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

SPDR SERIES TRUST

146 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 78468R531·146 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$336M
visible holders
Holders
146
filers reporting
Concentration
14.49%
Bank of Italy #1
top holder share
AI Holders Summary · Q1 2026

146 institutions reported EFIV in Q1 2026. Bank of Italy leads at 14.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Bank of Italy
CIK 0001426449
$49M771K2.20%Q1 202602
Olde Wealth Management, LLC
CIK 0001840760
$33M519K10.35%Q1 202603
TOMPKINS FINANCIAL CORP
CIK 0001005817
$31M426K2.17%Q2 202604
Koss-Olinger Consulting, LLC
CIK 0001861163
$30M408K2.29%Q2 202605
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$29M404K1.10%Q2 202606
LPL Financial LLC
CIK 0001403438
$25M346K0.01%Q2 202607
Systelligence, LLC
CIK 0001882691
$21M285K3.47%Q2 202608
Allworth Financial LP
CIK 0001555170
$16M225K0.07%Q2 202609
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$14M195K0.01%Q2 202610
Integrated Wealth Concepts LLC
CIK 0001737109
$12M169K0.06%Q2 202611
SOA Wealth Advisors, LLC.
CIK 0001849444
$12M166K2.03%Q2 202612
RETIREMENT CAPITAL STRATEGIES
CIK 0001672681
$11M157K3.97%Q2 202613
Laurel Wealth Planning LLC
CIK 0001842010
$11M155K5.01%Q2 202614
Private Advisor Group, LLC
CIK 0001567755
$7M99K0.03%Q2 202615
Blue Edge Capital, LLC
CIK 0001599620
$7M96K0.84%Q2 202616
Financial Engines Advisors L.L.C.
CIK 0001420473
$7M94K0.01%Q2 202617
GAM Holding AG
CIK 0001438848
$6M76K0.42%Q2 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$5M70K0.00%Q2 202619
MEITAV INVESTMENT HOUSE LTD
CIK 0001398346
$4M59K0.03%Q2 202620
Gradient Investments LLC
CIK 0001542265
$4M58K0.06%Q2 2026
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