HolderBook

SPDR SERIES TRUST (XTN)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

104
Reporting holders
$239.0M
Reported value
1.9%
Held as options
+10
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

FilerValueShares Their book Held Change
MENORA MIVTACHIM HOLDINGS LTD.$118.5M1,025,0000.46%newNEW
ELEMENT POINTE ADVISORS, LLC$27.5M237,7844.43%2q+6.2%+$1.6M
WELLS FARGO & COMPANY/MN$13.1M113,0570.00%31q-17.6%-$2.8M
MORGAN STANLEY$12.1M104,4600.00%35q+59.6%+$4.5M
LPL Financial LLC$8.8M76,4030.00%31q+114.9%+$4.7M
VICUS CAPITAL$5.1M43,7070.33%newNEW
BNP PARIBAS FINANCIAL MARKETS$3.5M30,0000.00%3q-25.0%-$1.2M
BANK OF AMERICA CORP /DE/$3.3M28,2990.00%31q+1.7%+$53.7K
RAYMOND JAMES FINANCIAL INC$3.1M26,8620.00%7q+152.2%+$1.9M
Cetera Investment Advisers$3.0M26,0470.00%10q+30.5%+$703.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.8M7,2300.00%25q+28.1%+$619.3K
JANE STREET GROUP, LLC$2.7M7,9290.00%2qHELD
OSAIC HOLDINGS, INC.$2.7M23,6900.00%26qHELD
AMERIPRISE FINANCIAL INC$2.7M23,5270.00%31q-56.2%-$3.5M
Integrated Wealth Concepts LLC$2.4M20,6090.01%newNEW
STIFEL FINANCIAL CORP$1.9M16,3520.00%6q-7.4%-$150.8K
HOLLENCREST CAPITAL MANAGEMENT$1.9M16,0000.12%32qHELD
Garden State Investment Advisory Services LLC$1.8M15,2950.32%2q+60.2%+$664.9K
JPMORGAN CHASE & CO$1.3M11,2660.00%23q+2021.7%+$1.2M
Mariner, LLC$1.2M10,1340.00%newNEW
Brookstone Capital Management$1.2M10,1190.01%newNEW
Rockefeller Capital Management L.P.$1.1M9,8710.00%4q+3.7%+$40.8K
Keystone Financial Group$1.1M9,6220.07%newNEW
UBS Group AG$1.0M9,0650.00%31q-38.2%-$648.4K
Syntegra Private Wealth Group, LLC$979.1K8,4670.08%15q-2.0%-$20.0K
GOLDMAN SACHS GROUP INC$922.5K7,9770.00%newNEW
DAVENPORT & Co LLC$856.6K7,4070.00%newNEW
ROYAL BANK OF CANADA$626.0K5,4050.00%31q-75.6%-$1.9M
IMC-Chicago, LLC$605.0K5,2320.00%newNEW
Kestra Advisory Services, LLC$561.1K4,8520.00%3q+17.5%+$83.4K
Gryphon Financial Partners LLC$555.1K4,8000.05%31qHELD
Private Advisor Group, LLC$488.9K4,2280.00%newNEW
Total Wealth Planning & Management, Inc.$455.6K3,9400.31%6qHELD
M3 Advisory Group, LLC$454.4K3,9290.24%11qHELD
First Growth Capital LLC$449.4K3,8860.34%3q-2.1%-$9.7K
Sovran Advisors, LLC$408.9K3,6190.03%7qHELD
CITADEL ADVISORS LLC$404.7Koptions only0.00%5qOPTIONS
KKM Financial LLC$396.1K3,4250.05%11qHELD
Belvedere Trading LLC$381.6K3000.00%3q-57.1%-$508.8K
PNC Financial Services Group, Inc.$348.1K3,0100.00%31q-50.4%-$353.2K
COMMONWEALTH EQUITY SERVICES, LLC$345.3K2,9860.00%31qHELD
Allspring Global Investments Holdings, LLC$334.4K2,8820.00%4q+5140.0%+$328.0K
JONES FINANCIAL COMPANIES LLLP$314.6K2,7140.00%9q+19.8%+$52.1K
D. E. Shaw & Co., Inc.$303.8K2,6270.00%newNEW
Equitable Holdings, Inc.$296.3K2,5620.00%2q-18.4%-$66.8K
CITIGROUP INC$294.7K2,5480.00%31q+7180.0%+$290.6K
Wealthcare Advisory Partners LLC$278.2K2,4060.01%newNEW
Geneos Wealth Management Inc.$277.5K2,4000.01%26qHELD
J.W. COLE ADVISORS, INC.$268.8K2,3240.00%7qHELD
Global Financial Private Client, LLC$267.8K2,3160.07%newNEW
HARBOUR INVESTMENTS, INC.$262.8K2,2730.00%21qHELD
RETIREMENT INCOME SOLUTIONS, INC$258.3K2,7770.04%14qHELD
PERRYMAN FINANCIAL ADVISORY INC /AD$246.8K2,1340.03%3q-13.2%-$37.5K
Henson-Edgewater Management, LLC$243.0K2,1950.13%3qHELD
Genesee Capital Advisors, LLC$231.4K2,0010.07%newNEW
AdvisorNet Financial, Inc$231.0K1,9970.01%2q+51.5%+$78.5K
FMR LLC$225.8K1,9530.00%24q+17.6%+$33.8K
Creative Planning$206.5K1,7860.00%newNEW
Hamilton Point Investment Advisors, LLC$187.7K1,6240.03%3q-30.1%-$80.9K
MONTAG A & ASSOCIATES INC$122.8K1,0620.01%5q+17600.0%+$122.1K
Spire Wealth Management$106.7K9230.00%21qHELD
LANARK FINANCIAL, INC.$103.7K8970.01%6qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$79.9K6910.00%22qHELD
Register Financial Advisors LLC$60.6K5240.02%11q-4.6%-$2.9K
CENTRAL TRUST Co$57.8K5000.00%14qHELD
Federation des caisses Desjardins du Quebec$57.8K5000.00%38qHELD
Ashton Thomas Private Wealth, LLC$56.5K4880.00%2qHELD
SHP Wealth Management$55.5K4800.00%3q+26.3%+$11.6K
Qube Research & Technologies Ltd$55.0K4760.00%15q+247.4%+$39.2K
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$37.8K3270.00%newNEW
Smallwood Wealth Investment Management, LLC$34.7K3000.02%6qHELD
Darwin Wealth Management, LLC$30.6K2650.01%8qHELD
NATIONAL BANK OF CANADA /FI/$30.6K2650.00%12qHELD
Steward Partners Investment Advisory, LLC$30.1K2600.00%29q-49.7%-$29.7K
FIFTH THIRD BANCORP$28.8K2490.00%2q+149.0%+$17.2K
Farther Finance Advisors, LLC$26.8K2320.00%6qHELD
AE Wealth Management LLC$24.1K2080.00%7qHELD
Golden State Wealth Management, LLC$23.1K2000.00%7qHELD
Smartleaf Asset Management LLC$22.0K1900.00%2qHELD
BlackRock, Inc.$17.7K1530.00%3qHELD
BANK OF MONTREAL /CAN/$16.2K1400.00%31qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$13.5K1160.00%3qHELD
Plante Moran Financial Advisors, LLC$11.8K1020.00%7qHELD
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.6K1000.00%2qHELD
BLAIR WILLIAM & CO/IL$11.6K1000.00%31qHELD
TD Waterhouse Canada Inc.$7.9K680.00%19qHELD
IFP Advisors, Inc$6.4K550.00%26qHELD
Global Retirement Partners, LLC$6.0K520.00%16qHELD
Copeland Capital Management, LLC$5.9K510.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$5.8K500.00%newNEW
Allworth Financial LP$5.0K430.00%24qHELD
Activest Wealth Management$4.6K400.00%2qHELD
Larson Financial Group LLC$4.5K390.00%16qHELD
Institute for Wealth Management, LLC.$3.5K300.00%newNEW
Founders Financial Alliance, LLC$3.5K300.00%newNEW
REXFORD CAPITAL INC$2.9K250.00%2qHELD
CoreCap Advisors, LLC$2.6K230.00%10q+4.5%
Central Pacific Bank - Trust Division$1.6K140.00%10qHELD
Game Plan Financial Advisors, LLC$1.2K100.00%11qHELD
TOTH FINANCIAL ADVISORY CORP$1.0K90.00%newNEW

Showing the largest 100 of 106 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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026104$239.0M2,027,6182221151.9%
Q1 202694$170.6M1,822,0481717150.6%
Q4 202582$49.5M538,349815170.5%
Q3 202574$41.6M495,470410200.0%
Q2 202574$65.4M812,618211180.0%
Q1 202585$61.3M830,468816180.0%
Q4 202485$87.7M1,011,2631015190.0%
Q3 202481$93.3M1,127,441158260.3%
Q2 202478$35.1M448,98599250.0%
Q1 202480$57.1M668,9751113160.6%
Q4 202381$52.9M629,745811230.7%
Q3 202378$59.1M783,266129230.7%
Q2 202378$69.9M818,467911252.0%
Q1 202380$64.4M869,513515242.2%
Q4 202285$245.7M3,649,4352212230.2%
Q3 202277$247.6M3,891,888912320.0%
Q2 202282$312.7M4,641,496620340.0%
Q1 202298$661.6M7,429,7301829250.0%
Q4 2021113$570.4M6,044,8902926210.0%
Q3 202192$233.3M2,681,1891419290.0%
Q2 2021109$264.4M3,112,2903822210.0%
Q1 202193$451.0M5,153,7642627210.0%
Q4 202077$281.4M3,940,5071921130.0%
Q3 202060$177.5M3,052,206161960.0%
Q2 202052$81.1M1,534,3531912110.0%
Q1 202039$10.6M243,68986160.0%
Q4 201945$22.5M350,065314110.0%
Q3 201943$21.9M361,15742180.0%
Q2 201944$41.0M672,475310140.0%
Q1 201952$42.6M730,273713150.0%
Q4 201850$40.0M748,0431220.0%