13F Insight
DOSSIER · 13F Holders · Q2 2026
CERY

SPDR SERIES TRUST

140 institutions still hold SPDR SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R440·140 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$556M
visible holders
Holders
140
filers reporting
Concentration
37.40%
STATE STREET CORP #1
top holder share
AI Holders Summary · Q2 2026

140 institutions reported CERY in Q2 2026. STATE STREET CORP leads at 37.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
STATE STREET CORP
CIK 0000093751
$208M6.2M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$58M1.7M0.01%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$51M1.5M0.01%Q2 202604
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$45M1.3M0.22%Q2 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$33M928K0.00%Q1 202606
ASSETMARK, INC
CIK 0001344551
$28M849K0.05%Q2 202607
Cambria Investment Management, L.P.
CIK 0001529389
$16M470K0.78%Q2 202608
Private Advisory Group LLC
CIK 0001632965
$15M437K0.79%Q2 202609
CONTINUUM WEALTH ADVISORS, LLC
CIK 0001966482
$14M407K4.59%Q2 202610
Cerity Partners LLC
CIK 0001566475
$13M402K0.02%Q2 202611
PARK AVENUE SECURITIES LLC
CIK 0001071640
$12M353K0.10%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M336K0.00%Q2 202613
Austin Private Wealth, LLC
CIK 0001800328
$8M295K0.63%Q4 202514
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M239K0.00%Q2 202615
Empowered Funds, LLC
CIK 0001592828
$7M210K0.04%Q2 202616
Aspire Private Capital, LLC
CIK 0001767340
$7M209K1.45%Q2 202617
AlTi Global, Inc.
CIK 0001838615
$7M204K0.14%Q2 202618
LANDMARK WEALTH MANAGEMENT, INC.
CIK 0001985016
$6M166K1.83%Q2 202619
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$5M161K0.04%Q2 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M144K0.00%Q2 2026
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