13F Insight
DOSSIER · 13F Holders · Q1 2026
CERY

SPDR SERIES TRUST

131 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 78468R440·131 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$531M
visible holders
Holders
131
filers reporting
Concentration
37.88%
STATE STREET CORP #1
top holder share
AI Holders Summary · Q1 2026

131 institutions reported CERY in Q1 2026. STATE STREET CORP leads at 37.9% 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
$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
$45M1.3M0.22%Q2 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
CONTINUUM WEALTH ADVISORS, LLC
CIK 0001966482
$14M407K4.59%Q2 202609
Cerity Partners LLC
CIK 0001566475
$14M385K0.02%Q1 202610
PARK AVENUE SECURITIES LLC
CIK 0001071640
$12M353K0.10%Q1 202611
Tidal Investments LLC
CIK 0001600064
$12M347K0.03%Q1 202612
Austin Private Wealth, LLC
CIK 0001800328
$8M295K0.63%Q4 202513
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M230K0.00%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M209K0.00%Q1 202615
Empowered Funds, LLC
CIK 0001592828
$7M206K0.05%Q1 202616
Aspire Private Capital, LLC
CIK 0001767340
$7M209K1.45%Q2 202617
Private Advisory Group LLC
CIK 0001632965
$6M178K0.41%Q1 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M163K0.00%Q1 202619
LANDMARK WEALTH MANAGEMENT, INC.
CIK 0001985016
$5M153K2.03%Q1 202620
Leo Wealth, LLC
CIK 0001912202
$4M127K0.33%Q1 2026
Page 1 of 7
111 more holders available. Log in →