DOSSIER · 13F Holders · Q2 2026
FITE

SPDR SERIES TRUST

59 institutions still hold SPDR SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R671·59 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$66M
visible holders
Holders
59
filers reporting
Concentration
30.66%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

59 institutions reported FITE in Q2 2026. LPL Financial LLC leads at 30.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$20M180K0.00%Q2 2026
02
Frederick Financial Consultants, LLC
CIK 0002055328
$16M142K6.78%Q2 2026
03
Hutchens & Kramer Investment Management Group, LLC
CIK 0001920117
$5M41K1.24%Q2 2026
04
Hughes Financial Services, LLC
CIK 0002054465
$4M36K0.54%Q2 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M26K0.00%Q2 2026
06
UBS Group AG
CIK 0001610520
$2M21K0.00%Q2 2026
07
Tidal Investments LLC
CIK 0001600064
$2M19K0.00%Q2 2026
08
Rockefeller Capital Management L.P.
CIK 0001739439
$2M18K0.00%Q2 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M16K0.00%Q2 2026
10
Baird Financial Group, Inc.
CIK 0001648711
$1M13K0.00%Q2 2026
11
Cetera Investment Advisers
CIK 0001666741
$1M13K0.00%Q2 2026
12
WealthBridge Capital Management, LLC
CIK 0001767313
$1M10K0.23%Q2 2026
13
BANK OF AMERICA CORP /DE/
CIK 0000070858
$995K9K0.00%Q2 2026
14
Focus Partners Wealth
CIK 0001542153
$923K8K0.00%Q2 2026
15
Belvedere Trading LLC
CIK 0001632341
$910K8K0.00%Q2 2026
16
MORGAN STANLEY
CIK 0000895421
$732K7K0.00%Q2 2026
17
KMT WEALTH MANAGEMENT, LLC
CIK 0002058235
$578K5K0.49%Q2 2026
18
Kingsbury Capital Investment Advisors LLC
CIK 0001927315
$578K5K0.49%Q2 2026
19
HighTower Advisors, LLC
CIK 0001462245
$558K5K0.00%Q2 2026
20
CIBC WORLD MARKET INC.
CIK 0001421224
$532K5K0.00%Q2 2026
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