13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
BILS

SPDR SERIES TRUST SPDR BLOOMBE

292 institutions still hold SPDR SERIES TRUST SPDR BLOOMBE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468r523·292 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.8%
vs prior quarter
13F value held
$1.6B
64.0% inst. owned
of float
Holders
292
-3 QoQ
filers reporting
Activity
+8 / −50
+782 added · −777 reduced
this quarter
Concentration
22.79%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

292 institutions reported BILS in Q1 2026. LPL Financial LLC leads at 22.8% of the visible book. -3 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$366M3.7M0.10%Q1 202602
CWM, LLC
CIK 0001535847
$201M2.0M0.53%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$141M1.4M0.03%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$132M1.3M0.01%Q1 202605
Miller Investment Management, LP
CIK 0001407382
$125M1.3M12.45%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$64M639K0.01%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$60M605K0.09%Q1 202608
Bell Bank
CIK 0001002672
$59M598K2.52%Q1 202609
Sargent Investment Group, LLC
CIK 0001766157
$55M550K7.21%Q1 202610
MORGAN STANLEY
CIK 0000895421
$47M470K0.00%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$44M446K0.01%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$42M421K0.01%Q1 202613
UBS Group AG
CIK 0001610520
$40M397K0.01%Q1 202614
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$36M365K0.86%Q1 202615
Marshall Financial Group, LLC
CIK 0001841496
$36M361K5.74%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$35M354K0.05%Q1 202617
One Day In July LLC
CIK 0001823172
$33M328K2.61%Q1 202618
Focus Partners Wealth
CIK 0001542153
$31M313K0.04%Q4 202519
NewEdge Advisors, LLC
CIK 0001633516
$31M312K0.11%Q1 202620
Proficio Capital Partners LLC
CIK 0001654175
$29M289K1.54%Q1 2026
Page 1 of 15
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