SPDR SERIES TRUST (XSD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
299
Reporting holders
$1.3B
Reported value
12.1%
Held as options
+57
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 | $134.7M | 215,971 | 0.03% | 31q | -12.7%-$19.5M |
| MORGAN STANLEY | $124.2M | 199,207 | 0.01% | 35q | +22.5%+$22.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $71.8M | 15,249 | 0.01% | 31q | -43.0%-$54.1M |
| WELLS FARGO & COMPANY/MN | $60.4M | 96,798 | 0.01% | 31q | -44.2%-$47.8M |
| BANK OF AMERICA CORP /DE/ | $47.0M | 75,343 | 0.00% | 31q | -7.9%-$4.0M |
| PNC Financial Services Group, Inc. | $44.8M | 71,774 | 0.02% | 31q | -2.1%-$979.2K |
| JANE STREET GROUP, LLC | $40.8M | 6,728 | 0.00% | 9q | +28.6%+$9.1M |
| GOLDMAN SACHS GROUP INC | $38.3M | 61,463 | 0.00% | 31q | +17.5%+$5.7M |
| CITADEL ADVISORS LLC | $34.9M | options only | 0.00% | 12q | OPTIONS |
| RAYMOND JAMES FINANCIAL INC | $34.8M | 55,848 | 0.01% | 7q | -20.8%-$9.2M |
| TWO SIGMA INVESTMENTS, LP | $30.3M | 48,640 | 0.02% | new | NEW |
| UBS Group AG | $27.0M | 43,244 | 0.00% | 31q | -15.2%-$4.8M |
| OSAIC HOLDINGS, INC. | $23.5M | 37,649 | 0.03% | 26q | +8.2%+$1.8M |
| McGuire Investment Group, LLC | $21.1M | 33,795 | 1.85% | 31q | -1.9%-$417.9K |
| Kingsview Wealth Management, LLC | $20.7M | 33,205 | 0.25% | 31q | -38.0%-$12.7M |
| SMI Advisory Services, LLC | $20.6M | 36,067 | 3.34% | new | NEW |
| D. E. Shaw & Co., Inc. | $19.4M | 31,152 | 0.01% | 9q | +1342.2%+$18.1M |
| Beacon Pointe Advisors, LLC | $19.3M | 31,016 | 0.09% | 2q | +3357.7%+$18.8M |
| CoreCap Advisors, LLC | $18.6M | 29,770 | 0.55% | 16q | +4.3%+$766.5K |
| Belvedere Trading LLC | $16.8M | options only | 0.02% | 6q | OPTIONS |
| Cetera Investment Advisers | $16.3M | 26,169 | 0.01% | 23q | -18.9%-$3.8M |
| BNP PARIBAS FINANCIAL MARKETS | $15.8M | 25,345 | 0.01% | 25q | -49.7%-$15.6M |
| First Interstate Bank | $15.7M | 25,137 | 0.82% | 21q | -4.4%-$721.6K |
| AMERIPRISE FINANCIAL INC | $13.4M | 21,512 | 0.00% | 31q | -49.5%-$13.1M |
| Hobart Private Capital, LLC | $12.6M | 20,157 | 2.16% | 14q | -39.7%-$8.3M |
| MML INVESTORS SERVICES, LLC | $12.3M | 19,654 | 0.03% | 25q | -6.6%-$863.8K |
| STIFEL FINANCIAL CORP | $12.2M | 19,562 | 0.01% | 31q | -6.9%-$905.1K |
| JMAC ENTERPRISES LLC | $11.7M | 18,839 | 1.98% | 19q | -23.0%-$3.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $11.5M | 18,479 | 0.01% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $11.4M | 18,220 | 0.00% | 31q | -2.5%-$288.2K |
| CacheTech Inc. | $11.0M | 17,713 | 1.79% | 9q | -25.3%-$3.7M |
| ALTFEST L J & CO INC | $11.0M | 17,606 | 1.07% | 2q | +26.1%+$2.3M |
| Adams Wealth Management | $10.5M | 16,822 | 2.01% | 26q | -25.8%-$3.7M |
| ROYAL BANK OF CANADA | $10.4M | 16,676 | 0.00% | 31q | -37.0%-$6.1M |
| Warner Group LLC | $9.8M | 15,678 | 2.41% | 3q | +195.4%+$6.5M |
| HighTower Advisors, LLC | $8.9M | 14,290 | 0.01% | 31q | HELD |
| Members Advisory Group LLC | $7.4M | 11,786 | 2.05% | new | NEW |
| Beaumont Asset Management, L.L.C. | $7.1M | 11,434 | 2.77% | 27q | +0.6%+$40.5K |
| Sage Capital Advisors,llc | $6.6M | 10,504 | 1.36% | new | NEW |
| MONEY CONCEPTS CAPITAL CORP | $6.5M | 10,501 | 0.30% | 21q | -3.1%-$208.3K |
| Centiva Capital, LP | $6.2M | options only | 0.05% | new | OPTIONS |
| Tower Research Capital LLC (TRC) | $5.7M | 9,067 | 0.14% | 19q | +113.6%+$3.0M |
| VICUS CAPITAL | $5.6M | 9,005 | 0.36% | 5q | +849.9%+$5.0M |
| Dale Q Rice Investment Management Ltd | $5.5M | 8,803 | 2.98% | 7q | -3.1%-$176.5K |
| Game Plan Financial Advisors, LLC | $5.2M | 8,398 | 1.95% | 11q | -3.5%-$189.0K |
| TRUIST FINANCIAL CORP | $5.1M | 8,159 | 0.01% | 27q | -17.0%-$1.0M |
| JONES FINANCIAL COMPANIES LLLP | $5.0M | 8,732 | 0.00% | 10q | +24.8%+$993.4K |
| FOCUS Wealth Advisors, LLC | $4.7M | 7,506 | 2.17% | new | NEW |
| Mariner, LLC | $4.6M | 7,358 | 0.00% | 13q | -43.6%-$3.5M |
| Yarbrough Capital, LLC | $4.4M | 7,096 | 0.13% | 14q | HELD |
| Cerity Partners LLC | $4.3M | 6,954 | 0.01% | 4q | +9.1%+$361.1K |
| American Trust Investment Advisors, LLC | $4.0M | 6,379 | 1.96% | new | NEW |
| HARBOR ADVISORY CORP /MA/ | $4.0M | 6,375 | 1.06% | 15q | -7.1%-$305.0K |
| Merit Financial Group, LLC | $3.9M | 6,212 | 0.01% | 10q | +71.0%+$1.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $3.7M | 5,924 | 0.08% | 5q | -0.7%-$24.9K |
| CHATHAM CAPITAL GROUP, INC. | $3.6M | 5,767 | 0.46% | 26q | HELD |
| Private Advisor Group, LLC | $3.4M | 5,525 | 0.02% | 14q | +284.7%+$2.6M |
| Sharper & Granite LLC | $3.2M | 5,090 | 0.98% | 15q | -2.9%-$93.6K |
| Gerber Kawasaki Wealth & Investment Management | $3.0M | 4,845 | 0.08% | 22q | -2.2%-$66.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.6M | 4,196 | 0.00% | 31q | +11.7%+$274.5K |
| Global Assets Advisory, LLC | $2.6M | 4,295 | 0.57% | new | NEW |
| CITIGROUP INC | $2.5M | 4,080 | 0.00% | 31q | -6.6%-$178.4K |
| REGATTA CAPITAL GROUP, LLC | $2.5M | 3,987 | 0.33% | new | NEW |
| ARKANSAS FINANCIAL GROUP, INC. | $2.4M | 3,858 | 0.31% | 15q | -5.7%-$145.3K |
| Apollon Wealth Management, LLC | $2.3M | 3,740 | 0.03% | 22q | -1.8%-$43.7K |
| MISSION WEALTH MANAGEMENT, LP | $2.3M | 3,712 | 0.03% | new | NEW |
| Creative Planning | $2.3M | 3,647 | 0.00% | 21q | +2.3%+$50.5K |
| Steward Partners Investment Advisory, LLC | $2.2M | 3,545 | 0.01% | 26q | -0.9%-$20.0K |
| &PARTNERS | $2.2M | 3,524 | 0.01% | 4q | HELD |
| Focus Partners Wealth | $2.2M | 3,513 | 0.00% | 7q | +8.4%+$169.0K |
| EP Wealth Advisors, LLC | $2.2M | 3,508 | 0.01% | 13q | -0.7%-$15.6K |
| INTERCAPITAL, LLC | $2.2M | options only | 0.54% | new | OPTIONS |
| Almanack Investment Partners, LLC. | $2.1M | 3,393 | 0.27% | new | NEW |
| Chicago Partners Investment Group LLC | $2.1M | 4,037 | 0.04% | 15q | HELD |
| Stratos Wealth Partners, LTD. | $2.1M | 3,354 | 0.02% | 5q | +41.2%+$610.7K |
| Prime Capital Investment Advisors, LLC | $2.1M | 3,307 | 0.02% | 25q | +8.1%+$154.1K |
| Global Financial Private Client, LLC | $2.0M | 3,164 | 0.54% | 27q | -1.6%-$33.1K |
| AQR CAPITAL MANAGEMENT LLC | $1.9M | 3,026 | 0.00% | 4q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 3,286 | 0.00% | 12q | HELD |
| Regent Peak Wealth Advisors LLC | $1.8M | 2,937 | 0.34% | 24q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.8M | 2,922 | 0.03% | new | NEW |
| Conservest Capital Advisors, Inc. | $1.8M | 2,920 | 0.14% | 5q | +4.8%+$84.2K |
| Fifth Third Securities, Inc. | $1.8M | 2,894 | 0.10% | 13q | -17.9%-$394.8K |
| Kestra Advisory Services, LLC | $1.8M | 2,885 | 0.01% | 21q | -5.3%-$101.0K |
| Keystone Financial Group | $1.7M | 2,746 | 0.10% | new | NEW |
| Sanctuary Advisors, LLC | $1.7M | 2,652 | 0.01% | 8q | -9.2%-$167.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.6M | 2,608 | 0.00% | 6q | +129.6%+$917.8K |
| Rathbones Group PLC | $1.6M | 2,568 | 0.01% | 9q | HELD |
| IHT Wealth Management, LLC | $1.6M | 2,559 | 0.03% | 18q | HELD |
| Bawa N Mallick Trust | $1.6M | 2,510 | 0.51% | 7q | HELD |
| World Investment Advisors | $1.5M | 3,099 | 0.03% | 8q | +0.8%+$13.0K |
| BLAIR WILLIAM & CO/IL | $1.5M | 2,427 | 0.00% | 26q | +77.7%+$661.7K |
| Junk Investment Group, LLC | $1.5M | 2,379 | 0.66% | 2q | HELD |
| JPMORGAN CHASE & CO | $1.5M | 2,479 | 0.00% | 31q | -2.6%-$38.5K |
| Rockefeller Capital Management L.P. | $1.5M | 2,354 | 0.00% | 4q | -58.9%-$2.1M |
| Beacon Financial Advisory LLC | $1.5M | 2,338 | 0.29% | 27q | HELD |
| United Asset Strategies, Inc. | $1.5M | 2,336 | 0.10% | new | NEW |
| Mirae Asset Global Investments Co., Ltd. | $1.4M | 2,300 | 0.00% | new | NEW |
| Corient Private Wealth LP | $1.3M | 2,136 | 0.00% | 7q | +134.7%+$764.7K |
| Odyssey Capital Advisors, Inc. | $1.3M | 2,076 | 0.93% | 3q | HELD |
Showing the largest 100 of 310 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 | 299 | $1.3B | 1,861,715 | 70 | 61 | 78 | 12.1% |
| Q1 2026 | 242 | $612.9M | 1,823,178 | 26 | 59 | 71 | 2.8% |
| Q4 2025 | 232 | $558.8M | 1,662,609 | 18 | 53 | 69 | 4.2% |
| Q3 2025 | 218 | $596.9M | 1,797,644 | 37 | 36 | 66 | 4.7% |
| Q2 2025 | 203 | $536.4M | 1,990,962 | 37 | 40 | 58 | 4.7% |
| Q1 2025 | 183 | $381.6M | 1,845,655 | 14 | 43 | 63 | 3.0% |
| Q4 2024 | 211 | $527.7M | 2,052,375 | 25 | 45 | 59 | 3.3% |
| Q3 2024 | 193 | $507.8M | 2,057,398 | 15 | 42 | 68 | 2.7% |
| Q2 2024 | 203 | $574.5M | 2,282,900 | 20 | 50 | 56 | 1.6% |
| Q1 2024 | 202 | $613.9M | 2,617,749 | 31 | 51 | 61 | 1.1% |
| Q4 2023 | 205 | $574.1M | 2,530,160 | 17 | 54 | 58 | 1.0% |
| Q3 2023 | 198 | $493.7M | 2,472,312 | 21 | 55 | 57 | 1.9% |
| Q2 2023 | 196 | $579.1M | 2,540,869 | 27 | 51 | 53 | 2.9% |
| Q1 2023 | 187 | $611.0M | 3,212,163 | 41 | 50 | 36 | 1.2% |
| Q4 2022 | 153 | $299.9M | 1,756,793 | 28 | 38 | 42 | 2.0% |
| Q3 2022 | 164 | $322.0M | 2,089,244 | 20 | 51 | 36 | 1.5% |
| Q2 2022 | 173 | $335.4M | 2,206,140 | 23 | 46 | 53 | 0.6% |
| Q1 2022 | 180 | $534.7M | 2,563,715 | 25 | 62 | 50 | 1.0% |
| Q4 2021 | 185 | $563.6M | 2,267,290 | 39 | 64 | 32 | 2.5% |
| Q3 2021 | 147 | $440.2M | 2,202,749 | 17 | 54 | 28 | 0.9% |
| Q2 2021 | 144 | $390.5M | 2,006,514 | 28 | 44 | 34 | 1.2% |
| Q1 2021 | 130 | $403.7M | 2,191,889 | 20 | 41 | 37 | 0.8% |
| Q4 2020 | 132 | $382.5M | 2,217,175 | 37 | 34 | 31 | 0.9% |
| Q3 2020 | 90 | $268.8M | 2,126,351 | 11 | 23 | 24 | 0.5% |
| Q2 2020 | 97 | $255.4M | 2,268,201 | 27 | 22 | 27 | 0.6% |
| Q1 2020 | 83 | $181.8M | 2,155,430 | 14 | 22 | 28 | 0.4% |
| Q4 2019 | 90 | $226.2M | 2,124,207 | 21 | 29 | 14 | 0.5% |
| Q3 2019 | 65 | $147.3M | 1,652,313 | 8 | 21 | 18 | 0.3% |
| Q2 2019 | 66 | $119.2M | 1,390,445 | 11 | 21 | 18 | 1.5% |
| Q1 2019 | 74 | $142.2M | 1,805,480 | 18 | 15 | 26 | 0.3% |
| Q4 2018 | 62 | $121.8M | 1,876,827 | 2 | 0 | 4 | 0.3% |