13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
FLRN

SPDR SERIES TRUST

364 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 78468R200·364 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.3%
vs prior quarter
13F value held
$1.0B
71.0% inst. owned
of float
Holders
364
-58 QoQ
filers reporting
Activity
+74 / −73
+902 added · −736 reduced
this quarter
Concentration
16.34%
Wealthfront Advisers LLC #1
top holder share
AI Holders Summary · Q1 2026

364 institutions reported FLRN in Q1 2026. Wealthfront Advisers LLC leads at 16.3% of the visible book. -58 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthfront Advisers LLC
CIK 0001763921
$164M5.3M0.36%Q1 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$117M3.8M0.03%Q1 202603
MORGAN STANLEY
CIK 0000895421
$72M2.3M0.00%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$70M2.3M0.02%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$68M2.2M0.01%Q1 202606
LPL Financial LLC
CIK 0001403438
$68M2.2M0.02%Q1 202607
Beacon Capital Management, Inc.
CIK 0001575301
$58M1.9M3.29%Q1 202608
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$47M1.5M0.40%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$41M1.3M0.00%Q1 202610
Facet Wealth, Inc.
CIK 0001748271
$37M1.2M0.63%Q1 202611
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$31M1.0M0.11%Q1 202612
Valmark Advisers, Inc.
CIK 0001380443
$31M995K0.36%Q1 202613
Stratos Investment Management, LLC
CIK 0001707206
$30M961K1.19%Q1 202614
Farther Finance Advisors, LLC
CIK 0001992825
$28M925K0.27%Q1 202615
Advisory Alpha, LLC
CIK 0001576762
$26M849K0.71%Q1 202616
MFA WEALTH ADVISORS, LLC
CIK 0001688184
$25M800K4.85%Q1 202617
Ameliora Wealth Management Ltd.
CIK 0001910168
$23M736K7.22%Q1 202618
Cornerstone Management, Inc.
CIK 0001587867
$23M733K3.60%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$22M719K0.01%Q1 202620
WESCAP Management Group, Inc.
CIK 0001667140
$22M706K4.28%Q1 2026
Page 1 of 19
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