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

SPDR SERIES TRUST

160 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 78468R648·160 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.0B
visible holders
Holders
160
filers reporting
Concentration
85.75%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q1 2026

160 institutions reported KOMP in Q1 2026. Financial Engines Advisors L.L.C. leads at 85.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Financial Engines Advisors L.L.C.
CIK 0001420473
$1.7B29.6M3.51%Q1 202602
Betterment LLC
CIK 0001633901
$87M1.5M0.16%Q1 202603
MIDLAND WEALTH ADVISORS LLC
CIK 0001990058
$81M1.1M3.82%Q2 202604
MORGAN STANLEY
CIK 0000895421
$14M247K0.00%Q1 202605
Baird Financial Group, Inc.
CIK 0001648711
$13M228K0.02%Q1 202606
SAVA PENZISKO DRUSHTVO A.D. SKOPJE
CIK 0002094371
$10M166K2.96%Q1 202607
Mariner, LLC
CIK 0001373442
$9M152K0.01%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$8M142K0.00%Q1 202609
LPL Financial LLC
CIK 0001403438
$8M134K0.00%Q1 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$7M107K0.01%Q2 202611
Financial Guidance Group, Inc.
CIK 0001929349
$7M98K2.63%Q2 202612
Christopher J. Hasenberg, Inc
CIK 0001989869
$6M117K2.36%Q2 202513
Aptus Capital Advisors, LLC
CIK 0001664193
$6M100K0.05%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M99K0.00%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M93K0.00%Q1 202616
MGO ONE SEVEN LLC
CIK 0001731444
$4M70K0.08%Q1 202617
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M67K0.00%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M64K0.01%Q1 202619
Towerpoint Wealth, LLC
CIK 0001731445
$4M52K1.29%Q2 202620
Financial Enhancement Group LLC
CIK 0001641438
$4M52K0.44%Q2 2026
Page 1 of 8
140 more holders available. Log in →