# SPDR SERIES TRUST (SPTS)

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

- Reporting holders: 21
- Reported value: $111.1M
- 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 |
|---|---|---|---|---|
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $29.5M | 1,029,860 | 2.3% | 12 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $27.2M | 948,260 | 3.9% | 32 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $20.3M | 707,671 | 0.3% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.7M | 372,109 | 0.1% | 12 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $8.8M | 307,694 | 0.1% | 3 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $6.7M | 233,624 | 4.8% | 14 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $2.3M | 78,879 | 0.1% | 32 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $1.9M | 67,205 | 0.5% | 6 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $1.2M | 41,568 | 0.5% | 32 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $981.6K | 34,238 | 0.9% | 2 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $435.4K | 15,186 | 0.0% | 13 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $256.7K | 8,954 | 0.0% | 7 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $247.7K | 8,647 | 0.0% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $212.4K | 7,407 | 0.0% | 19 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $139.9K | 4,878,686 | 3.8% | 7 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $84.0K | 2,929 | 0.0% | 4 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $80.8K | 2,818 | 0.0% | 1 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $79.3K | 2,766 | 0.0% | 9 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $65.5K | 2,286 | 0.0% | 5 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $21.1K | 735 | 0.0% | 22 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $19.3K | 672 | 0.0% | 6 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $8.6K | 299 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 21 | $111.1M |
| Q2 2026 | 413 | $5.5B |
| Q1 2026 | 422 | $5.1B |
| Q4 2025 | 426 | $5.0B |
| Q3 2025 | 396 | $4.8B |
| Q2 2025 | 391 | $4.9B |
| Q1 2025 | 383 | $5.2B |
| Q4 2024 | 396 | $5.0B |
| Q3 2024 | 380 | $5.1B |
| Q2 2024 | 362 | $3.8B |
| Q1 2024 | 344 | $5.0B |
| Q4 2023 | 366 | $5.0B |