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

SPDR SERIES TRUST

376 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 78468R200·376 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.0B
visible holders
Holders
376
filers reporting
Concentration
15.84%
Wealthfront Advisers LLC #1
top holder share
AI Holders Summary · Q1 2026

376 institutions reported FLRN in Q1 2026. Wealthfront Advisers LLC leads at 15.8% of the visible book.

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
Curbstone Financial Management Corp
CIK 0001608057
$40M1.3M6.86%Q2 202611
Facet Wealth, Inc.
CIK 0001748271
$37M1.2M0.63%Q1 202612
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$31M1.0M0.11%Q1 202613
Valmark Advisers, Inc.
CIK 0001380443
$31M995K0.36%Q1 202614
Farther Finance Advisors, LLC
CIK 0001992825
$30M976K0.24%Q2 202615
Stratos Investment Management, LLC
CIK 0001707206
$30M961K1.19%Q1 202616
MFA WEALTH ADVISORS, LLC
CIK 0001688184
$29M930K4.89%Q2 202617
Cornerstone Management, Inc.
CIK 0001587867
$27M872K3.87%Q2 202618
Advisory Alpha, LLC
CIK 0001576762
$26M849K0.71%Q1 202619
MILESTONE ASSET MANAGEMENT, LLC
CIK 0001964722
$25M797K3.86%Q2 202620
Ameliora Wealth Management Ltd.
CIK 0001910168
$23M742K6.80%Q2 2026
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