13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
FITE

SPDR SERIES TRUST

51 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 78468R671·51 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.9%
vs prior quarter
13F value held
$46M
77.0% inst. owned
of float
Holders
51
-42 QoQ
filers reporting
Activity
+79 / −56
+887 added · −804 reduced
this quarter
Concentration
32.55%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

51 institutions reported FITE in Q1 2026. LPL Financial LLC leads at 32.5% of the visible book. -42 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
$15M174K0.00%Q1 202602
Frederick Financial Consultants, LLC
CIK 0002055328
$13M150K6.39%Q1 202603
Hutchens & Kramer Investment Management Group, LLC
CIK 0001920117
$3M40K1.08%Q1 202604
Hughes Financial Services, LLC
CIK 0002054465
$3M36K0.47%Q1 202605
UBS Group AG
CIK 0001610520
$2M21K0.00%Q1 202606
CoreCap Advisors, LLC
CIK 0001902501
$2M18K0.05%Q1 202607
Baird Financial Group, Inc.
CIK 0001648711
$1M13K0.00%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$902,78011K0.00%Q1 202609
WealthBridge Capital Management, LLC
CIK 0001767313
$880,78410K0.20%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$868,79310K0.00%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$720,2028K0.00%Q1 202612
MORGAN STANLEY
CIK 0000895421
$616,9157K0.00%Q1 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$608,9537K0.00%Q1 202614
Focus Partners Wealth
CIK 0001542153
$427,0005K0.00%Q4 202515
HighTower Advisors, LLC
CIK 0001462245
$398,1125K0.00%Q1 202616
Wealthfront Advisers LLC
CIK 0001763921
$353,8754K0.00%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$351,7374K0.00%Q1 202618
HighPoint Advisor Group LLC
CIK 0001616034
$321,0284K0.01%Q1 202619
WealthCare Investment Partners, LLC
CIK 0001908462
$275,5793K0.08%Q1 202620
Advyzon Investment Management, LLC
CIK 0002011872
$257,3023K0.02%Q1 2026
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