13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
IBND

SPDR SERIES TRUST

133 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 78464A151·133 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.5%
vs prior quarter
13F value held
$225M
47.0% inst. owned
of float
Holders
133
-47 QoQ
filers reporting
Activity
+33 / −103
+824 added · −777 reduced
this quarter
Concentration
23.96%
Farther Finance Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

133 institutions reported IBND in Q1 2026. Farther Finance Advisors, LLC leads at 24.0% of the visible book. -47 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Farther Finance Advisors, LLC
CIK 0001992825
$54M1.7M0.51%Q1 202602
Checchi Capital Advisers, LLC
CIK 0001598186
$22M709K1.11%Q1 202603
LODESTAR PRIVATE ASSET MANAGEMENT LLC
CIK 0001963040
$19M622K1.91%Q1 202604
Leo Wealth, LLC
CIK 0001912202
$14M463K1.04%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M368K0.00%Q1 202606
MORGAN STANLEY
CIK 0000895421
$11M362K0.00%Q1 202607
LPL Financial LLC
CIK 0001403438
$11M354K0.00%Q1 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$10M316K0.00%Q1 202609
Ameritas Investment Partners, Inc.
CIK 0001055980
$8M266K0.25%Q1 202610
LEUTHOLD GROUP, LLC
CIK 0001170152
$8M255K0.89%Q4 202511
Rathbones Group PLC
CIK 0001351991
$8M244K0.02%Q1 202612
LAM GROUP, INC.
CIK 0001961944
$7M216K3.69%Q1 202613
STATE STREET CORP
CIK 0000093751
$7M215K0.00%Q1 202614
Israel Discount Bank of New York
CIK 0001706511
$6M183K12.47%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$6M182K0.00%Q1 202616
Obsido Oy
CIK 0002067281
$5M160K3.00%Q1 202617
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M153K0.00%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M144K0.00%Q1 202619
Hobart Private Capital, LLC
CIK 0001767062
$4M139K0.85%Q1 202620
N.E.W. Advisory Services LLC
CIK 0001803456
$4M137K0.32%Q1 2026
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