SPDR SERIES TRUST (XITK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
41
Reporting holders
$23.1M
Reported value
0.0%
Held as options
+3
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 | $6.6M | 33,833 | 0.00% | 31q | +14.0%+$811.4K |
| Sage Capital Management, LLC | $3.9M | 19,776 | 1.51% | 11q | -1.5%-$59.4K |
| ROYAL BANK OF CANADA | $1.8M | 9,114 | 0.00% | 31q | +66.0%+$709.6K |
| MONEY CONCEPTS CAPITAL CORP | $1.5M | 7,872 | 0.07% | 12q | -9.9%-$169.0K |
| JANE STREET GROUP, LLC | $1.1M | 5,740 | 0.00% | new | NEW |
| CITIGROUP INC | $1.1M | 5,461 | 0.00% | 13q | +155.9%+$651.6K |
| KWMG, LLC | $954.2K | 4,872 | 0.07% | 23q | -18.8%-$220.3K |
| GOLDMAN SACHS GROUP INC | $877.4K | 4,480 | 0.00% | 13q | -19.8%-$217.2K |
| Kaizen Financial Strategies | $646.9K | 3,314 | 0.21% | 6q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $641.4K | 3,275 | 0.00% | 12q | -73.7%-$1.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $541.8K | 2,766 | 0.00% | 31q | -2.3%-$12.5K |
| CITADEL ADVISORS LLC | $485.3K | 2,478 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $468.6K | 2,393 | 0.00% | new | NEW |
| Opulen Financial Group LLC | $354.1K | 1,808 | 0.22% | 7q | -13.7%-$56.4K |
| Kestra Advisory Services, LLC | $340.2K | 1,737 | 0.00% | 7q | -24.2%-$108.7K |
| Perigon Wealth Management, LLC | $312.8K | 1,597 | 0.00% | 22q | HELD |
| OSAIC HOLDINGS, INC. | $303.6K | 1,550 | 0.00% | 26q | -58.7%-$431.9K |
| Cornerstone Wealth Management, LLC | $203.2K | 1,037 | 0.01% | new | NEW |
| SALEM INVESTMENT COUNSELORS INC | $183.1K | 935 | 0.00% | 2q | -2.1%-$3.9K |
| FMR LLC | $136.3K | 696 | 0.00% | 16q | -1.7%-$2.4K |
| Arax Advisory Partners | $117.5K | 600 | 0.00% | new | NEW |
| UBS Group AG | $106.9K | 546 | 0.00% | 30q | +12.3%+$11.8K |
| Millstone Evans Group, LLC | $65.8K | 336 | 0.04% | 7q | HELD |
| IFP Advisors, Inc | $57.4K | 293 | 0.00% | 14q | +5.0%+$2.7K |
| Key Financial Inc | $45.0K | 230 | 0.01% | 10q | HELD |
| Harbor Asset Planning, Inc. | $36.8K | 188 | 0.03% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $36.6K | 187 | 0.00% | 21q | HELD |
| NFSG Corp | $33.7K | 172 | 0.00% | 9q | HELD |
| Qube Research & Technologies Ltd | $26.4K | 135 | 0.00% | 8q | +1.5% |
| Capital Investment Advisory Services, LLC | $22.1K | 113 | 0.00% | 21q | HELD |
| Tidemark, LLC | $21.2K | 108 | 0.00% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $18.6K | 95 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $17.2K | 88 | 0.00% | new | NEW |
| MORGAN STANLEY | $12.9K | 66 | 0.00% | 30q | +187.0%+$8.4K |
| Asset Dedication, LLC | $12.1K | 62 | 0.00% | 21q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.0K | 56 | 0.00% | 22q | -61.9%-$17.8K |
| Aventus Investment Advisors, Inc. | $8.2K | 42 | 0.01% | 5q | HELD |
| NewEdge Advisors, LLC | $3.3K | 17 | 0.00% | new | NEW |
| Investors Research Corp | $2.0K | 10 | 0.00% | 26q | HELD |
| Dunhill Financial, LLC | $783 | 4 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $646 | 3,294 | 0.00% | 7q | +32.5% |
| WELLS FARGO & COMPANY/MN | $137 | 1 | 0.00% | 19q | -100.0%-$464.3K |
| TSFG, LLC | $2 | 11 | 0.00% | 24q | HELD |
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 | 41 | $23.1M | 118,083 | 8 | 7 | 13 | 0.0% |
| Q1 2026 | 38 | $18.1M | 123,192 | 3 | 9 | 11 | 0.0% |
| Q4 2025 | 45 | $34.9M | 171,303 | 4 | 9 | 12 | 12.3% |
| Q3 2025 | 43 | $36.1M | 149,543 | 2 | 5 | 11 | 21.3% |
| Q2 2025 | 48 | $30.5M | 161,255 | 6 | 8 | 14 | 0.0% |
| Q1 2025 | 46 | $25.1M | 156,730 | 4 | 7 | 14 | 0.1% |
| Q4 2024 | 46 | $34.2M | 193,623 | 9 | 5 | 17 | 1.5% |
| Q3 2024 | 39 | $30.2M | 195,651 | 4 | 6 | 14 | 0.0% |
| Q2 2024 | 39 | $92.7M | 600,751 | 5 | 7 | 16 | 5.0% |
| Q1 2024 | 39 | $33.1M | 221,930 | 4 | 10 | 11 | 0.0% |
| Q4 2023 | 38 | $33.3M | 154,463 | 4 | 5 | 15 | 32.2% |
| Q3 2023 | 39 | $21.7M | 175,795 | 8 | 7 | 9 | 0.0% |
| Q2 2023 | 35 | $21.0M | 182,662 | 4 | 10 | 8 | 0.0% |
| Q1 2023 | 33 | $36.1M | 301,815 | 5 | 6 | 8 | 0.0% |
| Q4 2022 | 35 | $33.1M | 329,581 | 4 | 11 | 12 | 0.0% |
| Q3 2022 | 43 | $36.1M | 362,561 | 8 | 9 | 16 | 0.0% |
| Q2 2022 | 41 | $46.9M | 433,866 | 3 | 15 | 10 | 0.0% |
| Q1 2022 | 53 | $67.8M | 413,479 | 5 | 18 | 17 | 6.7% |
| Q4 2021 | 64 | $97.2M | 484,845 | 9 | 17 | 20 | 4.6% |
| Q3 2021 | 61 | $101.9M | 470,719 | 7 | 25 | 13 | 0.0% |
| Q2 2021 | 69 | $110.7M | 490,255 | 9 | 26 | 20 | 0.0% |
| Q1 2021 | 74 | $98.7M | 472,480 | 16 | 19 | 24 | 0.0% |
| Q4 2020 | 69 | $166.9M | 774,994 | 24 | 24 | 6 | 0.0% |
| Q3 2020 | 44 | $99.0M | 585,894 | 10 | 16 | 9 | 0.0% |
| Q2 2020 | 40 | $52.9M | 368,455 | 17 | 11 | 5 | 0.0% |
| Q1 2020 | 25 | $13.9M | 140,301 | 3 | 6 | 9 | 0.0% |
| Q4 2019 | 28 | $17.7M | 155,692 | 3 | 6 | 9 | 0.0% |
| Q3 2019 | 23 | $17.1M | 170,808 | 1 | 6 | 9 | 0.0% |
| Q2 2019 | 26 | $26.4M | 248,912 | 5 | 10 | 5 | 0.0% |
| Q1 2019 | 22 | $23.7M | 226,710 | 9 | 6 | 4 | 0.0% |
| Q4 2018 | 18 | $12.1M | 146,252 | 1 | 0 | 0 | 0.0% |