13F Insight
DOSSIER · 13F Holders · Q4 2025Most-boughtAI cap-ex
EFIV

SPDR SERIES TRUST

136 institutions still hold SPDR SERIES TRUST as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R531·136 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 3.8%
vs prior quarter
13F value held
$205M
65.0% inst. owned
of float
Holders
136
+103 QoQ
filers reporting
Activity
+8 / −28
+813 added · −728 reduced
this quarter
Concentration
12.75%
Baltimore-Washington Financial Advisors, Inc. #1
top holder share
AI Holders Summary · Q4 2025

136 institutions reported EFIV in Q4 2025. Baltimore-Washington Financial Advisors, Inc. leads at 12.8% of the visible book. +103 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$26M394K1.08%Q4 202502
Koss-Olinger Consulting, LLC
CIK 0001861163
$26M412K2.18%Q1 202603
LPL Financial LLC
CIK 0001403438
$20M322K0.01%Q1 202604
TOMPKINS FINANCIAL CORP
CIK 0001005817
$19M301K1.51%Q1 202605
Allworth Financial LP
CIK 0001555170
$14M220K0.06%Q1 202606
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$12M186K0.01%Q1 202607
SOA Wealth Advisors, LLC.
CIK 0001849444
$11M169K2.01%Q1 202608
GAM Holding AG
CIK 0001438848
$10M151K0.64%Q4 202509
Laurel Wealth Planning LLC
CIK 0001842010
$10M158K5.26%Q1 202610
RETIREMENT CAPITAL STRATEGIES
CIK 0001672681
$10M157K3.75%Q1 202611
Private Advisor Group, LLC
CIK 0001567755
$8M124K0.04%Q1 202612
Financial Engines Advisors L.L.C.
CIK 0001420473
$6M98K0.01%Q1 202613
Blue Edge Capital, LLC
CIK 0001599620
$6M96K0.81%Q1 202614
Integrated Wealth Concepts LLC
CIK 0001737109
$6M90K0.05%Q1 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4M64K0.00%Q1 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M58K0.00%Q1 202617
Equitable Holdings, Inc.
CIK 0001333986
$4M55K0.02%Q1 202618
Gradient Investments LLC
CIK 0001542265
$4M56K0.05%Q1 202619
Bank of New York Mellon Corp
CIK 0001390777
$3M53K0.00%Q1 202620
BIRCHBROOK, INC.
CIK 0002071468
$3M48K1.48%Q1 2026
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