q2 2021 | 389 | $3.2B | 66,167,020 | 30 | 138 | 139 | 0.9% |
| Q1 2021 | 366 | $2.6B | 52,317,507 | 22 | 115 | 152 | 0.3% |
| Q4 2020 | 363 | $2.4B | 51,364,851 | 42 | 120 | 112 | 0.6% |
| Q3 2020 | 304 | $1.9B | 46,083,597 | 29 | 91 | 118 | 0.7% |
| Q2 2020 | 299 | $1.8B | 45,870,418 | 35 | 97 | 109 | 0.1% |
| Q1 2020 | 281 | $1.3B | 40,595,055 | 38 | 99 | 106 | 0.0% |
| Q4 2019 | 290 | $2.5B | 61,963,050 | 36 | 105 | 70 | 0.0% |
| Q3 2019 | 228 | $1.9B | 51,029,382 | 26 | 115 | 53 | 0.0% |
| Q2 2019 | 213 | $1.8B | 48,677,825 | 24 | 107 | 53 | 0.0% |
| Q1 2019 | 203 | $1.7B | 46,571,754 | 27 | 85 | 56 | 0.0% |
| Q4 2018 | 190 | $1.4B | 45,271,367 | 1 | 7 | 2 | 0.0% |