13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
DGT

SPDR SERIES TRUST

105 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 78464A706·105 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.3%
vs prior quarter
13F value held
$232M
72.0% inst. owned
of float
Holders
105
-125 QoQ
filers reporting
Activity
+82 / −72
+970 added · −754 reduced
this quarter
Concentration
18.29%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

105 institutions reported DGT in Q1 2026. LPL Financial LLC leads at 18.3% of the visible book. -125 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
$42M250K0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$30M177K0.00%Q1 202603
Members Advisory Group LLC
CIK 0001908587
$21M125K7.27%Q1 202604
Systelligence, LLC
CIK 0001882691
$16M95K3.12%Q1 202605
HUB Investment Partners, LLC
CIK 0001841815
$13M79K0.32%Q1 202606
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$13M80K0.55%Q4 202507
FAGAN ASSOCIATES, INC.
CIK 0001607866
$13M76K1.79%Q1 202608
INTACT INVESTMENT MANAGEMENT INC.
CIK 0001443077
$12M73K0.35%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$12M71K0.01%Q1 202610
Onyx Bridge Wealth Group LLC
CIK 0001819476
$8M48K0.87%Q1 202611
Main Street Financial Solutions, LLC
CIK 0001763350
$7M40K0.50%Q4 202512
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M40K0.00%Q1 202613
Bleakley Financial Group, LLC
CIK 0001936953
$7M39K0.10%Q1 202614
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$5M34K0.03%Q2 202515
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$5M27K0.00%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M27K0.01%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M25K0.00%Q1 202618
Fortis Advisors, LLC
CIK 0001697478
$4M24K2.02%Q1 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M23K0.00%Q1 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M23K0.00%Q1 2026
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