# SPDR SERIES TRUST (TFI)

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

- Reporting holders: 14
- Reported value: $29.0M
- 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 |
|---|---|---|---|---|
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $6.0M | 141,386 | 0.2% | 16 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $5.7M | 132,159 | 1.2% | 12 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $5.6M | 130,519 | 0.2% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $3.2M | 74,253 | 0.3% | 32 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $2.6M | 61,083 | 1.9% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.0M | 46,215 | 0.0% | 16 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $1.1M | 26,651 | 0.6% | 4 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $1.0M | 23,809 | 0.0% | 14 |
| [CYPRESS FINANCIAL PLANNING LLC](https://holderbook.com/funds/1937021-cypress-financial-planning-llc/) | $514.4K | 12,026 | 0.1% | 11 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $426.4K | 9,970 | 0.1% | 6 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $360.1K | 8,419 | 0.1% | 16 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $274.5K | 6,418 | 0.0% | 3 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $253.0K | 5,916 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $16.2K | 378 | 0.0% | 5 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $1.7K | 40,568 | 0.0% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 14 | $29.0M |
| Q2 2026 | 346 | $3.5B |
| Q1 2026 | 341 | $4.3B |
| Q4 2025 | 327 | $3.1B |
| Q3 2025 | 307 | $3.3B |
| Q2 2025 | 311 | $3.3B |
| Q1 2025 | 312 | $3.2B |
| Q4 2024 | 331 | $3.7B |
| Q3 2024 | 306 | $3.7B |
| Q2 2024 | 304 | $4.0B |
| Q1 2024 | 300 | $5.6B |
| Q4 2023 | 320 | $5.6B |