DOSSIER · 13F Holders · Q2 2026
IBND

SPDR SERIES TRUST

130 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 78464A151·130 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$231M
visible holders
Holders
130
filers reporting
Concentration
27.67%
Farther Finance Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

130 institutions reported IBND in Q2 2026. Farther Finance Advisors, LLC leads at 27.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Farther Finance Advisors, LLC
CIK 0001992825
$64M2.1M0.50%Q2 2026
02
Checchi Capital Advisers, LLC
CIK 0001598186
$22M709K1.11%Q1 2026
03
LODESTAR PRIVATE ASSET MANAGEMENT LLC
CIK 0001963040
$19M622K1.91%Q1 2026
04
Leo Wealth, LLC
CIK 0001912202
$14M463K1.04%Q1 2026
05
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M368K0.00%Q1 2026
06
MORGAN STANLEY
CIK 0000895421
$11M362K0.00%Q1 2026
07
LPL Financial LLC
CIK 0001403438
$11M354K0.00%Q1 2026
08
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$10M316K0.00%Q1 2026
09
Ameritas Investment Partners, Inc.
CIK 0001055980
$8M266K0.25%Q1 2026
10
LEUTHOLD GROUP, LLC
CIK 0001170152
$8M255K0.89%Q4 2025
11
STATE STREET CORP
CIK 0000093751
$7M215K0.00%Q1 2026
12
LAM GROUP, INC.
CIK 0001961944
$7M213K3.30%Q2 2026
13
Israel Discount Bank of New York
CIK 0001706511
$6M205K11.86%Q2 2026
14
ROYAL BANK OF CANADA
CIK 0001000275
$6M182K0.00%Q1 2026
15
Obsido Oy
CIK 0002067281
$5M160K3.00%Q1 2026
16
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M153K0.00%Q1 2026
17
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M144K0.00%Q1 2026
18
N.E.W. Advisory Services LLC
CIK 0001803456
$4M137K0.32%Q1 2026
19
LFA - Lugano Financial Advisors SA
CIK 0001737871
$4M126K1.98%Q1 2026
20
Rathbones Group PLC
CIK 0001351991
$4M122K0.01%Q2 2026
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