13F Insight
DOSSIER · 13F Holders · Q2 2026
MMTM

SPDR SERIES TRUST

44 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 78468R705·44 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$104M
visible holders
Holders
44
filers reporting
Concentration
30.71%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

44 institutions reported MMTM in Q2 2026. LPL Financial LLC leads at 30.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$32M102K0.01%Q2 202602
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$25M80K0.94%Q2 202603
Steward Partners Investment Advisory, LLC
CIK 0001723397
$8M26K0.04%Q2 202604
Professional Financial Advisors, LLC
CIK 0001798221
$7M22K1.17%Q2 202605
MORGAN STANLEY
CIK 0000895421
$6M20K0.00%Q2 202606
Private Advisor Group, LLC
CIK 0001567755
$6M20K0.03%Q2 202607
MTM FINANCIAL GROUP, LLC
CIK 0002132054
$3M11K1.42%Q2 202608
Western Wealth Management, LLC
CIK 0001767902
$3M8K0.08%Q2 202609
Lifetime Wealth Management P.C.
CIK 0002116339
$2M7K1.10%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$2M5K0.00%Q2 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M5K0.00%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M5K0.00%Q2 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M4K0.00%Q2 202614
Ethos Capital Management, Inc.
CIK 0002106214
$1M3K0.74%Q2 202615
Kestra Advisory Services, LLC
CIK 0001830819
$937K3K0.00%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$709K2K0.00%Q2 202617
IFP Advisors, Inc
CIK 0001641866
$684K2K0.01%Q2 202618
Gateway Wealth Partners, LLC
CIK 0001966037
$653K2K0.04%Q2 202619
Southland Equity Partners LLC
CIK 0002006517
$645K2K0.11%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$522K2K0.00%Q1 2026
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