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

SPDR SERIES TRUST

159 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 78468R648·159 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.9%
vs prior quarter
13F value held
$1.9B
48.0% inst. owned
of float
Holders
159
-80 QoQ
filers reporting
Activity
+75 / −70
+930 added · −776 reduced
this quarter
Concentration
90.21%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q1 2026

159 institutions reported KOMP in Q1 2026. Financial Engines Advisors L.L.C. leads at 90.2% of the visible book. -80 net institutions QoQ — distribution reading.

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
MIDLAND WEALTH ADVISORS LLC
CIK 0001990058
$65M1.1M3.37%Q1 202603
MORGAN STANLEY
CIK 0000895421
$14M247K0.00%Q1 202604
Baird Financial Group, Inc.
CIK 0001648711
$13M228K0.02%Q1 202605
SAVA PENZISKO DRUSHTVO A.D. SKOPJE
CIK 0002094371
$10M166K2.96%Q1 202606
Mariner, LLC
CIK 0001373442
$9M152K0.01%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$8M142K0.00%Q1 202608
LPL Financial LLC
CIK 0001403438
$8M134K0.00%Q1 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$7M117K0.01%Q1 202610
Christopher J. Hasenberg, Inc
CIK 0001989869
$6M117K2.36%Q2 202511
Aptus Capital Advisors, LLC
CIK 0001664193
$6M100K0.05%Q1 202612
Financial Guidance Group, Inc.
CIK 0001929349
$6M100K2.36%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M99K0.00%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M93K0.00%Q1 202615
Towerpoint Wealth, LLC
CIK 0001731445
$5M81K1.92%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
CWM, LLC
CIK 0001535847
$4M63K0.01%Q1 202620
Orion Portfolio Solutions, LLC
CIK 0001802647
$3M72K0.02%Q1 2025
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