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

SPDR SERIES TRUST

139 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 78468R531·139 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$311M
visible holders
Holders
139
filers reporting
Concentration
15.62%
Bank of Italy #1
top holder share
AI Holders Summary · Q1 2026

139 institutions reported EFIV in Q1 2026. Bank of Italy leads at 15.6% 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
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$26M394K1.08%Q4 202505
Koss-Olinger Consulting, LLC
CIK 0001861163
$26M412K2.18%Q1 202606
Systelligence, LLC
CIK 0001882691
$21M285K3.47%Q2 202607
LPL Financial LLC
CIK 0001403438
$20M322K0.01%Q1 202608
Allworth Financial LP
CIK 0001555170
$14M220K0.06%Q1 202609
SOA Wealth Advisors, LLC.
CIK 0001849444
$12M166K2.03%Q2 202610
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$12M186K0.01%Q1 202611
GAM Holding AG
CIK 0001438848
$10M151K0.64%Q4 202512
Laurel Wealth Planning LLC
CIK 0001842010
$10M158K5.26%Q1 202613
RETIREMENT CAPITAL STRATEGIES
CIK 0001672681
$10M157K3.75%Q1 202614
Private Advisor Group, LLC
CIK 0001567755
$8M124K0.04%Q1 202615
Financial Engines Advisors L.L.C.
CIK 0001420473
$6M98K0.01%Q1 202616
Blue Edge Capital, LLC
CIK 0001599620
$6M96K0.81%Q1 202617
Integrated Wealth Concepts LLC
CIK 0001737109
$6M90K0.05%Q1 202618
MEITAV INVESTMENT HOUSE LTD
CIK 0001398346
$4M59K0.03%Q2 202619
Gradient Investments LLC
CIK 0001542265
$4M58K0.06%Q2 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4M64K0.00%Q1 2026
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