13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
CERY

SPDR SERIES TRUST

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

CUSIP 78468R440·128 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.0%
vs prior quarter
13F value held
$518M
63.0% inst. owned
of float
Holders
128
-84 QoQ
filers reporting
Activity
+40 / −86
+862 added · −756 reduced
this quarter
Concentration
38.80%
STATE STREET CORP #1
top holder share
AI Holders Summary · Q1 2026

128 institutions reported CERY in Q1 2026. STATE STREET CORP leads at 38.8% of the visible book. -84 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
STATE STREET CORP
CIK 0000093751
$201M5.7M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$57M1.6M0.02%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$49M1.4M0.01%Q1 202604
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$42M1.2M0.23%Q1 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$33M928K0.00%Q1 202606
ASSETMARK, INC
CIK 0001344551
$18M636K0.04%Q4 202507
Cambria Investment Management, L.P.
CIK 0001529389
$16M459K0.90%Q1 202608
Cerity Partners LLC
CIK 0001566475
$14M385K0.02%Q1 202609
Tidal Investments LLC
CIK 0001600064
$12M347K0.03%Q1 202610
CONTINUUM WEALTH ADVISORS, LLC
CIK 0001966482
$12M343K5.02%Q1 202611
Austin Private Wealth, LLC
CIK 0001800328
$8M295K0.63%Q4 202512
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M230K0.00%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M209K0.00%Q1 202614
Empowered Funds, LLC
CIK 0001592828
$7M206K0.05%Q1 202615
Aspire Private Capital, LLC
CIK 0001767340
$7M203K1.61%Q1 202616
Private Advisory Group LLC
CIK 0001632965
$6M178K0.41%Q1 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M163K0.00%Q1 202618
LANDMARK WEALTH MANAGEMENT, INC.
CIK 0001985016
$5M153K2.03%Q1 202619
Leo Wealth, LLC
CIK 0001912202
$4M127K0.33%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$4M119K0.00%Q1 2026
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